How to set up your client portal for your team members as well as your insured in JenesisClassic.
JenesisClassic- Setting up the Client Portal
How to set up your client portal for your team members as well as your insured in JenesisClassic.
3 things covered in this video:
- User set up
- Company Setup
- Setting up your insured
You can access User Setup by going to Utilities, then selecting Users Setup. During Setup, you’ll create Portal Accounts for all your team members.
Select the Portal Settings tab at the bottom of each profile. In the next window, you will create an email address and password for your agents. They will use these credentials to log in to their agent account on the portal.
Company Set-Up
Select Company Setup from the Utilities menu at the top. Select the company you want from the list. (In this example we use Progressive)
Payment URLs and Claims URLs appear in your company profile. These are something you should set up for two reasons:
You can direct clients to the company’s website so they can make payments or check on their policy directly from the link you apply to this URL field
You can provide the URL for your client to submit a claim directly from the portal to the company’s website.
Insured Set Up
Navigate into the client account.
Portal settings for the first and second insured are located to the right of their phone numbers. When you click the Portal Settings button, a pop-up will prompt you to enter an email address and password as the login information for your insured.
Click Send Credentials and complete the fields in the new email window, sending those credentials to your client by clicking “Send Email” at the bottom.
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