by Eddie Price | Nov 25, 2016 | Features
We moved the Email Drip Email Campaign report from the Communications tab of Agency Setup to the Marketing tab of Production Reports. This will allow for a date range. We have also enabled the report with the ability to delete an email entry which will reset the...
by Eddie Price | Nov 24, 2016 | Features
When creating an Acord 25, the Certificate of Insurance, you can now easily select an address other than the one that defaults from the Client Main Screen, from the Commercial Lines, Client General tab, Premises Address.
by Eddie Price | Nov 24, 2016 | Features
We have added the ability to enter a coverage description and limit on the “other” section of the Acord 25 (Certificate of Insurance) for the GL and Umbrella sections when creating a new certificate.. The other sections already had this ability.
by Eddie Price | Nov 24, 2016 | Features
When changing the name of a policy type on the Policy Type Screen, Jenesis will now automatically update every occurrence of the old policy type to the new policy type. For example, if you currently are using Homeowners as a policy type but you prefer to change it to...
by Eddie Price | Nov 24, 2016 | Features
We have added the ability to apply an invoice payment for a customer directly from the Invoice Report screen. 1. From the Jenesis Main Screen, go to Reports at the top then choose Invoice Report to the far right of your screen. You will now see an area labeled Apply...
