When pulling up a policy detail report in your report section in JenesisNow, you can filter by Broker.
To do this, click on the plus sign next to Broker in the report columns section,
Our recent update allows you to customize your client and policy screens by hiding the actions, receipts, and invoice cards.
This process is similar to adding a company; go to the left-sided vertical toolbar, hover over Companies, and then select All Companies.
We have a new feature that pertains to your clients who also have a business. In the Last Viewed Clients, if your client has a business associated with them,
We have enhanced the commission tracking capabilities inside of JenesisNow. This will help track your agents’ EFTs and multiple policies if you would like to give bonuses or awards to your agents.
We have added an enhancement to the client page to allow you to add a client’s preferred name to the client view.
This new update lets us conveniently add our certificate holders from the left-sided vertical menu.
To do this, go to the left-sided vertical menu, hover over the Companies icon,
We have added a new policy type to JenesisNow, the Commercial Earthquake policy.
To add this policy, go to the Policies Card in the client view screen and click the plus sign.
We have now made an update to where you can specifically make a report for your downloads.
First, you need to access your reports;
We have added a new feature for system prompts anytime a client tries to make a payment on a canceled or pending canceled policy.
Click on the policy which has been canceled.
We updated the Personal Auto Policy Screen, specifically the Vehicles section.
To remove a vehicle a client no longer owns, go to the Vehicles section in the Personal Auto Policy screen and click on the vehicle.
We have updated the client view screen, specifically in the policy section. This update makes it easier to see what is happening with your customer’s policy at a glance.
One of the updates is to a canceled policy.