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!
Andy is a veteran of the US Army with twenty years of experience in the IT field. He is responsible for technical support of the legacy Agency Advantage product and working with customers to ensure they get the most use from their management system.
We have added the ability for agency admins and those with payment permissions to be able to edit the date on a receipt. This is helpful if you took a payment yesterday and did not enter the same day, you can now edit the date to match the date the payment was taken. Any […]
Added functionality to allow users to email attachents from the Attachments tab on the Company Setup screen in Agency Advantage! Email us at support@agencyadvantage.com!