NEW Changes to the Policy Version List in Jenesis Software!
The Policy Version list will now more accurately reflect how a change was made – by the user or by the system. Email us at info@jenesissoftware.com!
NEW Customer Settings Feature in Agency Advantage!
Added user setting to choose whether the History tab or Policy tab is opened when entering a customer. Any questions? Email us at support@agencyadvantage.com!
NEW Address for Invoices and Letters Feature in JenesisNow!
Added the ability to choose an Address when printing an Invoice or a Letter. Any questions? Email us at info@jenesissoftware.com!
NEW Updated Single Run Marketing Campaign in JenesisNow!
We have added policy type and policy status to the single run marketing campaign. Any questions? Email us at info@jenesissoftware.com!
NEW Goals Tracker Feature in JenesisNow!
New feature added – Goals tracker! The ability to track goals for users in JenesisNow. Any questions? Email us at support@jenesissoftware.com!
NEW Payment Link in Email Invoices Feature in Jenesis Classic!
Users can now add a link to invoices emailed to customers where the customer can click on the link to make a payment. Any questions? Email us at support@jenesissoftware.com!
NEW Dashboard Card that Shows Online Users in JenesisNow!
We have added a dashboard box to show a list of users that are logged in and online in your agency. They will show as offline if they logout or if they are inactive inside of JenesisNow for 1 hour. Any questions? Email us at support@jenesissoftware.com!
NEW Ability to View Names within Policy Feature in JenesisNow!
Added Ability to view Persons name within a Policy. Once in a policy you can click on the persons name and their information will appear (email, address, and phone number). Any questions? Email us at support@jenesissoftware.com!
Lightspeed Voice is offering first month FREE!
We have amazing news! Lightspeed Voice is offering the first month FREE for Jenesis Software customers! Lightspeed Voice is integrated with JenesisNow and is a fully featured VoIP phone and communications platform that lets you connect your business with your clients. Lightspeed is by far the leading choice of insurance agencies; in fact, many members […]
NEW Updated Invoices Edit Feature in JenesisNow!
We have now updated invoices to allow editing of invoice line items! Any questions? Email us at support@jenesissoftware.com!