September Product Updates

September Product Updates

JenesisNow Added the ability to use a half percent in the commissions. Business Description on a commercial policy will now transfer to the Acord 25, Description of Operations. We added the ability to rewrite a policy with ease.  Just click “Rewrite...
Recent Product Updates

Recent Product Updates

We’ve made a number of changes to both our JenesisNow and JenesisClassic Agency Management System. You can read all about them, below. JenesisNow There is now a marketing campaign for “No Life Insurance.”  This campaign will run for any customer at...
JenesisNow – Company Setup – “Other”

JenesisNow – Company Setup – “Other”

Here’s how to use the new Company Setup – “other” option. This video tutorial will give you a quick tour of the “other” New Company feature in JenesisNow. JenesisNow – Company Setup “other” To add a new company, select Company from the vertical menu bar on...
JenesisClassic – Filtering Suspenses

JenesisClassic – Filtering Suspenses

Updates have been made to the Suspense display on the client main screen. Now you can filter and search within the suspenses!   JenesisClassic – Filtering Suspenses Changes have been made to the suspense tab on the client main screen. In the suspense tab on...