JenesisNow June Product Update

Cool features 

• We have added the ability for a user to filter a client’s policy list to show only personal lines policies or only commercial policies or all. The default will be all.  https://youtu.be/Ys_mjxjcwek
• We have added an option on the policy screen to print a Payment Schedule.  https://youtu.be/LMXPoA2DLlI
• We have added a help section video link at the top of the User Accounts list.   https://youtu.be/BvjabO5POxo
• You are now able to share a memorized report with anyone in your agency, even if they do not have report access in user setup.  https://youtu.be/MpYtkQegc-s
• We have added the ability to generate a vehicle ID card for multiple vehicles at once.  https://youtu.be/T4ELAbzLC1c
• We have added a proposal feature for commercial insurance proposals. https://youtu.be/onEjdHBRlT8?si=PCQ-MLtt_tjWvYjT

All other features

• We have added Policy Type and New/Renewal to the Payment Detail report.
• When printing a letter, a note will now be automatically created that a letter was printed and the note will include the content of the letter.
• We have disabled database sync downloads by default for existing agencies to prevent duplicate downloads. This option can be turned on, if needed, by contacting Jenesis Support.
• We have changed the Acord 131 to bring in the producer name instead of the agency name
• Added an Other button to the client policy list so users can filter to show all policies other than personal lines and commercial lines.
• We have added the Acord 22, Intermodal Interchange Certificate of Insurance form.
• We have added a reply button to the text history form.
• We have added a Premium column in the ‘Policy Version List’ window to easily see premiums on prior policy versions.
• We have added the ability to attach existing media to a J-Mail.