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AgencyAdvantageClassic

NEW Manual changes to policy type on downloads in JenesisNow!

Posted on October 16, 2024 by Kaylee Spangler

If a user changes the policy type to be something different than how the policy downloaded, future downloads will respect the manual change in JenesisNow. 

 

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

 

Posted in AgencyAdvantageClassic, Front Page, JenesisNow

NEW Updated Commercial Proposals Feature in JenesisNow!

Posted on October 10, 2024October 9, 2024 by Kaylee Spangler

We have replaced the + sign at the top right of the Commercial Proposals form with an x to close the form. We have added a new button called Create New Proposal to the form. This will make it more obvious how to create a new proposal in JenesisNow.

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

Posted in AgencyAdvantageClassic, Front Page, JenesisNow

NEW SEP payment link on emailed invoices in JenesisNow!

Posted on October 9, 2024 by Kaylee Spangler

Users can now include a Simply Easier Payments Invoicing Pay Now link when emailing invoices to clients in JenesisNow!

 

 

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

Posted in AgencyAdvantageClassic, Front Page, JenesisNow

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