JenesisNow and Salesflare

How to connect JenesisNow

When new Client Added in JenesisNow, find or create account, then find or create contact, then add contact to account in Salesflare.

JenesisNow is an insurance agency management system that helps manage clients, track policies, and streamline operations

Start a workflow when this happens

New Client Added — Triggers when a new client is added.
New Policy Created — Triggers when a new policy is created.
Policy Updated — Triggers when an existing policy is updated.
Tag Added — Triggers when a tag is added to a Client or Policy in JenesisNow.

Things Salesflare can make it do

Create Policy by Reference — Creates a policy in JenesisNow by finding the correct client using an external ID or email and location.
Create Policy for Selected Client — Creates a policy under the selected client
Create/Update Client — Creates a new Client In JenesisNow

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