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JenesisNow

NEW Ability to Link Clients in JenesisNow!

Posted on November 7, 2023November 20, 2023 by Kaylee Spangler

https://www.youtube.com/watch?v=KzbBFbjsj5o

Added the ability to link Clients in JenesisNow, creating a quick reference between related clients.

 

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

Posted in AgencyAdvantageClassic, Front Page, JenesisNow

NEW Rewrite Option to Policy and User Setup in JenesisNow!

Posted on November 1, 2023October 24, 2023 by Kaylee Spangler

We have added a Rewrite checkbox to the policy screen. We have also added a Rewrite commission option to user setup. This will change the way commission is calculated if the user is setup with a different commission amount for rewrites vs new and renewal.

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

Posted in AgencyAdvantageClassic, Front Page, JenesisNow

NEW Updated Commission Report Feature in JenesisNow!

Posted on October 27, 2023October 18, 2023 by Kaylee Spangler

Reports previously labeled “Commission Statement” and “Commission Overview” have been condensed into a single report called “Commission”, with an enhanced field list.

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

Posted in AgencyAdvantageClassic, Front Page, JenesisNow

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