Why should you require a source on every quote/policy? and How to set up source tracking.
Jenesis insurance software for agents was thoughtfully designed to help insurance agents serve more clients better, and source tracking will help your agency know where to spend marketing dollars. We’re so happy to announce that this affordable insurance agency management system from jenesissoftware.com just got better!
This video tutorial gives you a quick overview of the source features in JenesisClassic.