Jenesis 22.2.0 Beta Version Now Available

Version 22.2.0 Beta 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. Added a way on the policy screen to see the commission download history for that policy.
  2. We have enhanced the user interface when sending emails from both the Client Main Screen and the Main Quote form. The user will now be taken to the template form where thecan easily select bothe the first insured and the second insured to receive the email. The user may choose to use the template or ignore them.
  3. Jenesis will now populate the 2nd insured field and the 2nd insured DOB field on the client main screen when the information comes in via downloads.
  4. The Active policy reports by company and by broker for both Personal and Commercial lines have been altered to reflect the company name rather than the parent company.

Check out the video for additional update help