Users now have the ability to exclude one policy type while including another policy type from the Policy Detail and Policy/Client Detail report. This is intended to cross-sell clients that have one specific policy type but not another.
Any questions or concerns? Email us at info@jenesissoftware.com!
We have added the ability for a user to filter a client’s policy list to show only personal lines policies or only commercial policies or all. The default will be all.
Any questions or concerns? Email us at info@jenesissoftware.com!
“We switched from Doris Fileserver Online to JENESIS about 2 years ago. THERE IS NO COMPARISON! Jenesis is absolutely amazing. Going from a (mostly) Dos based management system to a full windows integration has been monumental for my agency. Jenesis provides incredible customer service, their systems very rarely go down, and the system file organization & ease of use are incredible. If you own an insurance agency and are looking for a superior management system that is extremely affordable, Jenesis is absolutely incredible.”
– Dennis Mizrahi, Mizrahi and Garris Insurance Agency
Any questions or comments? Email us at info@jenesissoftware.com or call us at 828-245-1171!