Jenesis Agency Management System lets you access your Heritage Insurance Policy Information quickly and easily with J-Links. Your carrier information has never been more accessible.
To Set Up the J-Link
Step 1: From the Main Screen select Utilities and Company Setup
Step 2: Add Heritage Insurance as a Company (make sure to select Insurance Company in the type field and add any additional information)
Step 3: Hit Ctrl-W on the keyboard and Setup your J-Link including Location, Company, User, Agency Code, Username, Password, and Website URL
Note: Heritage requires a J-Link entry for each user in Jenesis
To use the J-Link
Step 1: Access the Client Profile and the Policy
Step 2: Click the globe and it should log you in to the website and take you to the policy
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