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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
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We have added a new Payment Summary report under Summary Reports.
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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.
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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.
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You can now add ITC company credentials for the same carrier at multiple locations.
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The Acord 146 Equipment Floater Section will now fill out the Scheduled Items, Equipment Storage, & Additional Interest sections for policy types that have them.
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The sidebar open/close setting now saves as a user preference.
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We have added the date that a user was added to JenesisNow on the user screen.