Exciting New Features:
- Now able to attach a document to an email from the user’s local environment.
- Now able to send a receipt, no loss, fee/coverage consent form through WeSignature. Watch Video
- We have added a button to bring quotes from TurboRater Embedded back into JenesisNow. Watch Video
- Added a copy to clipboard button for the VIN from the Personal Auto Policy list and Commercial Auto Policy list so the user will not have to open the vehicle screen to copy the VIN. Watch Video
- We have added Marketing as an option under the JenesisNow Resources menu option on the left. This takes users to the JenesisDigital marketing services website. Watch Video
- We have added an option in Location Settings to include custom receipt messages that will display on all receipts. This also includes a really cool QR Code option! Watch Video
- Now able to bring documents back to JN from WeSignature after they have been signed. Watch Video
All Other Feature
- Added ‘Additional Insured’ and ‘ Additional Interest’ to the vehicles page. Watch Video
- Commission upload improvements.
- We have added a new tab on the personal and commercial policy screens called Additional Info. This tab has a large text box for the user to add any information they like.
- JenesisNow will allow an Admin to edit the premium in a prior version. If a premium is edited, JenesisNow will automatically note the change.
- We have added Prior Company as a field for Nat Gen rating.
- The agency phone number will now fill in on the Acord 50 for the states that have the phone number field.