Previous policies (generations) can contain useful information for insurance agents.
Flip easily through clients’ current and past insurance policies using Jenesis insurance CRM software. This affordable insurance agency management system from jenesissoftware.com is your dream come true!
This video tutorial shows you how to view prior policies – easily and quickly.
JenesisClassic – Prior Generations & Policy List
Beginning at the Jenesis Main Screen, navigate into a client’s policy. Notice the top right-hand corner of the screen inside a policy displays information about the renewal, including term, expiration date, etc.
In the grey bar at the bottom of your screen, a number and a few arrows are displayed. In this example, it shows 4 of 4. This means we’re currently viewing the 4th of 4 policies. In other words, there have been 3 prior policies.
To view any of those prior policies, click the small grey arrow next to the display that shows 4 of 4 in the grey bar at the bottom of the screen.
The prior policy will be displayed. You’ll see that the bullet is selected /marked prior generation.
Another way to view prior generations is to select the button “Policy List”, which is located in the Client Main Screen below their list of policies. Once you select the policy list button, a grey screen will pop up in which you’ll view the list of current policies. Prior generations can be viewed by selecting the “Show All” button at the bottom of the Policy List screen.
Navigate to any policy by clicking to the left of the list and selecting the “Go To Policy” button at the bottom of the screen. The system will bring you automatically to the current version of the policy, from which you can use the grey arrows at the bottom as previously instructed.