How do I add a Windstorm Policy Type for Commercial Lines within JenesisNow?

Adding Windstorm Policy Type for Commercial Lines within JenesisNow

JenesisNow- Windstorm Policy Type for Commercial Lines

On the client view screen, go to the policies card, click the plus sign on this card to add a new policy, and then choose windstorm policy commercial. In the commercial windstorm policy, the top section, the client section, is similar to all other policies; therefore, fill in this information as normal.

The next sections below are specific to commercial windstorm policy, and the first section is Locations/Premises. Click the plus sign in this section to add a Location or Premises. In the Location/Premises, the information needed to be added is typical to other policy types; therefore, fill this section in and then push the green close button on the bottom right.

Back on the commercial windstorm policy screen, you can add Morgage Information. Then you can also add Additional Insured, Notes, Policy Tags, or Media/Files to accompany this policy by clicking on the plus sign in the desired section, then filling in the information as usual.

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Category: Policies

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