by Phil Price | Jan 27, 2020
WeSignature Payments is a platform that JenesisNow integrates with, so if you would like to have credit card processing done through WeSignature Payments. Once you have a WeSignature Payment account, go to the Jenesis main page, go to the left sidebar menu, hover over...
by Jenesis Software | Jan 27, 2020
Have you been wondering how to integrate and make the best use of SimplyEasier Payments in combination with JenesisNow? Well, Jenesis insurance software for agents now has an SEP integration feature you MUST know about! This affordable insurance agency management...
by Phil Price | Jan 8, 2020
Jenesis Classic – Acord Library Have you been searching for Acord Forms within the Jenesis software? To access blank Acord Forms: From the Jenesis Main Screen click Forms and Letters in the grey menu bar at the top of the screen and select Acord Library. A small...
by Phil Price | Dec 2, 2019
JenesisClassic J-Link Notes Beginning from the Jenesis Main Screen Dashboard, use the shortcut, Ctrl +W to go to J Links. Notice the new Notes field. This is intended for use by admin to communicate to the user about issues with non-working J-Links. As an...
by Phil Price | Nov 21, 2019
Now you can link two related yet separate policies together, which works well for partners, family members, and couples. JenesisClassic Linking Profiles Beginning at the Client Main Screen in Jenesis Classic, follow the example that we have a husband and wife who each...
