We have added a Commission Estimate report based on the data from the policy screens in JenesisNow. This is different than the existing commission manager report based on downloaded and manual commissions based on carrier commission statements in JenesisNow!

 

 

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

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!

 

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!