by Jenna Kleiber | Aug 12, 2019 | Features
Have you ever needed to know details about a policy quickly, and wished you didn’t have to go all the way into the policy to find them? Tags are your solution! This quick video shows you how to create tags on active policies – the perfect way to increase...
by Jenna Kleiber | Aug 22, 2017 | General
I was given an assignment for work to read a chapter from the book “The 7 Habits of Highly Effective People” and reflect on my chosen chapter via writing a blog. I chose habit 1, Be Proactive. So, here I am writing this blog the day before it’s due....
by Jenna Kleiber | Aug 8, 2017 | General
Being in a sales role for an insurance software company, some days are very draining. People can be rude and let’s face it, I am tenderhearted. We all know that most of the time you can’t choose your circumstances, but you always have the power of choosing...
by Jenna Kleiber | Jun 29, 2017 | General
If you are an independent insurance agent, you are probably familiar with the term Agency Management System or CRM. Today, most agencies are using a management system to help manage their day to day activity within the office, but there are some of you who have yet to...
by Jenna Kleiber | Jun 10, 2017 | General
As a sales and marketing representative for a software company that markets to independent insurance agencies, it’s easy for me to know who I should be visiting (insurance agents) and why that’s so important (build rapport with current customers and...
