If you’ve been receiving paper renewal documents in the mail, you probably need to know how to renew policies in JenesisNow manually.
Jenesis insurance software for agents has been thoughtfully designed so that manually renewing a policy is easy! This affordable insurance agency management system from jenesissoftware.com is your dream come true!
This video tutorial teaches you how to renew policies manually in JenesisNow.
JenesisNow – Manually Renewing Policies
Policy Renewals in JenesisNow is done manually beginning from the Client View screen.
Maybe you’ve received the paper copy in the mail or an email from the underwriter, prompting you to renew the policy. All you have to do is click on the policy you want to renew beneath “Policies,” as seen in the video above in the lower left of the Client View window.
This will navigate you to the Client Policy View window, where you’ll scroll down until you see a box entitled “Policy History.” Inside that box is a button that says Renew Policy.
Check out this other helpful tip in JenesisNow – Tagging: https://www.youtube.com/watch?v=adqI_…
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