NEW Updated Invoices on Receipts in JenesisNow!
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!
NEW Add Attachment to Notes in Agency Advantage!
Added an attachment dropdown selection to the Notes form. Any questions? Email us at info@agencyadvantage.com!
NEW Business Owners Policy in JenesisNow!
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!
NEW User Credential Shortcut Icon Feature in JenesisNow!
We have added a shortcut icon to the navigation bar to quickly access your user credentials. Any questions? Let us know! Email us at info@jenesissoftware.com!
NEW Statement of Auto Coverage for Auto Policies in JenesisNow!
We have added a Statement of Auto Coverage for auto policies in the Actions card. Any questions or comments? Email us at info@jenesissoftware.com!
NEW Policy and Client Detail Options for Marketing Campaigns in JenesisNow!
We have added more policy and client detail options for users to choose to merge into the email and text campaigns in JenesisNow! Any questions or comments? Email us at info@jenesissoftware.com!
NEW Ability to Email Carriers from Company Profile in JenesisNow!
We have added the ability to email carriers from their company profile in JenesisNow! Any questions? Email us at info@jenesissoftware.com!
See what agents are saying about Jenesis Software!
“We switched over to Jenesis after having a negative experience with a different management system, and I am so glad that we did. Our agency is very happy with our Jenesis management system. The system is super user friendly and really easy to navigate. Our trainers are very friendly and knowledgeable, they are always available […]
NEW Absence Tracking Report on JenesisNow!
You can now view a report for Absence tracking. Any questions? Email us info@jenesissoftware.com!
NEW Marketing Campaign for Insureds with past due payments!
Added a marketing campaign for insureds who have a payment due and payment past due. Any questions about anything? Email us at info@jenesissoftware.com!