How do I access the Acord 36 (Agent Record of Change)?

It’s simple

Step 1:  Select your client from the Main Screen of Jenesis

Step 2:  Choose the Commercial Tab and double click your policy

Step 3:  Choose Forms from the Menu at the top

Step 4:  Select Acord Library

Step 5:  Highlight the Acord 36 and hit Open Prefilled Form

Note:  You can also type in this form to add additional information

View Video Here

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