november product update graphic

JenesisNow

  • Added ability to populate city and state based on zip code anywhere an address is entered.
  • Filter modified for the Policies / Pending Renewals main dashboard box to include “Policies where I’m the Producer” and “Policies where I’m the user”.
  • Added Mobile Phone 1 and 2 to the Client & Policy Detail Report.
  • Added the option to add when the roof, plumbing, and electrical were updated for personal property policies.
  • There is a new report called Client Profiles showing you the total number of clients profiles you have in JenesisNow versus the number of individual people.
  • Added Acord 30 – Certificate of Garage Insurance added to the library.
  • Added a suggestion button to the HELP section of JenesisNow that links to the suggestion form and goes to support@jenesissoftware.com.

JenesisClassic

  • Policy Type Manager Tool – fix so that the last policy type you change holds the change.  If you don’t tab out of the field, it does not hold the change.
  • We have made an easy way to match up the policy types in Jenesis to the policy types for JenesisNow for easier conversion.
  • We have created a new report on the All Lines Tab that provides an excel spreadsheet download of all active policies, which includes detailed client and policy information.  This report is designed for GloveBox; however, it will be a very useful report for all agencies.
  • We have added a new field ( Policy Notes ) to the General information Tab in Commercial lines.  This field shows on the commercial tab.  It may be used for any purpose such as an address line.
  • We have created 4 new Expiration reports – Personal lines by the user and by Producer as well as Commercial lines by user and producer.
  • The following ACORD forms have been updated:
    • ACORD 60 TX (2021/11) 2016/03 Texas Auto Supplement- Texas Auto Supplement – CONSUMER BILL OF RIGHTS – Personal Automobile Insurance
    • ACORD 61 SC (2021/09)  – South Carolina Auto Supplement – Offer of Additional Uninsured Motorist Coverage and Optional Underinsured Motorist Coverage
    • ACORD 62 TX (2021/11) 2016/03 Texas Auto Supplement- Texas Auto Supplement – CONSUMER BILL OF RIGHTS – Personal Automobile Insurance (Spanish Version)
    • ACORD 65 SC (2021/09)  – South Carolina Auto Supplement – Offer of Additional Uninsured Motorist Coverage and Optional Underinsured Motorist Coverage for Commercial/Business
    • ACORD 67 TX (2021/11) Texas Homeowners and Personal Property Supplement: CONSUMER BILL OF RIGHTS – Homeowners, Dwelling and Renters Insurance
    • ACORD 68 TX (2021/11) Texas Homeowners and Personal Property Supplement: CONSUMER BILL OF RIGHTS – Homeowners, Dwelling and Renters Insurance (Spanish Version)
    • Updated ACORD 28 to prefill the name field with the business name if it is populated.  Otherwise, prefill with first and last name.
    • Added the ACORD 75 to be accessible from Quote Control.
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