How does the JenesisClassic Client Portal work?

by | Oct 21, 2021

  Welcome to the tour of the Jenesis Client Portal! Accessible by clients at yourinsuranceportal.com with assigned credentials. Upon sign-in, they’ll be automatically directed to the dashboard. The menu on the left allows them to access their account information,...

How do I Manage and Track Sources in JenesisClassic?

by | Oct 19, 2021

Why should you require a source on every quote/policy? and How to set up source tracking.   JenesisClassic – Manage And Track Your Sources Sources can be found in Quote Control, on the Client Main Screen, and inside your Policy View. Having a source for...

How do I Filter Suspenses in JenesisClassic?

by | Jan 4, 2021

Updates have been made to the Suspense display on the client main screen. Now you can filter and search within the suspenses!   JenesisClassic – Filtering Suspenses Changes have been made to the suspense tab on the client main screen. In the suspense tab on...

How do I use the Tabs feature in JenesisClassic?

by | 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...