Cool features
- We have added a new Source report to JenesisNow.
- We have added a space to upload media when entering a note. Watch here
- We have added separate Commercial Umbrella and Excess Liability policy types. Existing Umbrella/Excess policies will remain as they are. Watch here
All other features
- We have updated the search field on the Downloads screen.
- We have added a Fee/Coverage Consent Form for Commercial LOB policies.
- We have made the Term Date Paid field on policies editable.
- Reordered the JenesisNow Marketing Campaigns for seperation of service items from cross-selling items.
- We have added a quick copy icon to the Address display on the Client page for Address and Zip
- Enhanced Zapier Dashboard with additional helpful documentation.
- We have made the Address table on the Client page remember your sorting option.
- We have added notes to the Client when an address is changed.
- We have updated the logo size and placement on printed letters.
- We have updated the Type of Work field on extended business info to be an open text field for more flexibility.
- On the Email Integration screen we have replaced the Compose popup with the on-page display used for Replying.
- We have added the ability to remove individual attachments from emails being composed in the Email Integration screen.
- We have updated the Email Integration screen to display more emails and give more space to the displayed lines.
- We have added the ability to merge Sources on the Agency settings page.
- We have updated the coverage options for “None”, and updated the display on the Endorsement form.
- We have updated the search method for Clients on the Download page.
- We have added “ID Card” as an option for the License Status under the Personal Auto Driver screen.