A field for Certificate Holder Description has been added when generating Acord 25.
We have added the ability to text receipts.
We have added the ability to use dynamic data fields in user email templates.
When entering zip code for mortgagee information in a commercial property policy the city and state will now automatically populate by default.
We added the Acord 146 with basic prefilling.
Receipts have been updated so that multiple Policies can be chosen on a single Receipt.
We added Acord 827 Employment Practices Liability Insurance Section to the acord library.
An option to opt-out all customers from marketing campaigns has been added for agency admins.
We have added the ability to add any default coverage as an empty text field.
We have completed Phase 1 of the Jenesis Client Portal adding the ability to give your clients limited access through a client portal. They will be able to see basic information, policies, and receipts created inside your Jenesis system.
A new Email Marketing feature has been added that allows agents to send Marketing items to clients based on their Policy Companies and status.
Reports showing Total Time from the timeclock feature will now show an added line for hours totaling over 40.
The Policy Screen now shows the information from a Download on an unsupported Policy Type (BOP, Comm Pkg, etc).