NEW Ability to Link Clients in JenesisNow!
https://www.youtube.com/watch?v=KzbBFbjsj5o Added the ability to link Clients in JenesisNow, creating a quick reference between related clients. Any questions? Email us at info@jenesissoftware.com!
NEW Updated Invoice in Jenesis Classic!
We have increased the Note field on the invoice screen to allow more characters. In the past, the limit here was 255 characters and now there is no limit. Users are also now able to format the Note content using formatting like bold, underline, colors, etc. Any questions? Email us at info@jenesissoftware.com!
NEW Rewrite Option to Policy and User Setup in JenesisNow!
We have added a Rewrite checkbox to the policy screen. We have also added a Rewrite commission option to user setup. This will change the way commission is calculated if the user is setup with a different commission amount for rewrites vs new and renewal. Any questions? Email us at info@jenesissoftware.com!
NEW Updated Commission Report Feature in JenesisNow!
Reports previously labeled “Commission Statement” and “Commission Overview” have been condensed into a single report called “Commission”, with an enhanced field list. Any questions? Email us at info@jenesissoftware.com!
NEW Occupation List Ability to merge and make inactive in JenesisNow!
We have added the ability to make occupations inactive in agency setup as well as the ability to merge occupations. Any questions? Email us at info@jenesissoftware.com!
NEW JenesisNow Mobile App!
You can now create an icon on your mobile device for JenesisNow and experience JenesisNow as a mobile app rather than running it inside a browser. This will work on both Android and Apple devices. Any questions? Email us at info@jenesissoftware.com!
NEW Ability to Exclude People from Search and Dashboard in JenesisNow!
We have added the ability to exclude people on a client from showing in the search and dashboard if you do not want to see them. By default Insured and CoInsured will default so always show. Any questions? Email us at info@jenesissoftware.com!
NEW Single Run Marketing Campaign based on Age Range in JenesisNow!
We have added the ability to send the single run email and text marketing campaign based on the person’s age. Any questions? Email us at info@jenesissofware.com!
NEW Improved Advanced Search Feature in JenesisNow!
We have added the insured’s address to the name search results on the main search as well as in advanced search for name and business name search. We have also added people tags if they have them. Any questions? Email us at info@jenesissoftware.com!
NEW Carrier Commission Rate Feature in JenesisNow!
We have made several changes to Company Setup and the policy screen to enable agencies to be able to have the same company in JenesisNow with different brokers or parent company commissions. Any questions? Email us at info@jenesissoftware.com!