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....
In a competitive market, customer service is what's going to set your insurance agency apart from the next. If a potential customer does not receive the service they demand from an insurance provider, they may move on to yours. This gives you the chance to provide...
Advertising your insurance agency comes in many forms, including engaging with your community. Spring comes with plenty of great opportunities to do just that, some of which are unique to the season and others that work all year round. Remember that engaging with the...
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...
It is something that every insurance agency has to deal with - some clients will decide to move on and cancel their policies at some point. Learning what to do when a client cancels can sometimes help you change their mind and prevent the cancellation. At the very...
Your Best Insurance Customers may deserve the red carpet treatment so it may be time to come up with a plan. This is important because good customers are the ones you want to stay with you and they know other good potential customers. How do you identify who...
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...
In Jenesis Software’s efforts to offer the highest quality support for customers, I embarked on a research mission. When most business publications talk about customer service skills, things like "being a people person" tended to take the spotlight. I am a people...
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...