JenesisNow May Product Update

Posted on by Kaylee Spangler

This post was originally published on this site

May product update graphic

Exciting New Features:

  • Custom Fields – With the introduction of our new Custom Fields feature, agencies can now add their own custom fields directly to the policy screen—giving you more flexibility and control over the information you track. Watch video.
  • Zapier Integration – We’re thrilled to announce our new Zapier integration, making it easier than ever to connect Jenesis with thousands of third-party apps. Whether you’re automating email follow-ups, syncing data to spreadsheets, or streamlining tasks with your CRM, Zapier gives you the flexibility to create powerful workflows without writing a single line of code. Start saving time and boosting productivity—one Zap at a time! Watch video.
  • Commission Import Feature – Managing commissions just got easier! With our new CSV import feature in the Commission Manager, you can quickly upload commission data—saving time, reducing manual entry, and minimizing errors for a more efficient workflow.  Watch video.

All Other Features

  • We have improved the look and functionality of the payment types and payment fee’s under edit location.  Watch video.
  • We have added the default and custom location fee’s that show up on receipts to invoices and also the invoice now has an option to automatically complete an invoice from the policy screen.  Watch video.
  • We have added an option to location setup to make critical notes popup anywhere that you can have critical notes. This option is off by default.  Watch video.
  • Acord 125 – Commercial Insurance Application Applicant Information Section has been updated to form dated 2024/11
  • We have added the ability for admins to edit any end of day session
  • Added an option for creating an automatic Suspense for New Business.
  • We have added the ability to attach media when composing a j-mail.
  • ACORD 90 MD –  MARYLAND PERSONAL AUTO APPLICATION has been updated to version 11/2024
  • We have updated ACORD 50 FL to version 2024/09
  • ACORD 50 AZ – ARIZONA MOTOR VEHICLE INSURANCE IDENTIFICATION CARD has been updated to form dated 2024/10
  • We have updated the Acord 50 ID (Idaho Identification Card) to the latest version which is 2024/11.
  • We have updated Acord 135 NC to the updated version dated 2024/08.