Author: Kaylee Spangler

JenesisNow February Product Update

Posted on by Kaylee Spangler

Exciting New Feature

  • We have added the ability to save email marketing templates and client/policy emails as a saved template.  View Demo

All Other Features

  • We have added a new Payment Summary report under Summary Reports.
  • We have changed receipts so that now only the amounts on items with the payment method Credit Card to Agency will go over to Simple Easier Payments and WeSignature Payments.
  • We have added county to the client quick add screen for the address and we have moved the referred by field above producers and under source.
  • You can now add ITC company credentials for the same carrier at multiple locations.
  • The Acord 146 Equipment Floater Section will now fill out the Scheduled Items, Equipment Storage, & Additional Interest sections for policy types that have them.
  • The sidebar open/close setting now saves as a user preference.
  • We have added the date that a user was added to JenesisNow on the user screen.

Jenesis founder Eddie Price interviews the Development Team!

Posted on by Kaylee Spangler

Jenesis Founder Eddie Price has an exclusive behind-the-scenes interview with the Jenesis Development Team. In this conversation, Eddie and the team dive into the day-to-day work that powers Jenesis Software—discussing everything from software design and coding to testing and troubleshooting. The team shares their expertise on creating user-friendly features, improving the platform’s functionality, and ensuring that Jenesis stays in working order for your agency. Gain a deeper understanding of the development process, challenges faced, and the innovative solutions that drive Jenesis Software forward.

 

Email us at info@jenesissoftware.com for any questions!

 

 

The No Risk Google Business Profile Audit that Every Agency Should do

Posted on by Kaylee Spangler

In 2023, Jenesis hired its sister company, DiedrichRPM, to conduct a Google Business Profile Audit. We were so happy with the results, we recommended this $500 one-time service to our Jenesis customers with a 100% satisfaction promise or Jenesis would pay the bill. So far, this has been a huge success. If you want more info, email eddie@jenesissoftware.com to learn more or get started!