NEW Auto Field to Auto Policies in Agency Advantage!
Added vehicle usage, mileage, and primary driver fields to auto policies. Any questions? Please email us at support@agencyadvantage.com!
NEW Improvement to Notes Feature in JenesisNow!
https://www.youtube.com/watch?v=ZUsBvLlF3L8 When entering note from the client screen, you will now have the option to choose a policy number that the note relates to. Also, when adding a note from a policy, that policy number will default as part of the note. Any questions? Email us at info@jenesissoftware.com!
NEW Preferred Name Feature in JenesisNow!
Email/TextTemplate in User Preferences – Preferred Name is now an option for email and texts. Any questions? Email us at info@jenesissoftware.com!
JenesisClassic Version 23.10.0 Now Available
Version 23.10.0 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 Updated Acord 90 ID version to 2023/09 Updated Acord 137 ID version […]
NEW Send a WeSignature through Text Feature in JenesisNow!
We have added the ability to send a WeSignature document to be signed via text message. Any questions? Email us at info@jenesissoftware.com!
NEW End of Day Receipts Feature in JenesisNow!
JenesisNow has now added the ability to select and print multiple End Of Day session receipts at a time to combine work from multiple individuals or days. Any questions? Email us at info@jenesissoftware.com!
NEW Improved Commission Policy Selection in JenesisNow!
Improved the commission policy selection for manually entered commissions. Any questions? Email us at info@jenesissoftware.com!
NEW User Signature to ACORD 35 in JenesisNow!
We have added user signature to the Acord 35 (Cancellation Request Form) under the Producer’s Signature section of the form. Any questions? Email us at info@jenesissoftware.com!
NEW Set Filter on Suspenses for X number of days in JenesisNow!
We have added the ability to set a filter on suspenses for X number of days in the future. Any questions? Email us at info@jenesissoftware.com!
NEW Removing and Attaching Clients via Email Integration in JenesisNow!
We have added the ability to remove any email message from email integration from a client profile for agency admins and from a client from an email message by any user in their own mailbox. We have also added the ability to associate any message from the mailbox to a client. Any questions? Email us […]