Media Summary: How to set up and use the accounting feature in How to use the Turn On and Off Feature to Automatically Cancel Policies in Adding Broker and Premium Finance Company within
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Jenesisnow Client Profile Lock - Detailed Analysis

How to set up and use the accounting feature in How to use the Turn On and Off Feature to Automatically Cancel Policies in Adding Broker and Premium Finance Company within Setting up the J-Rater for a carrier (NC only) within

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JenesisNow - Client Profile Lock
JenesisNow Demo
JenesisNow - Setting up the Client Portal
JenesisNow - Linking Clients
JenesisNow - Client View Policy List Enhancement
JenesisNow - Added Acord 101 to Client Portal
JenesisNow - Copy function in client screen
JenesisNow - Creating a Commercial profile
JenesisNow - Accounting Feature
JenesisNow - Automatically Canceling Policies
JenesisNow - Adding Broker and Premium Finance Company
JenesisNow New Features February 2026
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