JenesisNow September Product Update

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

Cool features 

  • We have overhauled the Certificate of Insurance Acord form 25 page with an enhanced workflow and improved field filling.
  • We have added the ability to change Personal Auto to Homeowners and Homeowners to Personal Auto policies. Watch here
  • Added the Statement of No Other Drivers. Watch here
  • We have added a button to create a Receipt payment from an open Invoice. Watch here
  • We have added the ability to search for Reports and fields in reports. Watch here

  • Email attachments from your computer will be included on the system note. Watch here

  • Added a Replace Vehicle option on the Personal Auto Policy screen. Watch here 

  • We have added the ability to add Tags when saving a Receipt from the Receipt screen. Watch here 

All other features

  • Updated Expired policies to display in red on the list.
  • Updated the Acord 90 LA
  • Updated the Acord 290 LA
  • We have added Acord 90 Texas to the Acord form library.
  • We have updated the filter options on the Downloads page.
  • Added Acord 137 OH.
  • Updated Acord 61 NY (2026/04) – New York Auto Supplement – Optional Basic Economic Loss (OBEL) Coverage
  • Updated Acord 62 NY (2026/04) – Application for Dwelling Insurance – New York Property Insurance Underwriting
  • Updated Acord 64 NY – New York Auto Supplement – Supplementary Uninsured/Underinsured Motorists
  • Updated Acord 177 CA – California Auto Supplement -Auto Body Consumer Bill of Rights
  • We have updated the “To” field on the Email/Text screen to show names next to phone numbers.
  • We have added an option to control the sorting of Cancelled policies to the end of the list.
  • We have added Policy Number to the Policy Version List.
  • On the company page, we have added the list and sort options for the Personal and Commercial policies tables to the User’s saved settings.
  • We have updated the interface for Email Integration and Jmails.
  • We have added a filter option to show Clients With or Without Emails on the Clients With/Without Emails report.
  • We have added a “Semi-Annual” option to the Suspense repeat period.
  • We have updated Users in the system to have separate fields for First and Last name.  The name has been split automatically and may need to be updated by the user.
  • Added ACORD 50 LA.