Improved how carriers are copied to other locations

We have replaced the two buttons on the Company Setup screen that were used to copy a carrier to other locations and replaced it with one button called Copy to Other Location(s). This will open a small form where you can choose to copy just the carrier whose screen you are on, or all the carriers for that location and have it or them added to either a single location of your choice or all other active locations.

 

This change will be available in version 19.5.0 which will be released in beta early April.

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 concept just because you have “heard that one before.” Sometimes, we need to be reminded of something many times before we actually begin to apply it. Also, just because something sounds like common sense, doesn’t mean it’s common practice.

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