Can I track Credit Card Information in Jenesis?

Jenesis Agency Management System helps you save time, maximize efficiency and give your clients options with our ability to store credit card information. Learn how.

Step 1:  Access your client profile or policy
Step 2:  Click the Credit Card Info Button
Step 3:  Enter the Credit Card Information

Note:  You can also print out a Credit Card Release Form authorizing your agency to use the information when the client calls to make a payment.

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