JenesisNow + Wunderite

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.

When this happens...
New Client Added
Triggers when a new client is added.
TriggerInstant
automatically do this!
Create Risk Profile
Creates a commercial or personal risk profile.
ActionWrite

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Supported triggers and actions

- 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 TypeRequired
- Risk Profile
- Sort
- Sort Order
Trigger
Polling
Try It
- Profile TypeRequired
- Interest NameRequired
- 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
- Risk ProfileRequired
- Prefix
- First NameRequired
- Last NameRequired
- Suffix
- Job Title
- Work Email
- Personal Email
- Other Email
- Work Phone
- Mobile Phone
- Home Phone
- Fax Number
- Other Phone
- Is Employee?
- Contact Roles
- Is Primary Contact?
- LinkedIn URL
- Notes
Action
Write

- Profile TypeRequired
Action
Write
- Risk ProfileRequired
- NameRequired
- Is First Named Insured?
- Description
- FEIN (Tax ID)
- Entity Type
- State of Incorporation
- Date of Organization
- Website
- DOT Number
- Annual Sales
- Annual Payroll
- Fiscal Year Start Month
- Fiscal Year Start Day
- Notes
- Include Related Data
Action
Write

- Risk ProfileRequired
- Location Number
- Description
- Notes
- Address Details
- Address Line 1
- Address Line 2
- Address City
- Address State
- Address Zip Code
- Address County
Action
Write
- Risk ProfileRequired
- BuildingRequired
- Subject of InsuranceRequired
- Amount (in Cents)Required
- Valuation Method
- Coinsurance %
- Cause of Loss
- Inflation Guard %
- Deductible (in Cents)
- Deductible Type
- Forms and Conditions
- Include Related Data
Action
Write
- Risk ProfileRequired
- StateRequired
- Class CodeRequired
- PremiseRequired
- Projected Payroll
- Notes
- Include Related Data
Action
Write
- Profile TypeRequired
- Additional InterestRequired
Action
Write
- Risk ProfileRequired
- ContactRequired
Action
Write
- Profile TypeRequired
- EquipmentRequired
Action
Write
- Risk ProfileRequired
- Legal EntityRequired
Action
Write
- Risk ProfileRequired
- PremiseRequired
Action
Write
- Risk ProfileRequired
- Filter by BuildingRequired
- Subject of InsuranceRequired
Action
Write
- Risk ProfileRequired
- Workers Comp ExposureRequired
Action
Write
- Risk ProfileRequired
- BuildingRequired
- Premise
- 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
- Profile TypeRequired
- DriverRequired
- First Name
- Middle Name
- Last Name
- Driver Number
- Date of Birth
- License Number
- License State
- License Expiration
- Sex
- Marital Status
- Year Licensed
- Percent Use
- Primary Vehicle
- Notes
- Driver Address Details
- Driver Address Line 1
- Driver Address Line 2
- Driver Address City
- Driver Address State
- Driver Address Zip Code
- Driver Address County
Action
Write
- Personal Risk ProfileRequired
- HomeRequired
- Description
- Address Details
- Address Line 1
- Address Line 2
- Address City
- Address State
- Address Zip Code
- Address County
- Address Country
- Home Details
- 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
- Include Related Data
Action
Write
- Risk ProfileRequired
- Liability ExposureRequired
- Premise
- Class Code
- Exposure Amount
- Premium Base
- Is Foreign?
- Notes
Action
Write
- Profile TypeRequired
Action
Write
- Profile TypeRequired
- VehicleRequired
- VIN
- Make
- Model
- Year
- Vehicle Number
- Body Type
- Gross Combined Weight
- Gross Vehicle Weight
- Horse Power
- Purchase Date
- Seat Capacity
- Symbol / Age
- Registration
- Registration State
- Cost New
- Comprehensive Deductible
- Collision Deductible
- Vehicle Use
- Notes
- Auto-fill Data from VIN?
- Garaging AddressDetails
- Garaging AddressLine 1
- Garaging AddressLine 2
- Garaging AddressCity
- Garaging AddressState
- Garaging AddressZip Code
- Garaging AddressCounty
Action
Write
- Risk ProfileRequired
- Search QueryRequired
- Include Relations
Action
Search
- Risk ProfileRequired
- General Search
- Filter by Name
- Filter by Email
- Filter by Phone
- Filter by Role
Action
Search
- Risk ProfileRequired
- Search QueryRequired
- Include Relations
Action
Search
- Risk ProfileRequired
- Search Query
Action
Search
- Risk ProfileRequired
- Search QueryRequired
Action
Search
- Search
- Profile Type
- Include Address
- Risk Profile UUID
Action
Search
- Risk ProfileRequired
- Search Query
- State
- Filter by Class Code (Number)
Action
Search

- 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 ProfileRequired
- PremiseRequired
- 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
- Profile TypeRequired
Action
Write
- Personal Risk ProfileRequired
- DescriptionRequired
- Address Details
- Address Line 1
- Address Line 2
- Address City
- Address State
- Address Zip Code
- Address County
- Address Country
- Home Details
- 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
- Include Related Data
Action
Write
- Risk ProfileRequired
- PremiseRequired
- Class Code
- Exposure Amount
- Premium Base
- Is Foreign?
- Notes
Action
Write
- Profile TypeRequired
- NameRequired
- Segment UUID
- Phone
- Phone Extension
- Address Details
- Address Line 1
- Address Line 2
- Address City
- Address State
- Address Zip Code
- Add Me as Collaborator
Action
Write
- Profile TypeRequired
Action
Write
- HTTP MethodRequired
- Endpoint PathRequired
- Query Params (JSON)
- Body (JSON)
- Additional Headers (JSON)
- ID Field Path
Action
Write
- Risk ProfileRequired
- BuildingRequired
Action
Write
- Profile TypeRequired
- DriverRequired
Action
Write
- Personal Risk ProfileRequired
- HomeRequired
Action
Write
- Risk ProfileRequired
- Liability ExposureRequired
Action
Write
- Profile TypeRequired
Action
Write
- Profile TypeRequired
- VehicleRequired
Action
Write
- Profile TypeRequired
Action
Write
- Risk ProfileRequired
- ContactRequired
- Prefix
- First Name
- Last Name
- Suffix
- Job Title
- Is Employee?
- Contact Roles
- Is Primary Contact?
- LinkedIn URL
- Notes
Action
Write
- Profile TypeRequired
Action
Write
- Risk ProfileRequired
- Legal EntityRequired
- Name
- Is First Named Insured?
- Description
- FEIN (Tax ID)
- Entity Type
- State of Incorporation
- Date of Organization
- Website
- DOT Number
- Annual Sales
- Annual Payroll
- Fiscal Year Start Month
- Fiscal Year Start Day
- Notes
Action
Write
- Risk ProfileRequired
- PremiseRequired
- Location Number
- Description
- Notes
- Address Details
- Address Line 1
- Address Line 2
- Address City
- Address State
- Address Zip Code
- Address County
- Address Country
- Include Related Data
Action
Write
- Risk ProfileRequired
- Filter by BuildingRequired
- Subject of InsuranceRequired
- Subject of Insurance Type
- Move to Different Building
- Amount (in Cents)
- Valuation Method
- Coinsurance %
- Cause of Loss
- Inflation Guard %
- Deductible (in Cents)
- Deductible Type
- Forms and Conditions
- Include Related Data
Action
Write
- Risk ProfileRequired
- Workers Comp ExposureRequired
- State
- Class Code
- Premise
- Projected Payroll
- Notes
Action
Write
- Risk ProfileRequired
- Search Query
- Filter by Premise
- Include Related Data
Action
Search
- Risk ProfileRequired
- Search NameRequired
Action
Search
- Personal Risk ProfileRequired
- Search Query
- Include Related Data
Action
Search
- Search Query (Fuzzy Match)
- Exact Class Code
- Description (Exact/Fuzzy Match)
Action
Search
- Risk ProfileRequired
- Search Query
- Location Number
Action
Search
- Risk ProfileRequired
- Search QueryRequired
Action
Search
- StateRequired
- Class Code (Filter)
- Search (Fuzzy)
- Description (Filter)
Action
Search

About JenesisNow

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

Related categories

CRM (Customer Relationship Management)

About Wunderite

Wunderite is a service that automates insurance applications for insurance agents and their customers.

Related categories

Team Collaboration

JenesisNow + Wunderite

Create risk profiles in Wunderite for new clients added in JenesisNow

New Client Added

Policy Updated

New Completed Questionnaire

Create Additional Interest

Create Contact

Create Equipment

Create Legal Entity

Create Premise

Create Subject of Insurance

Create Workers Comp Exposure

Delete Additional Interest

Delete Contact

Delete Equipment

Delete Legal Entity

Delete Premise

Delete Subject of Insurance

Delete Workers Comp Exposure

Update Building

Update Driver

Update Real Estate (Home)

Update Liability Exposure

Update Risk Profile

Update Vehicle

Find Additional Interest

Search Contacts

Find Equipment

Find Legal Entity

Find Liability Exposure

Search Risk Profiles

Find Workers Comp Exposure

New Policy Created

New Completed Signature Form

New Risk Profile

Create Building

Create Driver

Create Real Estate (Home)

Create Liability Exposure

Create Risk Profile

Create Vehicle

Custom API Request (Advanced)

Delete Building

Delete Driver

Delete Real Estate (Home)

Delete Liability Exposure

Delete Risk Profile

Delete Vehicle

Update Additional Interest

Update Contact

Update Equipment

Update Legal Entity

Update Premise

Update Subject of Insurance

Update Workers Comp Exposure

Find Building

Find Driver

Find Real Estate (Home)

Find Liability Class Code

Find Premise

Find Vehicle

Workers Comp Class Codes

About JenesisNow

Related categories

About Wunderite

Related categories