How do I add a policy in JenesisNow?


JenesisNow – Adding A Policy

Beginning from the Client View, navigate to the Policies box and click the plus sign. From the pop-up window, select the type of policy you need to add using the drop down menu.

A new, empty policy screen will appear, entitled Client Policy View. Add policy number, company, producer, the policy status, referral, source, term, effective date, premium values, and other related information. Select the green Save button in the top right corner of the screen.

In the Coverages box, indicate liability coverages, medical values, uninsured motorist and other coverage details. Click the green Save button in the top right of the screen again.

To enter the vehicle (or in this example, boat) information, select the plus sign. You’ll see a pop-up box where you can enter the boat vin, motor information, lien holder details, storage location, and coverages. The information you enter in this screen automatically saves. Select the green close button in the bottom right of the screen to close this window.

From the Client Policy View, you’ll click the plus sign at the top of the Driver box to enter information about the operator. A pop-up entitled Driver will open where you can enter name, address, birthdate, social security number, whether they are the primary driver and other details.

Once more before closing, review the information you’ve entered while viewing the Client Policy View and hit the green Save button at the top right of the screen.

If you need to scan in an application or the declarations page, click the plus sign on the Media/Files box.

Congratulations! You’ve added a policy!

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Category: Policies

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