How do I add producers from the policy screen in JenesisNow?

How to add producers from the policy screen in JeneisNow?

JenesisNow – Adding Producers from Policy Screen

On your dashboard, select a customer under Last Viewed Clients. Next, scroll down to Policies and select a policy.

In your customer’s profile, notice Producer; a producer can be added or removed here. To add a producer, select the Blue plus sign, and a window will appear called Add Producer. Make sure you enter their Display Name, Email, and Commission Rates. Once you have entered all the information needed, select save.

Once your producer has been added, you can use the drop-down menu to select the name. Now, select Save Policy at the top.

To see all producers already added to the system, go over to the left sidebar, hover over Users and select All Users. This will allow you to see a Producer List for your added producers.

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Category: General, Policies

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