
NEW Auto-Save on Policy List Screen Feature in JenesisNow!
The policy list on the client screen will now save and retain the column you select to sort by to be used on every client. Email us at support@jenesissoftware.com if you have any questions!
The policy list on the client screen will now save and retain the column you select to sort by to be used on every client. Email us at support@jenesissoftware.com if you have any questions!
You are now able to chose font and text color when entering a marketing email template instead of only black. You can now make your marketing emails stand out. Any questions? Email us at support@jenesissoftware.com!
In honor of all veterans and active service members – we thank you. Jenesis Support will be unavailable Monday, May 29th. Enjoy your weekend, be safe, and thank our service members!
We have moved some of the coverage sections to fit the screen better and to make for a better user experience. Any questions? Email us at support@jenesissoftware.com!
Updated Personal and Commercial Umbrella screens to pull information for underlying policies from matching policy types on the client. Any questions? Email us at support@jenesissoftware.com!
A User will now have the ability to upload a profile photo in the User -> Profile -> Preference settings.
Meet the Jenesis team and figure out just what JenesisNow can do! Any questions? Email us at info@jenesissoftware.com!
We are excited to introduce the new JenesisNow integration with Lightspeed, a Fully Featured Phone and Communications Platform + Automated Sales Performance Tools that let you be amazing. When a customer calls your agency, JenesisNow will automatically open the customer’s profile for you. Pretty awesome! Any questions? Email us at support@jenesissoftware.com!
Go to Amazon and pick up Jenesis Software Founder Eddie Price’s book The Perfect Insurance Agency: Simple Changes to Ensure Success! If you feel as if you don’t get your money’s worth with this book, email Eddie at eddie@jenesissoftware.com for your money back guarantee! Did you enjoy the book? Email Eddie and tell him […]
The user now has the option to hide the side cards for Actions, Receipts and Invoices on the Client and Policy screens and can be easliy changed in the user’s profile. This feature will make navigating on those screens easier by removing the cards they do not use. Any questions? Email us at support@jenesissoftware.com!