Full Coverage and Liability Auto Reports

Insurance Sales Tips from Jenesis Software Knowing your business is half the battle.  What you do with that information is the other.  In the day to day world of P&C you write numerous auto policies.  Some are full coverage and some are liability only.  Using this...

Adding Payee Addresses in JBooks

Jenesis Insurance Agency Management System lets you enter a Payee Address directly from the JBooks Feature. All you have to do is click Show Address and you can quickly and easily enter the information. It also reflects in the memo area making sending those payments...

All Active Accounts/Highest Premium Report

Jenesis Insurance Agency Management System allows you to pull information that shows the length that your active clients have been with the agency as well as the total premium information for each customer. You can also sort the reports by single clicking or double...

Searching by Business Name

Jenesis Insurance Agency Management System has replaced the second first and last name search option at the top of the Jenesis Main Screen with a search option for business name. Agents are still able to use the Advanced Search for both second insured and for business...

The Five Ways People Change

Last week in our meeting with Harvey Smith - www.carolinabusinesscoach.com, he reminded us of the five ways that people can change. Lisa Price and I thought they were helpful for us, and I wanted to share them with everyone. 1. What you pay attention to grows. If you...

Upgrade My System or Completely Replace It?

I have been working with computers for a long time. When I started, programs were printed on punch cards and then fed into the computer. And the computer was the size of my living room. We've come a long way since then. Now, we can hold a computer in the palm of our...

er·go·nom·ics

er·go·nom·ics noun plural but singular or plural in construction \er-go-na-miks\ : a science that deals with designing and arranging things so that people can use them easily and safely. In the year 2000 I took my first office job. For 13 years I sat at a desk in a...