Author: Kaylee Spangler

JenesisNow’s Training Program

Posted on by Kaylee Spangler

Our Jenesis training program for new users and long time users that need a refresher, includes online learning courses, followed by a one-on-one review session to ensure comprehension of Jenesis.

Upon successful completion, participants are certified, with the program costing $100 and offering a full refund if unsatisfied.

 

Contact lisag@jenesissoftware.com to enroll in the program!

JenesisNow January Product Update

Posted on by Kaylee Spangler

Exciting features coming in 2025

  • Zapier Integration: Enhance productivity and workflow.
  • NC J-Rate Progressive & Safeco Rating: Simplify quoting and policy management with J-Rate, designed specifically for North Carolina agents.
  • PL Rating Integration – Home & Auto:  Simplify the quoting process for personal lines with automated integration for home and auto insurance.
  • Custom Forms:  Add personalized forms to meet your unique business needs.

Features Released in January

  • We have added a new payment method option “ACH/EFT to Company”
  • We have added the policy type Renters as an option for the HO4.
  • We have added the option in location setup to turn on to force the user to reset their password after so many months.
  • We have added the status filter to the download log report
  • We have added Motor truck cargo coverage to BAP and Commercial Package policy types as a coverage option.
  • We have added Automobile Liability options on Business Auto policies that will fill on the Acord 25
  • We have added a new filter to the Commission Admin report that shows if a comission was manually entered or downloaded.
  • We have added the ability to email or print an invoice to a mortgagee

Behind the Scenes with the Jenesis Support Team: An Interview with Founder Eddie Price

Posted on by Kaylee Spangler

Join Jenesis Founder Eddie Price as he sits down with the dedicated Jenesis Support Team to explore their vital role in supporting customers. This engaging conversation delves into the challenges they tackle, their commitment to providing exceptional assistance, and the behind-the-scenes efforts that keep Jenesis and Agency Advantage systems running smoothly. Discover the heart and dedication that drive our support team to deliver top-notch solutions and ensure customer success.

 

 

 

 

 

 

 

 

 

For any questions or concerns, email info@jenesissoftware.com.