We have added the ability to copy the insurance company name and policy number from the policy list without the user being taken into the policy. This also works for the people. In addition, we have reformatted the People card to make it easier to read.

 

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

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!