by Jenesis Software | Nov 21, 2022 | Agency Advantage, What's New In Jenesis?
Admins are now able to view and restore deleted images and documents: https://youtu.be/n1zYIQdpKNk Added a Referred By dropdown field that allows users to select a customer referral from a list of all existing customers: https://youtu.be/gxFdmgrXEzo The policy...
by Jenesis Software | Nov 21, 2022 | JenesisClassic, What's New In Jenesis?
We have added the ability to add multiple quotes at the same time in quote control as well as bridge to multiple company sites at the same time. Added spellchecker for Jenesis email interface: https://youtu.be/RuJX0BdZPYw Made a few changes to improve the Acord 35,...
by Jenesis Software | Nov 21, 2022 | JenesisNow, What's New In Jenesis?
Built out screens for Builders Risk policy type – For both Personal Lines and Commercial Commercial Umbrella Policy type has been expanded with new screens and information and now has the ability to prefill the policy information to Acords 131, 212, 65, 66, and...
by Jenesis Software | Sep 13, 2022 | blog, JenesisNow, What's New In Jenesis?
For Memorized Reports, Date Ranges now save as actual Date Ranges instead of “hard-coded” dates. To save actual dates instead of something like “Last Month,” just leave the Date Range dropdown set to the “(Custom)” value. Added...
by Jenesis Software | Aug 16, 2022 | blog, Features, What's New In Jenesis?
JenesisClassic Jenesis will now make a note when changing a policy status to quoted, quote pending, and quote declined. We updated Acord 140 to prefill Subject of Insurance, % Sprink, Central Station Checkbox. Can now delete signature in user setup. Both the first and...
