Remote Work Made Easy Accessing Your Agency’s Data Anytime Anywhere by pexels-vlada-karpovich-4050388

Before the COVID-19 pandemic, remote working was something people did when they were on business trips or ill. During the uncertain times brought about by COVID-19, working from home became the norm.

Now that the pandemic is in the rearview mirror, the work-from-home trend continues. This applies to every sector, including the insurance industry. You most likely have agents working from home or even from another state. And you may have noticed that it is a challenge to keep everyone connected and on the same page.

At Jenesis, we know how crucial it is for insurance agents to access customer data at any time, whether they are in the office, on the road, or at home. This is why we ensured that our revolutionary insurance agency management system provides an easily accessible and centralized data platform.

One-Stop Solution for Insurance Agencies

JenesisNow is an all-in-one solution for your agency. Your sales team can use our management system to manage existing customer lists and market to potential customers. It will help them build long-lasting customer relationships and provide information on cross-selling and up-selling opportunities.

And the best part is your agents can access it from anywhere. When they sit in front of a client, they can pull up insurance coverage information on their phone. If they are on a call with a client, they can use their laptop to get the necessary data.

Jenesis offers a robust online tool that enhances every link in the insurance chain. Our agency management system is easy to use and integrates seamlessly with third-party applications.

These applications include VoIP (Voice over Internet Protocol), an essential part of modern insurance agencies. You can integrate VoIP with CRM and link it to the JenesisNow system. This feature means you can stay connected to your agents, and your agents can stay connected to their customers.

Benefits of a Cloud-Based Management System

Historically, management systems and CRMs were only accessible with the help of physical servers. This meant that employees, including sales staff, could access data at the office only.

This model is all but obsolete in the digital world we find ourselves in. In the insurance sector, success is reliant on agents’ ability to connect with customers where they are. If the customer is taking a walk on the beach and decides to upgrade his insurance, a sales agent must be available via Zoom or phone.

Also, agents often need to travel and attend different industry events in various faraway places. During this time, they still need to access customer data to continue selling insurance products. Modern insurance agency management systems make all of this possible.

Jenesis’ web-based software is hosted in the cloud so agency employees and sales agents can access specific data from anywhere. All they need is an Internet connection. This benefits the agent working from a remote location and translates to faster customer service. Being more responsive will help gain clients and increase customer retention rates.

A Client Portal That Empowers

Moreover, not only does JenesisNow allow agents to access customer data at any time, but it also allows customers to access their own information. The JenesisNow system includes a client portal that acts as a bridge between your agency and its customers. Your customers can access their individual policy information and even log a claim on the platform. They can find details about other insurance products that may suit their needs and request a callback from an agent.

And, in keeping with the remote working trend, your agents can check customer requests on the platform from anywhere. They can also save all client communication in one location.

Efficiency: Good for Agencies and Customers

At Jenesis, we know cost savings form a big part of running a successful agency. Our management system helps save you money by automating manual tasks. So, all the paperwork and long phone calls while typing out information on a spreadsheet, which carries the risk of human error, are eliminated. The automation of these tasks reduces overheads and boosts operational efficiency.

And, while your agency will benefit from this, your customers are again the clear winners. They will receive faster response times and enjoy better service quality. Your agents can also focus on providing top-notch customer service and refining their sales strategies.

Ensuring Long-Term Insurance Agency Success

The insurance industry is ever-changing. What works today may not work tomorrow. We designed JenesisNow with adaptability in mind. Regular updates and ongoing understanding of the market means your agency will stay ahead of the curve and any obstacles that go along with it.


The remote work trend isn’t going anywhere anytime soon. As a data-intensive business, your agency can only thrive if crucial data is available to your agents at all times. JenesisNow’s suite of features, which includes advanced security to protect sensitive information, will continue to cater to all your agency’s requirements.

Request a demo today and see the benefits of JenesisNow in action.