Can I track why clients purchase and why they leave my agency?

Jenesis Agency Management System gives you fields to track why clients purchased and why clients left.

Step 1:  Access the policy
Step 2:  Find the “Why Purchased” field and enter your information
Step 3:  To track “Why Left” select the policy
Step 4 :  Put in your cancel date and select Insured Request
Step 5:  Choose your ‘Why Left” reason

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