Research – It is important to be continually learning. You can do this in a number of ways including Books, Podcasts, Audible, YouTube, etc. An easy place to start would be to grab a copy of The Perfect Insurance Agency by Eddie Price, CEO and Founder of Jenesis...
Have you been wondering what options Jenesis provides for storing details of Life and Health policies? This tutorial video shows you how and where to store detailed policy information for your customers, group policies, and even employee information pertaining to...
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...
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....
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...
