JenesisNow - Agency Setup
Find in video from 00:12Agency Info Section
JenesisNow - Agency Setup
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Agency Advantage - Linking Customer Accounts
1:51
Agency Advantage - Linking Customer Accounts
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JenesisNow - WeSignature
4:05
JenesisNow - WeSignature
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JenesisNow - Reporting
4:38
JenesisNow - Reporting
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JenesisNow - Renewals
4:36
JenesisNow - Renewals
559 viewsApr 23, 2024
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JenesisNow - Simply Easier Payments(SEP)
3:52
JenesisNow - Simply Easier Payments(SEP)
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JenesisNow - Progressive Rating Setup
2:09
JenesisNow - Progressive Rating Setup
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2:16
JenesisNow - Merging Clients
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3:14
JenesisNow - Dashboard Configuration
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2:06
JenesisNow - Media Files
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3:26
JenesisNow - Client Search Options
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3:39
JenesisNow - Zapier Integration
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7:07
JenesisNow - Rating with Embedded TurboRater
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3:57
JenesisNow - Website Integration for Quote Form
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2:09
JenesisNow - Policy Info display now shows Grand Total
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3:28
JenesisNow - Integration with Lightspeed VoIP
256 viewsMay 11, 2023
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6:20
JenesisNow - Adding Quote/Policy
477 viewsOct 15, 2024
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4:16
JenesisNow - User Setup and Managing Existing Users
732 viewsDec 13, 2022
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1:53
JenesisNow - Added Acord 101 to Client Portal
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1:49
JenesisNow - Critical Notes Popup
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3:11
JenesisNow - Endorsement Form
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3:32
JenesisNow - Ability to Add Multiple Phone Numbers and Emails
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2:29
JenesisNow - SEP payment link on emailed invoices
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3:10
JenesisNow - Ability to Map Fields for Commission Import
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Find in video from 00:08Accessing Agency Settings
JenesisNow - Setting Default Policy Coverages
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8:18
JenesisNow - PL Rating
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5:02
JenesisNow - Adding a policy
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3:07
JenesisNow - Setting up the Embedded TurboRater
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Agency Advantage - Importing Quotes from Applied Rater
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Jenesis - Agency Management Software
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