How do I Manually Renew Policies within JenesisNow?

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JenesisNow- Manually Renewing Policies

In this video, we will go through the steps to renew a policy manually in JenesisNow.

Go to the policy page, then go to the Policy Info card; inside this card, click on the Renew Policy button, which will bring up a Renew Policy pop-up window. In this window, verify all the information is accurate or make the necessary changes, and then click the green Submit button. This will bring up a pop-up window asking, “Are you sure? This cannot be undone.” click the green OK button to this.

On the policy screen, notice that the effective date, expiration date, and any other changes have been updated.

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