by Phil Price | Sep 14, 2022
How to filter through your suspenses in JeneisNow. JenesisNow – Suspenses You can see all suspenses in your agency by going to the left sidebar, hovering over Suspense, and selecting Suspense List. The card with a list of filters for suspenses can be found on...
by Phil Price | Sep 13, 2022
How to navigate your management system in JeneisNow. JenesisNow – Web Based Insurance Agency Management System At the top, find Time Clock, Client Quick Add, Quick Texting feature that lets you text your customer without having to go into their account, and...
by Phil Price | Sep 13, 2022
How to add an image to your email signature in your JeneisNow system. JenesisNow -Adding an Image to your Email/Text Signature To add an image, click on the image icon. Then there will be a window for you to upload from your computer. Choose the picture you would like...
by Phil Price | Sep 9, 2022
How to assign a receipt to a specific location in your JeneisNow system. JenesisNow- Assigning Receipts to a Specific Location At the top, in the search bar, you will need to look up a customer’s profile by typing in their name. In Client View, scroll down to...
by Phil Price | Aug 24, 2022
How to set up a payment link and file a claim link for your customers via their client portal in JeneisNow. JenesisNow – Make a Payment or File a Claim via The Client Portal Start by going to the left sidebar, hovering over Companies, and selecting All...
