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...
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...
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,...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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,...
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,...
https://youtu.be/nxeQ9-qTNZE
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...
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.
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
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,...