People looking for insurance want a quick and easy online experience. They want to build quotes on an insurance website and compare them to other quotes. Potential insurance customers have no interest in speaking to an agent over the phone for twenty minutes to get a...
If you still rely on outdated manual quoting systems, you are seriously slowing down your insurance agency’s productivity and lead generation process. In 2024 and beyond, your quoting system should be automated and streamlined. This will reduce customer wait times and...
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...
The days of loopy, handwritten signatures are long gone. With people conducting business with customers worldwide, a better solution was needed. And so, back in the late 80s, the concept of a digital signature scheme saw the light. By the 20th century, electronic...
An insurance agent’s time is not their own. Every day, agents must balance new business with insurance claims and dealing with inquiries or complaints. In addition to this, they must time their renewals just right and introduce new products when relevant. They must...
It is not easy being an independent insurance sales agent and being present with your family after hours and on weekends. This is because work often goes home with agents who have to catch up on admin and correspondence. Sales agents get discouraged because they lose...
Rejection is part of the deal when you decide to become an insurance agent. Not everyone is going to buy what you’re selling. And not every potential customer is going to be nice when turning down your insurance policies. Getting a "no" when they expected a "yes" is...
When running an insurance agency, you are always in search of ways to save time and money without sacrificing the quality of service you offer clients. One excellent tool for doing this is the client portal from Jenesis. What Is the Client Portal? The Jenesis client...
Whether you are currently using JenesisClassic or another insurance agency management system, it is time to make the switch to JenesisNow. This is the most feature-filled and efficient, as well as the newest, management system from Jenesis. Created by insurance...
One of your key roles as an insurance agency is managing claims. You need to do so efficiently and effectively. Not only does this ensure client satisfaction, but it is also essential to running your agency smoothly. The following tips should help you manage claims...
If your insurance agency hasn’t already gone paperless, you need to start working on the transition. Going paperless is much more than just an environmental concern. It also provides plenty of benefits for your agency, employees, and clients. You Help the Planet 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...
We recently asked our team to tell us which Jenesis features were their favorites. Take a look at what they had to say and learn a bit more about the features that make our software unique in the process. Access From Any Device Derek Honeycutt is our Product...
Insurance Sales Tips from Jenesis Software Knowing your business is half the battle. What you do with that information is the other. In the day to day world of P&C you write numerous auto policies. Some are full coverage and some are liability only. Using this...
Jenesis Insurance Agency Management System allows you to email an invoice, statement of coverage, ID card or receipts and use email templates.
Jenesis Insurance Agency Management System lets you enter a Payee Address directly from the JBooks Feature. All you have to do is click Show Address and you can quickly and easily enter the information. It also reflects in the memo area making sending those payments...
Jenesis Insurance Agency Management System allows you to pull information that shows the length that your active clients have been with the agency as well as the total premium information for each customer. You can also sort the reports by single clicking or double...
Jenesis Insurance Agency Management System allows you to print and email a list of Certificate Holders for each client. It's fast, easy and convenient.
Jenesis Insurance Agency Management System has replaced the second first and last name search option at the top of the Jenesis Main Screen with a search option for business name. Agents are still able to use the Advanced Search for both second insured and for business...
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...
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 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...