How do I add producers from the policy screen in JenesisNow?

by | Dec 8, 2022

How to add producers from the policy screen in JeneisNow? JenesisNow – Adding Producers from Policy Screen On your dashboard, select a customer under Last Viewed Clients. Next, scroll down to Policies and select a policy. In your customer’s profile, notice...

How do I create a builders risk policy in JenesisNow?

by | Nov 29, 2022

How to create a builders risk policy in JenesisNow? JenesisNow – Builders Risk Policy From the Clients Portal, scroll down to Policies. Select the Plus Sign to add a policy. A window will appear called Manage Policy Components; in this window, you can select...

How do I use the new accounting feature in JenesisNow?

by | Nov 17, 2022

How to use the new accounting feature in JenesisNow? JenesisNow – Accounting Feature Demo Begin by hovering over Accounting on the left sidebar and selecting Bank Accounts. Next, select an account shown on the dashboard, which will open a window called Account...

How do I set-up rating with discovery in JenesisNow?

by | Nov 16, 2022

How do I set-up rating with discovery in JenesisNow? JenesisNow – Rating with Discovery Begin by going into a Client Profile. In Client View, under Info card, find the drop-down for Location, and check to see if the client’s location is already added with the...