by Jenesis Software | Apr 16, 2024 | blog, JenesisNow, What's New In Jenesis?
Noteworthy Enhancements We have added the ability for users to delete policy downloads from the download processing screen. View Demo Users now have the ability to exclude one policy type while including another policy type from the Policy Detail and...
by Jenesis Software | Mar 12, 2024 | blog, JenesisNow, What's New In Jenesis?
Noteworthy Enhancements Users with location admin rights will now be able to edit the marketing campaigns for that location. View Demo We have moved the Single Run Campaign to the bottom of the campaign list inside Edit Agency Location. View Demo We have added...
by Jenesis Software | Feb 26, 2024 | blog, JenesisNow, What's New In Jenesis?
Noteworthy Enhancements We have enabled setting default coverages for Business Owners Policies. We have also renamed Business Owner BOP to Business Owners Policy. We have added a shortcut icon to the navigation bar to quickly access your user credentials. ...
by Jenesis Software | Jan 24, 2024 | blog, JenesisNow, What's New In Jenesis?
Noteworthy Enhancements We have added a marketing opt-out toggle on each person to easily opt them out of every current and future marketing campaign. View Demo You can now view a report for Absence tracking. View Demo Changed the Generate Form button for...
by Jenesis Software | Dec 15, 2023 | blog, JenesisNow, What's New In Jenesis?
Noteworthy Enhancements We have added the ability for a user to add a note when renewing a policy. View Video Users can now re-order policy tags. View Video In agency location under Location Options, we have added an option to Default Auto Policy Terms to 6...
