Policies Archives - Page 4 of 20

How do I add a Windstorm Policy Type for Commercial Lines within JenesisNow?

by Gopal D | Mar 20, 2023

Adding Windstorm Policy Type for Commercial Lines within JenesisNow JenesisNow- Windstorm Policy Type for Commercial Lines On the client view screen, go to the policies card, click the plus sign on this card to add a new policy, and then choose windstorm policy...

How do I add Windstorm Policy Type for Personal Lines within JenesisNow?

by Gopal D | Mar 20, 2023

Adding Windstorm Policy Type for Personal Lines within JenesisNow JenesisNow- Windstorm Policy Type for Personal Lines On the client view screen, go to the policies card, click the plus sign on this card to add a new policy, and then choose windstorm policy personal....

What is a Commercial Earthquake Policy within JenesisNow?

by Gopal D | Mar 4, 2023

Commercial Earthquake Policy within JenesisNow JenesisNow- Commercial Earthquake Policy We have added a new policy type to JenesisNow, the Commercial Earthquake policy. To add this policy, go to the Policies Card in the client view screen and click the plus sign. This...

What is the New Policy Status Prompt on Receipts within JenesisNow?

by Gopal D | Mar 4, 2023

New Policy Status Prompt on Receipts within JenesisNow JenesisNow- Policy Status Prompt on Receipts We have added a new feature for system prompts anytime a client tries to make a payment on a canceled or pending canceled policy. Click on the policy which has been...

What is the Client View Policy List Enhancement within JenesisNow ?

by Gopal D | Mar 4, 2023

Client View Polciy List Enhancement within JenesisNow JenesisNow- Client View Policy List Enhancement We have updated the client view screen, specifically in the policy section. This update makes it easier to see what is happening with your customer’s policy at...

« Older Entries

Next Entries »