Exciting New Features:
- We have Integrated AI-assisted capabilities into the marketing template creation and editing process for email and text campaigns. Enabling streamlined content generation and improved efficiency in developing high-quality marketing communications. Watch video.
All Other Feature
We have integrated AI-assisted capabilities into the marketing template creation and editing process for email and text campaigns. Enabling streamlined content generation and improved efficiency in developing high-quality marketing communications.
The checkbox on the Acord 25 under Workers Compensation and Employee Liability will now populate with a check if any Officer or Employee is Excluded on the Workers Comp Policy Type.
When forwarding an email from inside Jenesis, the original date and time will now be included.
Added an opt-out option on the person screen for the single-run email and text campaign.
Added the ACORD 137 commercial auto form for Illinois with a blank and prefilled version.
We have made Acord 23 a complete prefill form.
Updated the interface popup for the User Location select screen.
Jmail Formatting has been fixed.
When selecting the policy status to show on the client detail screen, users are now able to select multiple options like Active and Pending Cancel.
Added total number of hours to the Time Clock report.
Improved the way the Locations Options are displayed on the locations page.
Updated the Grand Total Premium on the policy screen to not include duplicate carrier fees.
Added the ACORD 143 (Transportation Section).
We have increased the maximum file size to 60MB for media uploads.
Policies with a cancel reason of “Rewrite” will no longer automatically send out an email or text to the insured to let them know the policy has canceled.
We have updated the formatting of the Statement of Coverage including adding the policy number and effective and expiration dates.
Added a results indicator when using the advance search feature.