Exciting New Features:
- Added the Acord 101 to the client portal when the client has a commercial auto policy. Watch Video
- Added option to print a fee/coverage consent form for new business and/or renewal personal auto policies when printing a receipt. We will enable a WeSignature option in a future update. Watch Video
- We have redesigned the JenesisNow menu. Watch Video
- When clicking on the receipt + button, if the policy is inactive, users will now be prompted to print a no loss and make the policy active. Watch Video
- Added the ability to filter by tags on client and policy reports. Watch Video
- Added a Retention Report to JenesisNow. Watch Video
All Other Feature
- On the Client and Policy screens, Users are now able to turn the Text and J-Mail cards ON or OFF from Side Card Preferences in User Settings.
- Added Expired as a policy status option.
- Improved the search filters behavior for clients and companies.
- Added an email field to the business section on the Client View page. The field is also available on the Client Detail Report.