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JenesisNow + Wunderite

JenesisNow + Wunderite

JenesisNow + Wunderite integrations

Create risk profiles in Wunderite for new clients added in JenesisNow

Begin a streamlined onboarding process for your newly added clients in JenesisNow by generating their risk profile in Wunderite. This setup starts the moment a new client is added, creating an in-depth risk profile in Wunderite using the client's details. This smooth transfer of information saves you from time-consuming data entry and ensures speed and accuracy in setting up new clients, allowing you to focus more on providing excellent service.

  1. When this happens...
    New Client Added
    New Client Added
    New Client AddedTriggers when a new client is added.
  2. automatically do this!
    Create Risk Profile
    Create Risk Profile
    Create Risk ProfileCreates a commercial or personal risk profile.
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More things you can do with JenesisNow and Wunderite

Discover other triggers and actions you can use with JenesisNow and Wunderite

    • Trigger When Users at These Locations Add a New Client (Optional)
    Trigger
    Instant
    Try It
    • Trigger When Status Becomes
    • Trigger When Users at These Locations Update a Policy (Optional)
    Trigger
    Instant
    Try It
    • Risk Type
      Required
    • Risk Profile
    • Sort
    • Sort Order
    Trigger
    Polling
    Try It
    • Profile Type
      Required
    • Interest Name
      Required
    • Interest Type
    • Website
    • Description
    • Notes
    • Address Details
    • Address Line 1
    • Address Line 2
    • Address City
    • Address State
    • Address Zip Code
    • Address County
    • Address Country
    Action
    Write
    • Trigger When Users at These Locations Create a New Policy (Optional)
    Trigger
    Instant
    Try It
    • Risk Profile UUID
    • Risk Profile Type
    • Sort
    • Sort Order
    Trigger
    Polling
    Try It
    • Search
    • Profile Type
    • Include Address
    • Risk Profile UUID
    Trigger
    Polling
    Try It
    • Risk Profile
      Required
    • Premise
      Required
    • Building Number
    • Description
    • Construction Type
    • Sprinkler System
    • Year Built
    • Number of Stories
    • Floor Area (Sq Ft)
    • Occupancy
    • Protection Class
    • Flood Zone
    • Insurance-to-Value (ITV)
    • Assessed Value
    • Appraised Value
    • Notes
    • HazardHub Warning Header
    • Auto-fill COPE Data?
    • Include Related Data
    Action
    Write
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About JenesisNow
JenesisNow is an insurance agency management system that helps manage clients, track policies, and streamline operations
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About Wunderite
Wunderite is a service that automates insurance applications for insurance agents and their customers.
Related categories