How do I setup RingCentral (Web Phone App) within JenesisNow

by | Jan 6, 2023

Setting up RingCentral (Web Phone App) within JenesisNow JenesisNow- How to Setup RingCentral (Web Phone Application) In this video, we will show how to set up an integration between RingCentral in the browser version of the phone for RingCentral. From the Jenesis...

How do I Integrate DocuSign within JenesisNow ?

by | Jan 3, 2023

Integrating DocuSign within JenesisNow JenesisNow- DocuSign Integration Before you can integrate DocuSign with JenesisNow, ensure you have signed up with DocuSign. After you have signed up with DocuSign, go to the main screen in JenesisNow. From the left-side vertical...

What is a Inland Marine Policy within JenesisNow?

by | Jan 3, 2023

Introducing Inland Marine Policy Screen within JenesisNow JenesisNow- Inland Marine Policy Introducing our new inland marine policy screen. Enjoy this overview of what is on the inland marine policy screen. Create a new inland marine policy the same way you create all...

How do I set up a Single Run Marketing Campaign with JenesisNow?

by | Jan 2, 2023

Setting up a Single Run Marketing Campaign with JenesisNow JenesisNow- Single Run Marketing Campaign This video will show you how to send a one-time mass message like a notification of policy change, if your offices will be closed, or anything you would like all your...

JenesisNow Dashboard Configuration FAQ

by | Jan 2, 2023

JenesisNow Dashboard Configuration Notice the blue and white boxes that make up your dashboard page. There is a large empty box at the bottom of the screen (you may have to scroll down), containing a large plus sign. If you click this plus sign, you’ll receive a...