How do I add producers from the policy screen in JenesisNow?
On your dashboard, select a customer under Last Viewed Clients. Next, scroll down to Policies and select a policy.
Policies
How do I set-up rating with discovery in JenesisNow?
Begin by going into a Client Profile. In Client View, under Info card, find the drop-down for Location
How do I setup and use the consent fee form in JeneisNow?
Start by going to the left sidebar, hovering over Agency (AGY), and selecting All Locations.
How do I find policies using quick access in JenesisNow?
You might not have known this, but when you add policies to your systems for your clients, Jenesis saves those policy types so you can get to them quickly.
How do I add a Sales Pipeline in JenesisNow?
First, you’ll want to set up a series of Dashboard cards. To add a dashboard card, click the plus sign. Different options will open in a pop-up window, but we will select Client.
How do I set default coverage options for policies in JeneisNow?
Start by going to the sidebar on the left, hovering over Agency (AGY), and clicking on My Agency.
How do I add a receipt to a customer’s file in your JeneisNow?
You can do this from either Receipts or Policies. For this example, we’re using Policies.
How do I reorder coverages on a policy in JenesisNow?
Scroll down to Policies from Client View and choose a policy.
How do I assign a receipt to a specific location JeneisNow?
At the top, in the search bar, you will need to look up a customer’s profile by typing in their name.
How do I add default coverages to different States in JenesisNow?
Start by going to the sidebar on the left, hovering over Agency (AGY), and clicking on My Agency.
How do I Make a Payment or File a Claim via the client portal in JenesisNow?
Start by going to the left sidebar, hovering over Companies, and selecting All Companies.
How do I Export a Quote to ITC TurboRater in JenesisNow?
Begin by looking up a customer in the search bar at the top. In Client View, scroll down to Policies.