Users now have the ability to exclude one policy type while including another policy type from the Policy Detail and Policy/Client Detail report. This is intended to cross-sell clients that have one specific policy type but not another. Any questions or concerns? Email us at info@jenesissoftware.com!
We have added the ability for a user to filter a client’s policy list to show only personal lines policies or only commercial policies or all. The default will be all. Any questions or concerns? Email us at info@jenesissoftware.com!
“We switched from Doris Fileserver Online to JENESIS about 2 years ago. THERE IS NO COMPARISON! Jenesis is absolutely amazing. Going from a (mostly) Dos based management system to a full windows integration has been monumental for my agency. Jenesis provides incredible customer service, their systems very rarely go down, and the system file organization […]
We have added a new customizable report for Invoices in JenesisNow! Any questions or concerns? Email us at info@jenesissoftware.com!
Tim Hadley with Hadley Insurance Group has been a valuable customer of ours for several years. Tim utilizes all of our services including the JenesisNow agency management system, JenesisWeb Website Design, and JenesisReach Digital Marketing Services. See what he has to say about Jenesis! Do you have any stories to share? Are you […]
Users can now rearrange the order of the Client and Policy Action buttons. Any questions or concerns? Email us at info@jenesissoftware.com!
We have added No Workers Compensation, No General Liability, and No Business Auto email & text marketing campaigns to help cross sell commercial accounts. Any questions or concerns? Email us at info@jenesissoftware.com!
Updates have been made to the Invoice system and Receipts can now be applied directly to Invoices. Any questions about the video? Or any concerns? Email us at info@jenesissoftware.com!
Added an attachment dropdown selection to the Notes form. Any questions? Email us at info@agencyadvantage.com!
We have enabled setting default coverages for Business Owners Policies. We have also renamed Business Owner BOP to Business Owners Policy. Any questions or concerns? Email us at info@jenesissoftware.com!