JenesisNow – Adding Broker and Premium Finance Company
JenesisNow- Adding Broker and Premium Finance Company
This process is similar to adding a company; go to the left-sided vertical toolbar, hover over Companies, and then select All Companies. On the companies’ page, click the plus sign on the right side within the companies list to open the Editing Company page.
In the Editing Company page, enter the broker’s name in the Name field, and in the Type field, select a broker from the drop-down menu choices, then click the Save Company button in the upper-right corner of the page.
Return to the Companies Page by clicking the blue house button next to the Editing Company title.
On the companies’ page, click the plus sign on the right side within the companies list to open the Editing Company page.
In the Editing Company page, enter Premium Finance’s name in the Name field, and in the Type field, select Premium Finance from the drop-down menu choices, then click the Save Company button in the upper-right corner of the page.
Now, on the Client View page, if you click on one of their policies, the policy will show like normal, but now you can add a Broker’s and Premium Finance Company’s name to the policy as well. The broker can be added under the company name in the first column, and the premium finance can be added in the third column toward the bottom. After you entered these into the policy, make sure to click the save green save button.
← Faqs