How to set up companies in JenesisNow?
JenesisNow – Adding Companies
You can start by clicking on the 3 lines on the top left. Select Companies and then select + New Company and a company profile will show. Under Company Info, fill in the required fields. Make sure your codes for NAIC, Agency/Producer, and FS-1 have been entered correctly for your downloads. You need to contact your carrier if your downloads are not coming in.
Now go to the left sidebar, hover over Companies and select At My Locations. When you see a completed profile for a customer, you’ll notice the website and the light blue box attached. Note: be sure to enter the website information when filling out the required fields.
Next, scroll down and notice Accounting-Receipt Processing. Here, you have the option to batch receipts using the drop-down. Towards the top middle, you’ll enter the address. To add more contacts for that specific carrier, enter their information under People by selecting the Plus Sign. Then you’ll notice Merge Company; if you added two companies, here you can select another option to merge the company.
If you have more than one location, you can copy the information by selecting Copy Company to Above Location under Copy Company. Under Notes, you’ll add notes if necessary. Under Media/Files, you’re able to add files. Also, input all your commission rates by entering them into Commissions.
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