We have added check box for EFT and also changed the way payment plans are listed on the policy in JenesisNow.
Any questions? Email us at info@jenesissoftware.com!
NEW Check box for EFT and updated payment plans in policies in JenesisNow!
JenesisNow
NEW Transfer a Policy Feature in JenesisNow!
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!
NEW Ability to add Beneficiaries to the Life and Term policy screens in JenesisNow!
Users are now able to add Beneficiaries to the Life and Term policy screens in JenesisNow.
Any questions? Email us at info@jenesissoftware.com!