When importing a payment/receipt taken in JenesisNow, into the Check Register, the insured’s receipt number, name, and policy number, will also import into the transaction for all the insureds who are a part of that transaction.

 

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

 

Users now have the ability to exclude one policy type while including another policy type from the Policy Detail and Policy/Client Detail report. This is intended to cross-sell clients that have one specific policy type but not another.

 

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

We have added the ability for a user to filter a client’s policy list to show only personal lines policies or only commercial policies or all. The default will be all.

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