Can You Pass The “One-Month-Off” Test?

Can You Pass The “One-Month-Off” Test?

Can you pass the “one-month-off” test? One thing we’re going to try to accomplish as we think about your future is the “one-month-off” test. If you can take one month off of work, and your business continues to run well, then you have successfully created a...
How to Create a Custom Receipt Message in Jenesis

How to Create a Custom Receipt Message in Jenesis

Jenesis Software, an insurance agency management system, helps Insurance Agents to efficiently manage personal and commercial clients while building strong relationships with policyholders.   The Best Agencies The best agencies strive to establish a relationship with...
The 7 Habits of Highly Effective Insurance Agents

The 7 Habits of Highly Effective Insurance Agents

The 7 Habits of Highly Effective People, by Stephen R. Covey, can apply to the work we do in the insurance business and also here at Jenesis. As you read this summary, you may not learn a single new concept. However, please don’t be too quick to dismiss a...
Payment Type Sort Order

Payment Type Sort Order

You can now determine the sort order for your payment types. From The Jenesis Main Screen / Dashboard, go to Utilities in the top navigation and choose Payment Types/Fees. Enter a number in the Sort column to determine the order of each payment type. You can use who...