JenesisNow - Copy Credentials скачать в хорошем качестве

JenesisNow - Copy Credentials

Copy Credentials within JenesisNow Jenesis insurance software for agents was thoughtfully designed to help insurance agents better serve clients while growing their agency. This video shows you how to copy Credentials within JenesisNow. We're so happy to announce that this affordable insurance agency management system from jenesissoftware.com is constantly improving! Learn more about Simply Easier Payments (SEP) within JenesisNow:    • JenesisNow - Simply Easier Payments(SEP)   ______ Jenesis Software, an agency management system software, helps Insurance Agents efficiently manage personal and commercial clients by keeping relevant agency and coverage information organized, easy to edit, and use an 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- Copy Credentials To manage your credentials, start by going to the top of your Dashboard and locating your profile. Click on your email address, then select Profile. Once inside your profile, click on the Credentials tab at the top of the page. In the Credentials section, you’ll see a list of credentials already linked to your profile. At the bottom of this section, you’ll find the Copy Credentials to User option. This feature allows you to share access to a specific carrier’s credentials with another user. To copy credentials to another user, click on the empty space under the Copy Credentials to User section and select a name from the dropdown menu. Then, choose the specific credential you want to copy by checking the box. After that, click on the green Copy Checked Credentials button to complete the process. You can also copy credentials from one location to another. Follow the same steps as you did for copying from user to user, select the location, choose the credentials, and click the button to copy them over. 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 support@jenesissoftware.com • 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 info@jenesissoftware.com 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. Jenesis agency management system 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.