JenesisNow - J Rater added Southern General

J-Rater added Southern General within JenesisNow

Jenesis insurance software for agents was thoughtfully designed to help insurance agents better serve clients while growing their agency. This video shows how to set up J-rate with Southern General within JenesisNow. We're so happy to announce that this affordable insurance agency management system from jenesissoftware.com is constantly improving!

Learn more about J-Rater (NC only) within JenesisNow:    • JenesisNow - J-Rater (NC only)  

______
Jenesis Software, an affordable insurance CRM software, helps Insurance Agents efficiently manage personal and commercial clients by keeping relevant agency and coverage information organized, easy to edit, and use insurance agency management system.

For more valuable information on building your insurance agency, get your copy of "The Perfect Insurance Agency," - an Amazon Bestseller by Jenesis' founder, Eddie Price. Learn how to grow your agency faster, improve team training, and implement simple changes to ensure success!

http://bit.ly/ThePerfectInsuranceAgency
______
Make sure to connect with us on social media!
  / jenesissoftware  
  / jenesissoftware  
  / jenesis-software  

______

JenesisNow- J Rater added Southern General


Go to the left-side vertical toolbar, and click on Agency, and All Locations to be taken to the Agency Locations page. Select the location desired, scroll down to locate the card where Southern General is located, and then make sure the J-Rater - Southern General is turned on. The location you are working in or the location where the client belongs to has to be on or working in and the client belongs.


In the top blue ribbon menu click on the profile, then click the blue profile button to be taken to the user profile page. Click the Credentials tab in the top left of the screen and then click the plus sign in the credential’s card to bring up a pop-up window for Credentials. Enter the appropriate information, in the first field, select J-Rate Southern General, and if this doesn’t appear then this means the toggle is not turned on in location set-up. In the Username, use your username for Southern General. Select the location in the location field, and in the company field select Southern General. If Southern General is not there, click the pencil icon next to this field to add this company to the list. Fill in the rest of the fields and then click the green save button.


Go to the Client View screen and click the policy desired inside the Policies card. On the policy screen, click the orange J-Rate button located at the top inside the policy information field to bring up the J-Rate pop-up window. In the pop-up window, select Southern General by clicking the square next to it, and then click the green Rate Policy button. Now, you can Save to Policy, Choose to rewrite policy, or bridge over to Southern General.

Still have questions? Check out www.jenesissoftware.com or Request a demo here: https://www.jenesissoftware.com/reque...
______

Feel free to contact us with any questions
• Email [email protected]
• Chat with us at www.JenesisSoftware.com
• Call 828-245-1171 Option 1

Subscribe to this YouTube Channel at    / @jenesissoftware  
Send any additional questions to [email protected]

For details on Basic Agency Setup in JenesisNow, watch this:    • Видео  


^^^^^^^^^
About Jenesis Software
^^^^^^^^^^
After struggling to find the solutions he craved in insurance agency CRM software, Eddie Price began taking programming classes to create his own. He spent the 90's crafting and developing the robust JenesisNow system you know today.

His appreciation for technology and marketing, combined with the desire to serve customers efficiently while helping agencies grow, is reflected in the user-friendly insurance agency management software named proudly after his daughter, Jenna.

This agency management system (created by an agent for agents) was incorporated in 1999 and continues to provide the same personalized customer service and commitment Eddie has always shown for his customers.