JenesisNow
- Added ability to populate city and state based on zip code anywhere an address is entered.
- Filter modified for the Policies / Pending Renewals main dashboard box to include “Policies where I’m the Producer” and “Policies where I’m the user”.
- Added Mobile Phone 1 and 2 to the Client & Policy Detail Report.
- Added the option to add when the roof, plumbing, and electrical were updated for personal property policies.
- There is a new report called Client Profiles showing you the total number of clients profiles you have in JenesisNow versus the number of individual people.
- Added Acord 30 – Certificate of Garage Insurance added to the library.
- Added a suggestion button to the HELP section of JenesisNow that links to the suggestion form and goes to support@jenesissoftware.com.
JenesisClassic
- Policy Type Manager Tool – fix so that the last policy type you change holds the change. If you don’t tab out of the field, it does not hold the change.
- We have made an easy way to match up the policy types in Jenesis to the policy types for JenesisNow for easier conversion.
- We have created a new report on the All Lines Tab that provides an excel spreadsheet download of all active policies, which includes detailed client and policy information. This report is designed for GloveBox; however, it will be a very useful report for all agencies.
- We have added a new field ( Policy Notes ) to the General information Tab in Commercial lines. This field shows on the commercial tab. It may be used for any purpose such as an address line.
- We have created 4 new Expiration reports – Personal lines by the user and by Producer as well as Commercial lines by user and producer.
- The following ACORD forms have been updated:
- ACORD 60 TX (2021/11) 2016/03 Texas Auto Supplement- Texas Auto Supplement – CONSUMER BILL OF RIGHTS – Personal Automobile Insurance
- ACORD 61 SC (2021/09) – South Carolina Auto Supplement – Offer of Additional Uninsured Motorist Coverage and Optional Underinsured Motorist Coverage
- ACORD 62 TX (2021/11) 2016/03 Texas Auto Supplement- Texas Auto Supplement – CONSUMER BILL OF RIGHTS – Personal Automobile Insurance (Spanish Version)
- ACORD 65 SC (2021/09) – South Carolina Auto Supplement – Offer of Additional Uninsured Motorist Coverage and Optional Underinsured Motorist Coverage for Commercial/Business
- ACORD 67 TX (2021/11) Texas Homeowners and Personal Property Supplement: CONSUMER BILL OF RIGHTS – Homeowners, Dwelling and Renters Insurance
- ACORD 68 TX (2021/11) Texas Homeowners and Personal Property Supplement: CONSUMER BILL OF RIGHTS – Homeowners, Dwelling and Renters Insurance (Spanish Version)
- Updated ACORD 28 to prefill the name field with the business name if it is populated. Otherwise, prefill with first and last name.
- Added the ACORD 75 to be accessible from Quote Control.
