Cool features
- If a user changes the policy type to be something different than how the policy downloaded, future downloads will respect the manual change. Watch Video
- We have replaced the + sign at the top right of the Commercial Proposals form with an x to close the form. We have added a new button called Create New Proposal to the form. This will make it more obvious how to create a new proposal. Watch Video
- We have added a Commission Estimate report based on the data from the policy screens in JenesisNow. This is different than the existing commission manager report based on downloaded and manual commissions based on carrier commission statements. Watch Video
- We have made many improvements to the personal property screens including adding many fields to the screens and more Acord 80 data filling. Watch Video
- Users can now include a Simply Easier Payments Invoicing Pay Now link when emailing invoices to clients.
- We have added a visual report to show the percentage of personal lines vs commercial lines. Watch Video
All other features
- A note will be made when a vehicle or driver is added or removed from a policy.
- You no longer have to put in dashes when searching for a client by phone number.
- The ability to use the Print Double option for printing a new receipt or an old receipt no longer requires the user to have Payment Edits turned on in Location-Specific Permissions.
- When a personal package policy has an umbrella component, the Acord 83 will now show the policy as an option.
- Added clipboard copy icon for copying client’s name from the Client View Screen.
- We have added the NAIC and Agency Code(s) to the Company Detail Report