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!
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 […]
We have now updated invoices to allow editing of invoice line items! Any questions? Email us at support@jenesissoftware.com!
https://www.youtube.com/watch?v=ezSGxvgzpM0 We have added automation to enhance the workflow by including the ability to save acord forms and go directly to media with one click of a button. You can also email selected media from the media screen by selecting media you want to email and clicking the button that says email selected media. This […]
Version 23.6.0 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 Added a report to the Production Report, Personal Lines tab called Auto […]
We have added a text message specific card in the client file for outgoing and incoming text messages. This will make it much easier to view your text messages. Email us at support@jenesissoftware.com if you have any questions!
Users are now able to add tags to a person. This allows you to provide a more personalized relationship. Any questions? Email us at support@jenesissoftware.com!
“Thank you Eddie. I sincerely appreciate it. I am thoroughly impressed with how easy the program is and how engaged your team is. Companies like Vertafore and EZLynx have subpar customer experience metrics including limited response and resources for implementation of their platforms. Your team has an approach like none other, that values education, feedback […]
We have added the ability to merge lienholders in JenesisNow!
Users are now able to use the Advance Search for a Driver(Commerical/Personal). Any questions? Email us at support@jenesissoftware.com!