by Phil Price | Jan 25, 2022
How to use WeSignature with JenesisClassic. JenesisClassic – WeSignature How to use WeSignature with JenesisClassic. To begin, you need to make sure you’re in J-images within the client’s account. Either you can access them from the main...
by Phil Price | Jan 25, 2022
Have any of your clients come up for renewal? Wouldn’t you love to know a simple way to re-shop their policy for a smooth insurance policy renewal? Re-shopping Renewals Beginning at the Jenesis Main Screen, select Reports from the top menu. Then select the type...
by Phil Price | Jan 25, 2022
Managing claims is easy in JenesisClassic and this video shows you how. JenesisClassic – Managing Claims On the client main screen, notice the Claims tab in the center, below the Comments box. When you select this tab, any existing claims should be...
by Phil Price | Jan 25, 2022
JenesisClassic allows for the convenience of storing several rate quotes in Quote Control. JenesisClassic – Storing Rates in Quote Control How to store rates in your customer’s quotes. The example in this video is using a homeowner’s policy, however, the...
by Phil Price | Nov 2, 2021
How to use the Policy Type Tool in JenesisClassic. If you’re doing a conversion from JenesisClassic to JenesisNow, it’s important to note that your policy types match up prior to the final conversion. You’re going to have personal lines and commercial...
