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...
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...
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. ...
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...
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...
Noteworthy Enhancements You can now create an icon on your mobile device for JenesisNow and experience JenesisNow as a mobile app rather than running it inside a browser. This will work on both Android and Apple devices. View Video We have added a dashboard...
Transportation (TNC) was added as a vehicle use option for personal auto policies. Installed GA4 and Heat Maps(currently in Dev) and created pages for recordings - Minor updates to the search on the Transfer Policy screen. Updated downloads to connect Acord...
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...
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...
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...
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...
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...
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...