When generating an Acord 126, where there are more than 3 hazards, the Acord 211, Schedule of Hazards, will automatically generate bringing over the remaining hazards. View Demo
There is now a setting for Locations where a renewal will create a “new” policy term instead of adding to the current one so they display as separate policy terms or generations on screen. View Demo
We have added an option in Locations Options to change the default for HO-4 policies to Renters rather than Homeowners. View Demo
All other features
The advanced search will now remember the previously selected choice in the search by drop-down.
If a policy is canceled, we will now show the cancel reason, if there is one when hovering over the policy on the client screen.
We have made it so that the Evidence of Insurance (Acord 27) will show Dwelling Replacement Cost and Contents Replace Cost in the remarks section
Now when the producer is changed on a policy either by a user or download an entry will be made in the Agency Transaction Log.
Now when printing a voided receipt the receipt will show that the receipt is voided.
We have added an option to disable downloads from updating the client phone numbers and email addresses by adding an option to disable downloads from doing this in location setup.
We have added Acord 137 PA and 137 NJ to the Acord library.
We have added an option in company profile for check or draft (EFT). This will communicate with the check register when processing receipts for each company.
Admin users are now able to change the date and time of media which will reorder the list. A note will automatically be made when the date or time of media is changed.
We have upgraded our scanning software to the newest version, supporting many more scanners, and many Mac Operating Systems.
If a user changes the policy type to be something different than how the policy downloaded, future downloads will respect the manual change. Watch Video
We have replaced the + sign at the top right of the Commercial Proposals form with an x to close the form. We have added a new button called Create New Proposal to the form. This will make it more obvious how to create a new proposal. Watch Video
We have added a Commission Estimate report based on the data from the policy screens in JenesisNow. This is different than the existing commission manager report based on downloaded and manual commissions based on carrier commission statements. Watch Video
We have made many improvements to the personal property screens including adding many fields to the screens and more Acord 80 data filling. Watch Video
Users can now include a Simply Easier Payments Invoicing Pay Now link when emailing invoices to clients.
We have added a visual report to show the percentage of personal lines vs commercial lines. Watch Video
All other features
A note will be made when a vehicle or driver is added or removed from a policy.
You no longer have to put in dashes when searching for a client by phone number.
The ability to use the Print Double option for printing a new receipt or an old receipt no longer requires the user to have Payment Edits turned on in Location-Specific Permissions.
When a personal package policy has an umbrella component, the Acord 83 will now show the policy as an option.
Added clipboard copy icon for copying client’s name from the Client View Screen.
We have added the NAIC and Agency Code(s) to the Company Detail Report
