Have you been wondering how to integrate and make the best use of SimplyEasier Payments in combination with JenesisNow?
Well, Jenesis insurance software for agents now has an SEP integration feature you MUST know about! This affordable insurance agency management system from jenesissoftware.com is your dream come true!
This video tutorial teaches you how to setup and use Simply Easier Payments, which will allow you to process credit card payments with SimplyEasier Payments efficiently.
JenesisNow – Simply Easier Payments (SEP)
To Integrate SEP:
Beginning at the JenesisNow main screen, from the vertical menubar on the left, select Agency and All Locations. From the list of agency locations, select the location for which you’d like to turn on SEP.
Inside the Edit Agency Location screen, notice the box entitled Integrated Accounts.
To add a new SEP account, click the plus sign in the box header to the right of “Integrated Accounts”. You’ll receive a pop-up prompt to enter the username and password to your SimplyEasier Payment Account.
Once completed, the account information is added automatically added in the SEP tab of the Integrated Accounts box. Ensure the checkbox is selected to add SimplyEasier Payments as the default option.
To Use SEP:
From the Dashboard (JenesisNow Main Screen), select a client and a policy. From within the Client Policy View, click the plus sign in the box labeled Receipts. When creating a new receipt in this example, the Payment To drop-down should reflect your agency and the payment is a Credit Card to Agency. Once you complete the Amount Due and Amount Tendered, the blue “Online Credit Card” button becomes available.
After the “Online Card to Agency” is selected, you’ll receive a pop-up prompting you to choose a SimplyEasier Payments account. It may also request you select a default options. Selecting Continue will open up a new SimplyEasier Payments window where your Client’s information should be autofilled at the top. Fill in the payment and fee values and then enter the credit card and billing information before clicking the Next button at the bottom.
When you receive a confirmation number for the processed payment, copy and paste that in the “Check/Confirmation No” space in the Receipt window in JenesisNow. Select the green Save button in the bottom right. From here, receipts may be emailed or printed, by selecting the desired option’s green button.