How do I search for Cancelled and Pending Cancelled policies in JenesisNow?
Cancelled Policies have been added to the dashboard under Edit Agency Location.
Policies
What are the new features for Boat Policy Type in your JeneisNow?
Boat Policy Type: We’ve modified your boat insurance coverage with additional options.
How do I set up Renewals inside your management system in JeneisNow?
How to set up Renewals inside your management system in JeneisNow. First, you want to add your Renewal Card by clicking on the Plus Sign (+) on the blank card.
How do I Automatically Cancel Policies in JeneisNow?
How to use the Turn On and Off Feature to Automatically Cancel Policies in JeneisNow.
How do you apply your User’s Signature to your Acord form in JenesisNow?
JenesisNow – Agent Signatures on Acord 25. How to apply your User’s Signature to your Acord form in JenesisNow.
How do I add Lienholders in JenesisNow?
How to add your Lienholders in JenesisNow. Begin by going over to the left sidebar and hovering over Companies, then select New Lienholder.
How do I set up a Suspense in JeneisNow?
How to set up a Suspense in JeneisNow. First, go to the toolbar to the left of the screen, hover over suspense, and select New Suspense.
How do I enter packages for my customers in JenesisNow?
Personal Package, Commercial Package, & BOP Policy Types. How to enter packages for your customers in JenesisNow.
How do I change “Other” Policy Types in JenesisNow?
Changing other Policy Types – JenesisNow: Start by searching for your client by using the Search Bar at the top right corner and type in your client’s name. The Client View page will appear. Navigate down to the Policies Card and select policy type Other.
How do I Add a Certificate Signature for Client Portal in JenesisClassic?
How to select the default agent signature in JenesisClassic.
How do I add Fees & Taxes in JenesisNow?
How to separate out fees and taxes on your policies in JenesisNow. You’ll find the following information under a client’s profile: Premium, Policy Fee, and Taxes.
How do I set up and use WeSignature Integration in JenesisNow?
How to set up and use WeSignature Integration in JenesisNow. JenesisNow- WeSignature Integration After setting up your account with WeSignature,