Be Proactive by Jenna Price

Being in a sales role for an insurance software company, some days are very draining. People can be rude and let's face it, I am tenderhearted. We all know that most of the time you can't choose your circumstances, but you always have the power of choosing the way you...

Why Agencies Should Use a Hosted Agency Management System

If you are an independent insurance agent, you are probably familiar with the term Agency Management System or CRM. Today, most agencies are using a management system to help manage their day to day activity within the office, but there are some of you who have yet to...

Why Visits are So Important for Agency Sales & Marketing

As a sales and marketing representative for a software company that markets to independent insurance agencies, it's easy for me to know who I should be visiting (insurance agents) and why that's so important (build rapport with current customers and introduce my...

Why I Love Trade Shows and Why You Should Too

As an Independent Insurance Agent, I am almost positive you have heard the term "Trade Show" or "Convention". This is referring to a large gathering of Insurance Companies, Agency Management Systems, Brokers, and Independent Insurance Agents all looking to gain more...

What You Should Do for Your Best Customers

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...

Success in Your Insurance Agency: Hiring the Best People

Hiring the best people is the goal in any business. We cannot always prevent a bad hire, but we can take steps to minimize it.  I am not perfect at hiring and have had my share of success stories and lessons learned.  I want to share with you what we do at Jenesis...

Independent Insurance Agents have Choices

Added a button on the Quote Control screen called Company Suggestions. Also added this button on the Quote Grid screen. When you click this button, it will open a form that will list the companies you represent that will write the type of risk you have entered into...

Why should I upgrade from Windows XP?

The Importance of Upgrading From Windows XP by Adam Tessener If you’re still using Windows XP in your agency you are placing both your security and functionality at risk. Windows XP was a good operating system. In fact it was a GREAT operating system. It is, however,...

The Secrets to Improving My Customer Service Skills

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...

The Five Ways People Change

Last week in our meeting with Harvey Smith - www.carolinabusinesscoach.com, he reminded us of the five ways that people can change. Lisa Price and I thought they were helpful for us, and I wanted to share them with everyone. 1. What you pay attention to grows. If you...

Dorothy, We Aren’t In Kansas Anymore

Without change, there can be no progress right? And in order to keep up with all those go-getters and overachievers out there, you must “seek out new worlds and new civilizations and boldly go where no man has gone.” Right? All these things require knowledge. That...

Upgrade My System or Completely Replace It?

I have been working with computers for a long time. When I started, programs were printed on punch cards and then fed into the computer. And the computer was the size of my living room. We've come a long way since then. Now, we can hold a computer in the palm of our...

er·go·nom·ics

er·go·nom·ics noun plural but singular or plural in construction \er-go-na-miks\ : a science that deals with designing and arranging things so that people can use them easily and safely. In the year 2000 I took my first office job. For 13 years I sat at a desk in a...

My Fav Mobile Apps – Part 1

So, things sure have changed over the last few years. When I started creating Jenesis around 1995, I didn’t even have the internet yet and no cell phone. Those two things have changed everything. I love technology and always have. I love and am amazed by what "people"...

Focus is Doing, Not Deciding

So, if I can stay focused long enough to write this blog and you can stay focused long enough to read it, there may be hope for both of us. We all want success. The definition of success is different for everyone. To some, it's money or fame, to others, its freedom to...

Agency Automation Insight – January 2013

Paper Files vs Imaging - any agency who has made this transition will never ever go back. There are never ever any second thoughts once it’s done. Are you still storing paper files? 5 things to consider (we can think of more, but thought 5 might be a good number)....