Noteworthy Enhancements
- We have added the ability for a user to add a note when renewing a policy. View Video
- Users can now re-order policy tags. View Video
- In agency location under Location Options, we have added an option to Default Auto Policy Terms to 6 Months. Also, the effective date will now default to today’s date for new policies, and the expiration date default to 6 months. View Video
- Update receipts to automatically fill in the amount based on payment type, premium, and payment plan information. View Video
- The policy version list will now show the transaction type. If it was a download, the download purpose, and if it was a user change it will show user change. View Video
- We have added an absence tracking feature to JenesisNow and the ability to allot PTO hours to users. View Video
Additional Updates
- We have changed receipting to now allow a $0.00 Amount Tendered.
- If your agency has Fee Consent form turned on for receipts, we have made a change to not have that fee consent be included unless the receipt does contain at least one fee.
- Changed Dashboard boxes to match common blue with white text.
- Linked clients has been moved below Policies card.
- We have added the user’s signature to the Acord 125.
- We have added the user’s signature to the Acord 24 – Certificate of Property Insurance.
- Invoice will no longer appear for Basic Agencies.
- The Acord 25, Certificte of Liability, will now build with the Commercial Umbrella / Excess policy info and coverage.
- We have added a claims phone number field to company setup.
- Standardized buttons in varies locations.
- Moved zip above city when adding a new lienholder.
- Updated Delete Commission screen and search functionality.
- Updated NAIC code list to June 27, 2023 version.
- All advanced search options now show more information in columns.
- Updated NC violation list.
- Now when replying to a email message on a client through email integration the reply will show up under sent for the client even when it is sent to a different email address other than the client, like the carrier.
- We have also fixed a bug preventing Reply All from always adding all the message recipients.
- We have given the option for the user to select how many certificate holders can show in the list.
- JenesisNow will make a note when a user changes the commission percentage for any producer on the policy screen.
- If an existing vehicle has the VIN and the year but does not have the airbag info, JenesisNow will attempt to autopopulate the airbag information.
- Made improvements to Notes and Media information displayed
- We have added the option to copy a location to a new location and carry the location information over to the copied locaiton.
- Cyber Liability is now a policy type and details appear on acord 25.