JenesisNow April Product Update

Posted on by Kaylee Spangler

This post was originally published on this site

 

april software updates

Exciting New Features:

  • We’ve integrated Mailbox Power with JenesisNow AMS, Now you can: Sync Clients – Add clients from JenesisNow to Mailbox Power. Automate Mailings – Enroll clients in pre-set Automations (birthdays, renewals, etc.) to your mailbox power account. Manage Automations – View, add, or remove clients from Mailbox Power campaigns directly in JenesisNow.
  • When have added the ability for a user to lock a client profile so others will not be able to access the client or any of the clients policies without an admin unlocking the account.  Learn More

All Other Features

  • We have added the ability to group by company name to the Company Detail Report
  • We have added a way to change Draft to Check or Check to Draft on the check register using the check number.
  • Mortgagee information will no longer get replaced from a download when a carrier does not include the Mortgagee. 
  • ACORD 138 LA – LOUISIANA GARAGE AND DEALERS COVERAGES / LIMITS SECTION has been updated to version 2015/12
  • Updated the Acord 50 AR (Arkansas Identification Card) to the 2024/08 version.