We may live in a time of AI and rapidly advancing technology, but this does not mean that your agency should become impersonal and focused only on transactions. Customers who experience this type of interaction with an agency are not likely to sign up for insurance....
When you think of text messaging, you probably picture texts between friends and family. But text messages don’t only play a role in communication between loved ones; it is one of the main communication channels between businesses and customers. The insurance industry...
When choosing an insurance agency management system, one of your primary goals is to save time. This, along with staying organized, are the main reasons that you need a system in the first place. With Jenesis, you get a long list of features specifically designed to...
Getting feedback is crucial for any business – especially insurance agencies. There are likely areas for improvement that you are not aware of, and you can’t correct them if you don’t know what the problem is. When looking for feedback, be sure to get it from both...
Loyal customers are crucial to your insurance agency. After all, you will typically spend fewer resources and less time getting an existing client to renew their policies with you than attracting a new client. Given the urge clients have to comparison shop as a way of...
Part of running a successful insurance agency is building a strong referral network. This should consist of both happy clients as well as others in related industries. For example, you will likely want to have mortgage brokers, realtors, and more in your referral...
In July, Jenesis Software acquired the assets of Georgia-based Advantage Information Systems, Inc., more popular as The Agency Advantage. For insurance agencies around the country, this announcement is huge. Both Jenesis and The Agency Advantage are highly respected...
Many people work in industries that require them to sell a product or service. Insurance is a prime example. Although potential clients sometimes go to agencies due to a referral from a family member or friend, typically, the agents work hard to find clients. Although...
I went to Amazon and searched customer service books and got 15,141 results. I googled “great customer service” and got 743,000,000 results in .26 seconds. We should all have this practice down people. We all know what it feels like to experience great customer...
As the economy continues to struggle, we have seen many independent agencies forced to close their doors. But, we have also seen many not only continue to thrive, but to grow. So what is their secret? There are of course many factors, which can play a part in an...