- We have added the location logo to the top right when printing a letter from the email or text client screen.
- Added policy types for Commercial and Excess Flood policies.
- Added a field for Preferred Name to People information, visible at the Client level.
- We have added Commercial Windstorm as a policy type.
- Added policy face value amount field for all life insurance policies.
- We have made it easier and more efficient to enter multiple violations for a driver.
- JenesisNow – Added option for Prefer Business Name to show on Dashboard Cards: We added an agency option “Prefer Business Name”. When turned on only the Business Name will show on the dashboard card for last view clients and in the client view screen the Business card is at the top. This makes viewing your Business clients a lot easier.
- Added an option in User Preferences to allow a user to hide the side cards for Actions, Receipts and Invoices on the Client and Policy screens.
- Added an option under Notes to include Media when creating a new note.
- The Renew Policy options now include a button to increment the Policy Number.
- We have added the ability to text agents (users) from the Send Text screen.
- Broker has been added as a column to Commission and Policy Detail reports.
- We have added the ability for agency admins and those with payment permissions to be able to edit the date on a receipt.
- Policy tags will now persist when re-writing a policy.
- Updated the Commission manager and policies to allow up to 3 producers.
- Updated the Commission manager and users to include bonus values for EFTs and Multiple Policies.
- An “All” option has been added for sending Jmails, allowing a message to easily be sent to all system users.
- Added an option under Location settings to prompt users to enter a suspense on policies changed to Active (new business).
- We have added Open and Enclosed as foundation types for Mobile Home listings.
- We have added the policy detail screens for Personal Windstorm policy types. Any previous comments on the detail form coming soon comments box will now be a policy note.