Jenesis Version 22.12.0 Now Available

Version 22.12.0 is now available for download if you are on the desktop version of Jenesis. If you are hosted, and most of you are, you will be automatically updated over the next few weeks.

Some of the features in this version include

  1. Jenesis will now automatically make a note in the customer profile or policy when the text message campaign runs.
  2. Added gender to the Client Main Screen for insured and second insured.
  3. When processing downloads where client has a suffix, Jenesis will now search for the name properly when you are processing the downloads.
  4. After selecting Insured Request for cancel reason, Jenesis will prompt the user as follows and automatically mark the policy to not send further emails or texts messages if the user selects Yes. Would you like to stop cancellation emails/texts from going to this customer about this policy?
  5. When filtering the Quote Control list on the Jenesis Main Screen, it will now adjust the Total premium to only show for that user.
  6. Added the Acord 137 for CA to the Acord Library.
  7. Jenesis will now automatically prompt the user to clock out if they attempt to exit the software with the Exit button on the dashboard and have not yet clocked out for the day.

Check out the video for additional update help