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 enhanced the Acord 127 form.
Before in the Acord 127, Business Auto Section, if you needed to add additional drivers beyond the allowable number,
We have enhanced the Acord 823 form.
Before, on the Acord 823, Commercial Insurance Application, one problem with this particular form was it only could add four different locations.
We have enhanced the client profile for deceased status for people in a relationship. Before, the only option was to go to the Info section
To set up two-way text integration, start inside a client profile with a mobile number associated with the account. Next, locate the green text/email button at the top of the Info card
First, make sure your bank account is set up. To do this, go to the left side menu, hover over the dollar sign (accounting), and then click Bank Account
We have now expanded the options in the vehicles section. In the vehicle section, we have added Territory, Gross Vehicle Weight/Combination Weight,
New improved notes in JenesisNow, will allow you to add a media file to the note.
In the note section on the main page
WeSignature Payments is a platform that JenesisNow integrates with, so if you would like to have credit card processing done through WeSignature Payments.
After setting up your account with WeSignature, go to the Jenesis main page, go to the left sidebar menu, hover over the Agency tab, and click on All Locations.
We have added the ability to create a letter template within JenesisNow.
To create a letter template, go to the blue ribbon menu at the top, click on your user profile, and then click the Profile button.
We have added Pre-Built Reports for each user by default within JenesisNow.
To see this go to Reports and then scroll down the bottom of the page to see the section Default Pre-Built Reports.