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!