by Jenesis Software | Aug 10, 2021
How to use the Imperial Premium Finance integration with JenesisNow. JenesisNow -Imperial PFS How to setup a Client Portal using your JeneisNow system Begin by going to the left sidebar, hovering over Users (USRS), select All Users. Once in User Accounts,...
by Phil Price | Jul 20, 2021
by Phil Price | Jan 4, 2021
Here’s how to use the new Company Setup – “other” option. This video tutorial will give you a quick tour of the “other” New Company feature in JenesisNow. JenesisNow – Company Setup “other” To add a new company, select Company from the vertical menu bar on...
by Phil Price | Jul 13, 2020
JenesisClassic – Tabs Feature JenesisClassic windows now open as tabs instead of maintaining all navigation inside one window. Now you can navigate from the Dashboard window into a customer profile and into a customer policy, all without having to click...
by Phil Price | Jul 13, 2020
Introducing the option to rename the Suspense box in JenesisClassic – one way Jenesis is making your life easier. Jenesis insurance software for agents was thoughtfully designed to help insurance agents be more efficient, and this simple rename feature...
