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AgencyAdvantageClassic

NEW Transfer a Policy Feature in JenesisNow!

Posted on August 9, 2023August 7, 2023 by Jenesis Team

We have added the ability to use blank Acord forms without having to select a client in JenesisNow.

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

Posted in AgencyAdvantageClassic, Front Page, JenesisNow

NEW Ability to add Beneficiaries to the Life and Term policy screens in JenesisNow!

Posted on August 7, 2023 by Jenesis Team

Users are now able to add Beneficiaries to the Life and Term policy screens in JenesisNow.

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

Posted in AgencyAdvantageClassic, Front Page, JenesisNow

NEW All Companies Screen Feature in JenesisNow!

Posted on July 18, 2023July 17, 2023 by Jenesis Team

The All Companies list will now remember your last Status filter selection in JenesisNow.

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

Posted in AgencyAdvantageClassic, Front Page, JenesisNow

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