by Eddie Price | Nov 15, 2016 | Features, General
Added a button on the Quote Control screen called Company Suggestions. Also added this button on the Quote Grid screen. When you click this button, it will open a form that will list the companies you represent that will write the type of risk you have entered into...
by Eddie Price | Nov 15, 2016 | Features, General
In User Setup, if you click the More Settings button, you can indicate if you want to receive a suspense automatically about any upcoming commercial renewals or you can indicate you only want to get a suspense for renewals where you are the producer. You can also...
by Eddie Price | Nov 15, 2016 | Features
Jenesis will automatically fill the commercial Acord forms with data you have in Jenesis as well as allow you to edit, email, print and save for future use.
by Eddie Price | Nov 15, 2016 | Features
You can now add automatic drip email marketing campaigns into Jenesis for things like wishing a customer a happy birthday, thanking a new customer for becoming a new customer, thanking a customer for referring someone to you, thanking prospects for getting a quote...
by Eddie Price | Nov 15, 2016 | Features
We have added a button to the Images screen called Drag from Local Folders which allows Hosted user to drag and drop a document or images from their local computer into the Jenesis Hosted Version.
