Jenesisnow Note Created When A Client Is Added

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Jenesisnow Note Created When A Client Is Added - Detailed Analysis & Overview

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JenesisNow - Note Created When a Client is Added

JenesisNow - Notes

JenesisNow - Added the ability to use blank Acord forms without having to select a client

JenesisNow - Client Screen now shows up to 3 producers

JenesisNow - Added Ability to view Client's Information within a Policy

JenesisNow - Add Media in a Note

JenesisNow - Added ability to change producer commission amount on the fly in the commission manager

JenesisNow - System notes created for accessing clients and policys

JenesisNow - Added Acord 101 to Client Portal

JenesisNow - User is able to add a note when renewing a policy

JenesisNow - Accounting Feature

JenesisNow - Preferred Name field added to Client

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JenesisNow - Note Created When a Client is Added

JenesisNow - Note Created When a Client is Added

Note Created When a Client is Added

JenesisNow - Notes

JenesisNow - Notes

Notes

JenesisNow - Added the ability to use blank Acord forms without having to select a client

JenesisNow - Added the ability to use blank Acord forms without having to select a client

Added

JenesisNow - Client Screen now shows up to 3 producers

JenesisNow - Client Screen now shows up to 3 producers

Client

JenesisNow - Added Ability to view Client's Information within a Policy

JenesisNow - Added Ability to view Client's Information within a Policy

Added

JenesisNow - Add Media in a Note

JenesisNow - Add Media in a Note

Adding

JenesisNow - Added ability to change producer commission amount on the fly in the commission manager

JenesisNow - Added ability to change producer commission amount on the fly in the commission manager

Added

JenesisNow - System notes created for accessing clients and policys

JenesisNow - System notes created for accessing clients and policys

System

JenesisNow - Added Acord 101 to Client Portal

JenesisNow - Added Acord 101 to Client Portal

Added

JenesisNow - User is able to add a note when renewing a policy

JenesisNow - User is able to add a note when renewing a policy

The User can

JenesisNow - Accounting Feature

JenesisNow - Accounting Feature

How to set up and use the accounting feature in

JenesisNow - Preferred Name field added to Client

JenesisNow - Preferred Name field added to Client

Preferred Name Field

JenesisNow - Accounting Feature Demo

JenesisNow - Accounting Feature Demo

How to use the new accounting feature in

JenesisNow - An "All" option has been added for sending Jmails

JenesisNow - An "All" option has been added for sending Jmails

The “All” option has been

JenesisNow - Custom Fields added to Reports

JenesisNow - Custom Fields added to Reports

Custom Fields

JenesisNow - Improved Client Merge feature

JenesisNow - Improved Client Merge feature

Improved

JenesisNow - Adding an Errors & Omissions Policy

JenesisNow - Adding an Errors & Omissions Policy

Learn about errors, omissions and professional liability in

JenesisNow - Copy function in client screen

JenesisNow - Copy function in client screen

Copy Function in

JenesisNow - Commission Statement Import

JenesisNow - Commission Statement Import

Commission Statement Import within