- 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 added a fee consent form and option to include it on receipts when there is a fee: https://youtu.be/WWEJg4sF7bs
- You can now create a policy based upon your most used Policy Types: https://youtu.be/SmezzooxGdQ
- Support for Crop-Hail Insurance has been added to the system.
- The most recent policy versions are now appearing at the top of the Policy Version List..
- Coverage order on Policies can now be changed! Default Coverage order can be changed in setup, and Policy coverages can be changed on the page!
- A Payment Amount and Due Date field have been added to Policy Info for regular payments.
- We have added the ability to mark notes as deleted and to see notes that get marked as deleted. Note: This is only available for an agency admin.
- Added FL 90 Acord form dated 05/2022
- We have added Acord 30 Certificate of Garage Insurance with a partial prefill.
- We updated some of our client detail report column names.
- We’ve had added the ability for Jenesis staff to add custom messages and alerts to JenesisNow.
- The new Accounting Check Register feature has been added, along with accompanying Accounts for future expansion: https://youtu.be/mOlZrapVb6o
- Suspenses have had a Repeat option added and some back-end improvements were made.
- Updated Acord 90 GA to be used 10/2022 and after.
- Client and Policy screens now allow you to move sideboxes to a bottom section.
- We added the Client Status – Deceased in the status list for a Client.