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.

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

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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
- Risk Profile
  Required
- Prefix
- First Name
  Required
- Last Name
  Required
- 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 Type
  Required
Action
Write
- Risk Profile
  Required
- Name
  Required
- 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 Profile
  Required
- Location Number
- Description
- Notes
- Address Details
- Address Line 1
- Address Line 2
- Address City
- Address State
- Address Zip Code
- Address County
Action
Write
- Risk Profile
  Required
- Building
  Required
- Subject of Insurance
  Required
- 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 Profile
  Required
- State
  Required
- Class Code
  Required
- Premise
  Required
- Projected Payroll
- Notes
- Include Related Data
Action
Write
- Profile Type
  Required
- Additional Interest
  Required
Action
Write
- Risk Profile
  Required
- Contact
  Required
Action
Write
- Profile Type
  Required
- Equipment
  Required
Action
Write
- Risk Profile
  Required
- Legal Entity
  Required
Action
Write
- Risk Profile
  Required
- Premise
  Required
Action
Write
- Risk Profile
  Required
- Filter by Building
  Required
- Subject of Insurance
  Required
Action
Write
- Risk Profile
  Required
- Workers Comp Exposure
  Required
Action
Write
- Risk Profile
  Required
- Building
  Required
- 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 Type
  Required
- Driver
  Required
- 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 Profile
  Required
- Home
  Required
- 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 Profile
  Required
- Liability Exposure
  Required
- Premise
- Class Code
- Exposure Amount
- Premium Base
- Is Foreign?
- Notes
Action
Write
- Profile Type
  Required
Action
Write
- Profile Type
  Required
- Vehicle
  Required
- 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 Profile
  Required
- Search Query
  Required
- Include Relations
Action
Search
- Risk Profile
  Required
- General Search
- Filter by Name
- Filter by Email
- Filter by Phone
- Filter by Role
Action
Search
- Risk Profile
  Required
- Search Query
  Required
- Include Relations
Action
Search
- Risk Profile
  Required
- Search Query
Action
Search
- Risk Profile
  Required
- Search Query
  Required
Action
Search
- Search
- Profile Type
- Include Address
- Risk Profile UUID
Action
Search
- Risk Profile
  Required
- 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 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
- Profile Type
  Required
Action
Write
- Personal Risk Profile
  Required
- Description
  Required
- 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 Profile
  Required
- Premise
  Required
- Class Code
- Exposure Amount
- Premium Base
- Is Foreign?
- Notes
Action
Write
- Profile Type
  Required
- Name
  Required
- 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 Type
  Required
Action
Write
- HTTP Method
  Required
- Endpoint Path
  Required
- Query Params (JSON)
- Body (JSON)
- Additional Headers (JSON)
- ID Field Path
Action
Write
- Risk Profile
  Required
- Building
  Required
Action
Write
- Profile Type
  Required
- Driver
  Required
Action
Write
- Personal Risk Profile
  Required
- Home
  Required
Action
Write
- Risk Profile
  Required
- Liability Exposure
  Required
Action
Write
- Profile Type
  Required
Action
Write
- Profile Type
  Required
- Vehicle
  Required
Action
Write
- Profile Type
  Required
Action
Write
- Risk Profile
  Required
- Contact
  Required
- Prefix
- First Name
- Last Name
- Suffix
- Job Title
- Is Employee?
- Contact Roles
- Is Primary Contact?
- LinkedIn URL
- Notes
Action
Write
- Profile Type
  Required
Action
Write
- Risk Profile
  Required
- Legal Entity
  Required
- 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 Profile
  Required
- Premise
  Required
- 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 Profile
  Required
- Filter by Building
  Required
- Subject of Insurance
  Required
- 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 Profile
  Required
- Workers Comp Exposure
  Required
- State
- Class Code
- Premise
- Projected Payroll
- Notes
Action
Write
- Risk Profile
  Required
- Search Query
- Filter by Premise
- Include Related Data
Action
Search
- Risk Profile
  Required
- Search Name
  Required
Action
Search
- Personal Risk Profile
  Required
- Search Query
- Include Related Data
Action
Search
- Search Query (Fuzzy Match)
- Exact Class Code
- Description (Exact/Fuzzy Match)
Action
Search
- Risk Profile
  Required
- Search Query
- Location Number
Action
Search
- Risk Profile
  Required
- Search Query
  Required
Action
Search
- State
  Required
- 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

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Related categories

CRM (Customer Relationship Management)

About Wunderite

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

HelpHelp

Related categories

Beta

Team Collaboration