Introducing Inland Marine Policy Screen 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 use the new inland marine policy within JenesisNow. We're so happy to announce that this affordable insurance agency management system from jenesissoftware.com is constantly improving!
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JenesisNow- Inland Marine Policy
Introducing our new inland marine policy screen. Enjoy this overview of what is on the inland marine policy screen.
Create a new inland marine policy the same way you create all other policies by clicking the plus sign “+” in the upper right corner of the policy section. The inland marine screen will look very similar to other policy screens, where you can enter policy information, premiums, and numbers. Lower down, there is specific information for inland marine policies.
The first card box is the Summary Information section; click the plus sign “+” in the box's upper right corner. Here, you’ll enter information about descriptions, locations, addresses, building numbers, class codes, sub-class, whether the item is scheduled, the number of items, the valuation type, max value, and co-insurance.
Click the plus sign “+” in the upper right corner to add more coverage details. Within this pop-up window, enter more information, such as schedule number, policy level, coverage code, description, limit, limit applies to, deductible, deductible type, option code, co-insurance, or any other comments. There is also a section to delete schedules in the bottom left of the pop-up window.
The next card under the Summary Information card is Additional Interests. Click the plus sign “+” in the upper right corner to add additional interests. Then a pop-up window will appear where you can put in additional interest type, name or additional lien holders, loan number, lien amount, interest item rank, and comments. There is also the same section at the bottom left to delete additional interests.
The card next to Summary Information is Equipment storage. In this section, you can add the location number, building number, months, max value inside and outside, type of security system, extra comments, and the option to delete any additional equipment.
The last card below the Equipment storage is the Specifically Scheduled items card. In this section, you can add schedule number, item number, description, manufacturer, model, year, item value, exclusive blanket, owned/leased, new/used, co-insurance, id serial number, amount of insurance, extra comments, and the option to delete any scheduled items.
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About Jenesis Software
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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.
JenesisNow - Inland Marine Policy
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