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Feature Updates:
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We have expanded the company detail report to filter for multiple companies.
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We have added Producer, Producer 2, Producer 3 and User to all of the policy reports.
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Added JenesisLink option above help option on side menu bar redirects to JenesisLink site
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The user selection for the policy view filter (on the Client Screen) will be saved.
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When cancelling a policy, if no other policies are active, pending cancel, or pending renewal status you will be asked if you would like to make the client inactive.
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We have added suffix to the name when searching with the main site search and the advanced search by name.
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We have moved the client address and added the date below the letterhead line when printing a letter.
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Cancellation downloads will now only update the existing policy record with the cancellation date and change the status to canceled or pending cancel where in the past, the cancellation download would create a completely new record, often without vehicles and drivers.