Author: Kaylee Spangler

Happy Valentine’s Day from Jenesis Software!

Posted on by Kaylee Spangler

Happy Valentine’s Day from Jenesis Software! ❤️

Today, we’re celebrating the love that keeps our industry thriving—our amazing clients! Your trust, loyalty, and partnership mean the world to us, and we’re grateful for the opportunity to support your agency’s success every day.

Just like a perfect match, Jenesis is here to help your agency grow, streamline operations, and build lasting relationships with your clients.

Wishing you a day filled with love, appreciation, and maybe even a little extra chocolate! 

– The Jenesis Team 

 

JenesisNow February Product Update

Posted on by Kaylee Spangler

Exciting New Feature

  • We have added the ability to save email marketing templates and client/policy emails as a saved template.  View Demo

All Other Features

  • We have added a new Payment Summary report under Summary Reports.
  • We have changed receipts so that now only the amounts on items with the payment method Credit Card to Agency will go over to Simple Easier Payments and WeSignature Payments.
  • We have added county to the client quick add screen for the address and we have moved the referred by field above producers and under source.
  • You can now add ITC company credentials for the same carrier at multiple locations.
  • The Acord 146 Equipment Floater Section will now fill out the Scheduled Items, Equipment Storage, & Additional Interest sections for policy types that have them.
  • The sidebar open/close setting now saves as a user preference.
  • We have added the date that a user was added to JenesisNow on the user screen.