How do I use the Imperial Premium Finance integration in JenesisNow?

How to use the Imperial Premium Finance integration with JenesisNow.

 

JenesisNow and Imperial Premium Finance

First, click your email address at the top of your screen and select the Profile button.

In the heading for Credentials, select the plus sign to bring up the Credentials pop-up box. Under type select Imperial Premium Finance.

Enter your Imperial Premium Finance username and password, the location for which this is designated. Leaving the location blank will set it for all locations.

After setup, you can navigate to the client or policy level and select IPFS.

An Imperial Premium Finance popup will ask you to choose one or more policies. Click the checkboxes and click the Submit button.

If you get an error, details on what you’re missing will be listed in the Troubleshooting Details section of the Integration Wizard. In this case, we check that the producer address is completed and resubmit.

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