Changed the buttons on adding a note and viewing a note to have a standard project color scheme. Reduced the suspense saved message from 5 seconds to .5 second. Realigned "add to note" from the note card. Removed the periods from the verbiage on the cards to...
What’s New In Jenesis?
August 2023 Product Updates
JenesisNow Updates Added Person's relationship to Client Detail report. Relationships can be added or removed through filtering the Relationship options on the Client Detail report. When doing a new suspense, the person will now default to the first person in the...
July 2023 Product Updates
JenesisNow Added a "Close" button to the Acord Forms page so that the user doesn't need to scroll back to the top. Added Client's Producer as a field for the Client Detail and Client Profiles reports. Added user signature (if created) to FS-1 and DL123 forms on...
June Product Updates
JenesisNow Added a CSV and Print option for Suspense List. Updated Invoices to allow editing of invoice line items. The Policy Version list will now more accurately reflect how a change was made - by the user or by the system.. We have improved the way receipts look...
JenesisNow Product Updates – April 2023
We have added the location logo to the top right when printing a letter from the email or text client screen. Added policy types for Commercial and Excess Flood policies. Added a field for Preferred Name to People information, visible at the Client level. We...
JenesisClassic Product Updates – April 2023
Added notes to the J-Dex printed list. We have added 10,000 to the Med Pay drop down for General Liability policies. Templates are no longer using the Insured Name in the Subject but now will use the subject entered on the template form. This subject field has been...
Agency Advantage Product Updates – April 2023
Added buttons to follow-up forms to allow for direct navigation to the related customer screen. Added right-click copy options for phone numbers and policies on the customer preview form. Added ability for admins to modify receipt dates and automatically create a...
JenesisNow Product Updates: January 2023
A County field has been added to addresses. DOT number and MC number have been added as fields to commercial auto policy vehicles. Producers on policies can now only be changed by Admin-type users (they can still be set for the first time by any user). Added the...
Agency Advantage Product Updates – November 2022
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...
JenesisClassic Product Updates – November 2022
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,...
JenesisNow Product Updates – November 2022
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 68. We...
JenesisNow September Updates
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 Concrete (Solid) as an option for...
August Product Update
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...
June Product Updates
JenesisNow The login page has been adjusted to be more responsive to various screens with info at the top. Your 2FA method will now be remembered from your last log-in. One less click to get you where you are going! Custom Payment Types and Fees can now be manually...
April Product Updates
JenesisClassic Bridging to any carrier from Stored Quotes in Quote Control now opens in the default browser which for our hosted users will be Chrome. We have added Other Ins as an option to the Principle/Occasional drop down options on the Drivers form. Now, only a...
March Product Update
JenesisNow A field for Certificate Holder Description has been added when generating Acord 25. We have added the ability to text receipts. We have added the ability to use dynamic data fields in user email templates. When entering zip code for mortgagee information in...
February Product Updates
JenesisClassic The Active policy reports by company and by broker for both Personal and Commercial lines have been altered to reflect the company name rather than the parent company. The following Acord forms have been updated: ACORD 80 NV (2022/01) Nevada...
January Product Update
JenesisNow The user has the ability to hit the enter key after inputing password to login instead of using the mouse to click on login. Page 2 of ACORD 125 now transfers over GL Listing Locations addresses for a General Liability policy when selected. You can now send...
December Product Updates
JenesisNow Using a Rater? Using a rater outside of Jenesis? No problem! Sending the data is super easy. We've allowed the ability to send data to other rating systems by being able to download the Policy XML located in the Policy Info box on the policy screen. Take a...
November Product Updates
JenesisNow Added ability to populate city and state based on zip code anywhere an address is entered. Filter modified for the Policies / Pending Renewals main dashboard box to include "Policies where I'm the Producer" and "Policies where I'm the user". Added Mobile...
October Product Updates
JenesisNow On the Client List when you click the next page it now takes you back to the top of the page. Added the pages to the top of the page as well. We added Acord 90 - Personal Auto Application for Georgia We have added fields under each user for Date of Birth,...
August 2021 Feature Updates
JenesisNow New Releases Keeping your data secure: We have added the ability for any user to turn on Two-Factor Authentication via email or text! This adds an extra layer of security to your JenesisNow account. Additional Updates When filling out an Acord 24 or 25,...
JenesisClassic – Motorcycle Vin Decoder in Quote Control
https://youtu.be/nxeQ9-qTNZE
JenesisClassic – Ivans Exchange & Markets
JenesisClassic now contains links to the login page for Ivans Exchange & Markets, plus instructional videos, directly from your Jenesis dashboard. Jenesis insurance software for agents was thoughtfully designed to help insurance agents be more efficient, and this...
JenesisNow – Email Client or Company
https://youtu.be/V9iH6ecLKyg You will now have the ability to choose if you would like your email to go to the client or to the company.
JenesisClassic – Bulk Memo
Jenesis has added the ability to print bulk Memo letters by location using just the first letter of the customers last name or the first letter of the business name. https://youtu.be/IicVOU0qLXU
Live Chat with Jenesis. Have you tried it?
For Jenesis Agency Management System customers who have not tried it, Live Chat is one method of communication we use when working in Technical Support. Our customers generally use the phone as the key means of communication and voicemails are handy for any we miss,...