JenesisNow - User Credentials Shortcut Icon
Автор: Jenesis Software
Загружено: 2024-02-16
Просмотров: 131
Описание:
User Credentials Shortcut Icon 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 DocuSign Credentials within JenesisNow. We're so happy to announce that this affordable insurance agency management system from jenesissoftware.com is constantly improving!
Learn about the updates within receipts within JenesisNow:
• JenesisNow - How to setup your Docusign cr...
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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
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Make sure to connect with us on social media!
/ jenesissoftware
/ jenesissoftware
/ jenesis-software
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JenesisNow- User Credentials Shortcut Icon
On the main dashboard, go to the top blue ribbon menu bar, and to the left of the user profile picture, there is a filled-in circle icon; this icon is the Credentials button. Clicking on this button will create a new window displaying your credentials page.
Still have questions? Check out www.jenesissoftware.com or Request a demo here: https://www.jenesissoftware.com/reque...
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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
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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.
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