
NEW Added Option for Renters Policies in JenesisNow!
We have added an option in Locations Options to change the default for HO-4 policies to Renters rather than Homeowners. Any questions? Email us at info@jenesissoftware.com!
We have added an option in Locations Options to change the default for HO-4 policies to Renters rather than Homeowners. Any questions? Email us at info@jenesissoftware.com!
From our founder Eddie Price: If you have any questions, please email info@jenesissoftware.com!
We have added a Commission Estimate report based on the data from the policy screens in JenesisNow. This is different than the existing commission manager report based on downloaded and manual commissions based on carrier commission statements in JenesisNow! Any questions or concerns? Email us at info@jenesissoftware.com!
If a user changes the policy type to be something different than how the policy downloaded, future downloads will respect the manual change in JenesisNow. Any questions or concerns? Email us at info@jenesissoftware.com!
We have replaced the + sign at the top right of the Commercial Proposals form with an x to close the form. We have added a new button called Create New Proposal to the form. This will make it more obvious how to create a new proposal in JenesisNow. Any questions or concerns? Email us […]
Users can now include a Simply Easier Payments Invoicing Pay Now link when emailing invoices to clients in JenesisNow! Any questions or concerns? Email us at info@jenesissoftware.com!
If you would like more information, send Eddie an email at eddie@jenesissoftware.com for more information.\ If you don’t have a Live Chat option on your agency’s website, take a look at this short video from Jenesis founder, Eddie Price. If you would like more information, send Eddie an email at eddie@jenesissoftware.com for more information.
We have added a visual report to show the percentage of personal lines vs commercial lines in JenesisNow. Any questions or concerns? Email us at info@jenesissoftware.com!
We have made many improvements to the personal property screens including adding many fields and Acord 80 data transfer in JenesisNow! Any questions or concerns? Email us at info@jenesissoftware.com or call us at 828-245-1171!
The client screen will now support up to three producers in JenesisNow! Any questions or concerns? Email us at info@jenesissoftware.com!