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

Category: Policies

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