NEW Auto Field to Auto Policies in Agency Advantage!

Posted on October 4, 2023 by Kaylee Spangler

Added vehicle usage, mileage, and primary driver fields to auto policies.

Any questions? Please email us at support@agencyadvantage.com!

NEW Improvement to Notes Feature in JenesisNow!

Posted on October 4, 2023October 2, 2023 by Kaylee Spangler

https://www.youtube.com/watch?v=ZUsBvLlF3L8

When entering note from the client screen, you will now have the option to choose a policy number that the note relates to. Also, when adding a note from a policy, that policy number will default as part of the note.

Any questions? Email us at info@jenesissoftware.com!

NEW Preferred Name Feature in JenesisNow!

Posted on October 2, 2023 by Kaylee Spangler

Email/TextTemplate in User Preferences – Preferred Name is now an option for email and texts.

Any questions? Email us at info@jenesissoftware.com!