- 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 the right of the client main screen and policy level.
- When doing a receipt from a commercial policy and there is a business name, the business name and the insureds name are now on the receipt.
- When entering note from the client screen, you will now have the option to choose a policy number that the note relates to. Also, when adding a note from a policy, that policy number will default as part of the note.
- We have added the ability to view and print all certificate holders on a client.
- We have added the ability to set a filter on suspenses for X number of days in the future.
- We have added a Policy Type column and filter to the Last Viewed Policies, Policies, Pending Renewals and Quoted dashboard boxes.
- When adding or editing a invoice is edited a note is now made and an entry to the agency log.
- Email/TextTemplate in User Preferences – Preferred Name is now an option for email and texts.
- Improved data entry of People, Business and Adresses by auto casing first letter of each word.
- Improved the commission policy selection for manually entered commissions.
- We have added user signature to the Acord 35 (Cancellation Request Form) under the Producer’s Signature section of the form.
- Crime Liabilty now populates on Acord 25
- Made the comment section larger on the client screen.
- JenesisNow will make a note when the policy status is changed. It will say what the status was, what it was changed to and make a another note if the policy was given a cancel date.
- We have added additional data fields for GL Codes, SIC Codes, and NAICS Codes that will transfer to the Acord Commercial Application (125).
- We have added the exposure field to General Liability Listing Hazards. This data will also pre-fill on the Acord 126 and Acord 211
- We have added notes on when a new client was added. We have also created a report around this.
- We have removed UMUIM as a default coverage option for non NC states.
- Agency admins now have the ability to enable Email Integration (a JenesisNow Pro feature) and switch to JenesisNow Pro pricing on the fly.
- Cargo Limits now now show on Acord 25 .
- Travel Trailer policies will be listed as a Travel Trailer and not a personal Auto policy.
- We have added the ability to send a WeSignature document to be signed via text message
- We haved updated the Acord 90 VA Personal Auto Application to the newest Acord form dated 2023/07
- Added the ability to select and print multiple End Of Day session receipts at a time to combine work from multiple individuals or days.