Version 21.8.0 is now available for download if you are on the desktop version of Jenesis. If you are hosted, and most of you are, you will be automatically updated over the next few weeks.

Some of the features in this version include

1. The Acord 27 is now prefillable.
2. We have added an ’email AND text’ button to the emailing screen when emailing from Jenesis.
3. When exporting a quote to an existing client, Jenesis will now prompt the user to give them the option to update the clients cell phone number and email address if it is different in the quote.
4. The weekends now show a different color than weekdays on the J-Calendar form.
5. We have altered the process for the Mortgagee / LossPay. Now when the user selects this ribbon option from utilities, they will be presented with a list of all Lenders including how many auto and home clients they have. Simply Double Click to select one. You may also navigate by pressing the first letter of the name.
6. We have added the ability to list the Scheduled Items on the Home Binder.

A complete list of changes in this version is available here.

Check out the video for additional update help

Why should you require a source on every quote/policy? and How to set up source tracking.

Jenesis insurance software for agents was thoughtfully designed to help insurance agents serve more clients better, and source tracking will help your agency know where to spend marketing dollars. We’re so happy to announce that this affordable insurance agency management system from jenesissoftware.com just got better!

This video tutorial gives you a quick overview of the source features in JenesisClassic.

100% of agencies who sign up with Jenesis, currently choose the cloud option and 90% of the long-time Jenesis users have moved to the cloud option. None of them have ever moved back to Desktop.

Here are a few reasons agents tell us they prefer the cloud …

• Access from Anywhere
• Access from tablet and mobile devices
• Automatic, Free data & image Backups
• Automatic Updates
• Multiple Locations in One Account
• Faster
• Data is more secure in our data center than your office

I want to start off by saying that the Cloud/Hosted Option was a genius idea. Ms. Bertha and I recently upgraded to the Cloud and love it. Everything seems so much faster and when I close out at the end of the day, it’s a breeze.

Thank you,

Rachel Jackson

Unique Insurance Agency

If you are currently using Jenesis Desktop and would like to move to the cloud option, it’s really easy. The cost is a one time fee of $550 to move your data and images plus $25 per month per user more than you are currently paying.

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