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 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
- Agency Location
  Required
- External Source
- First Name
  Required
- Middle Name
- Last Name
- Full Name
- Email
  Required
- Phone
- Date of Birth
- Mailing Street
- Mailing City
- Mailing State
- Mailing ZIP / Postal Code
- Client Status
  Required
- Lead Source
- Customer Type
- Business Name
- Person Tags
Action
Write
- Client Agency Location
  Required
- External Source
- Client Email
  Required
- Policy Type
  Required
- Policy Status
  Required
- Effective Date
- Expiration Date
  Required
- Carrier Name
- Policy Number
- Written Premium
- Internal Notes
Action
Write
- 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
- Trigger For
- Trigger When Users at These Locations Add a Tag (Optional)
- Trigger Only for These Tag Names (Optional)
Trigger
Instant
Try It
- Agency Location
  Required
- Client
- Policy Type
  Required
- Policy Status
  Required
- Effective Date:
- Expiration Date:
- Carrier Name
- Policy Number:
- Written Premium
- Internal Notes
Action
Write
- 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

HelpHelp

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

Team Collaboration