Exciting New Features:
- Added home rating to the embedded TurboRater
- Enhanced the JenesisNow Zapier Integration by adding a new trigger: “”Tag Added””. This trigger will fire whenever a tag is added to a client or policy in JenesisNow, allowing users to automate actions in Zapier based on newly added tags. Examples of this could be to add a tag to have a client automatically moved from JenesisNow to JenesisLink.
- Redesigned and improved the email/text screen. Improved layout of printed letters. Watch Video
- User can now copy company download configs from one location to another. Watch Video
- Added version history and a comment field for Extended Business info form. Watch Video
All Other Feature
- When creating a communication from a policy to email or print, you are now able to choose to send this communication to the carrier or lienholder rather than the insured.
- Now able to search by business DBA.
- Updated the Acord 138 UT
- Updated the Acord 137 OK
- Updated the Acord 137 NC to effective date 2025/09
- Updated the Acord 138 NC
- Updated the Acord 90 VA
- We have removed multiple ‘Re:’ in the subject when replying to emails from JenesisNow.
- Added buttons to view and select Inactive Vehicles and Inactive Drivers
- Updated the dashboard policy card to exclude policies that fall within the configured expiration date range when those policies have been rewritten using the Rewrite Policy button.