Client View Polciy List Enhancement within JenesisNow
JenesisNow- Client View Policy List Enhancement
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. If the customer was to cancel a policy, then any canceled policy now will show up in red and will default to show the bottom of the policy list.
Another update is to our policy filter. In the filter of the policy section, if you select Active policies, it will only show the active policies, and it will remember even if you leave this client’s profile.