JenesisNow July Product Update

By / / blog, Features, JenesisNow, What's New In Jenesis?

July Product

Cool features 

  • Added a Replace Vehicle option on the Personal Auto Policy screen.
  • We have added a button to the Personal Auto Vehicles screen to add any missing Default Coverages to that vehicle. Watch here
  • We have added the ability to send bulk Marketing emails to Clients and Prospects without policies. Watch here 
  • Added the ability to assign locations at the policy level. Watch here
  • We have added a report to show the percentage of Clients added with Email addresses grouped by User. Agents who consistently collect emails contribute to better email marketing for your agency. Tracking this shows who needs coaching. Watch here
  • We have added an option to highlight Policies in the Pending Renewals card and alert on the Policy page when a Premium increase for a Renewal is over a certain amount. Watch here 
  • We have added an Invoice Message field to Location settings and adjusted the printed Invoice layout. Watch here
  • We have added included Tags in the Search on the Media list, and tags will now show up when you mouse-over a Media file in the list. Watch here

All other features

  • We have added Policy Type and New/Renewal to the Payment Detail report.
  • We have updated the Suspense filters on the dashboard and the Suspense page allowing users to see suspenses for other users as long as they are related to a Client or Policy.
  • We have added Suffix to the Client cards on the dashboard page.
  • Added Portuguese as an option for Preferred Language on Client screen.
  • Updated the Acord 137 MT
  • We have added an additional Comment field on Invoices.
  • We have updated the Acord Form 90 North Carolina Personal Auto Application to the newest version
  • Updated the Acord 25
  • Updated the Acord 90 MA
  • On a Receipt, Amount Received will now auto calculate from the Amount Due field.
    We have changed the note made when sending an email so that they are not filtered out when Hide System Notes is selected and a User is attached to them instead of System.
  • When clicking on a text message from the dashboard, the text message will now open rather than just the client profile.
  • We have updated the TWAIN software used for scanning to remember defaults.
  • Updated the DL-123 and FS1 buttons to be available on Pending Renewal status Policies.
  • Updated the Acord 137 SC
  • Updated the Acord 138 SC
  • Updated the Acord 83
  • Updated the Acord 82
  • “We have updated the Endorsement page to show “”None”” instead of a blank space based on coverage selection.”
    We have added a note when updating a Person’s drivers licence information.
  • We have added Parent Company and Broker as fields on the Book of Business report.
  • We have added the 137IN Acord form.
  • We have added Emailing a Report to the Transaction Log.
    “replaced Message placeholder for feedback thumbs down with “”We’re sorry this didn’t hit the mark. Thanks for letting us know — what could we do better?”””
  • We have added Business Name and Invoice Numbers to the Accounts Receivable table to help find clients.
  • We have added mouse-over text to Certificate Holders on the Acord Forms page.