Insurance Agency Marketing Strategies That Actually Work

Insurance Agency Marketing Strategies That Actually Work

At one time, successful insurance agency marketing strategies consisted of print ads, TV spots, and colorful mailers. Today, relationship building is the foundation of a successful marketing strategy. Digital advertising allows insurance agencies to reach their target...

JenesisClassic – Ivans Exchange & Markets

JenesisClassic now contains links to the login page for Ivans Exchange & Markets, plus instructional videos, directly from your Jenesis dashboard. Jenesis insurance software for agents was thoughtfully designed to help insurance agents be more efficient, and this...

JenesisClassic – Bulk Memo

Jenesis has added the ability to print bulk Memo letters by location using just the first letter of the customers last name or the first letter of the business name.   https://youtu.be/IicVOU0qLXU    

JenesisNow – Reporting

JenesisNow – Reporting

Jenesis insurance software for agents includes simple ways to create and generate reports for internal and external use. This affordable insurance agency management system from jenesissoftware.com is as functional as it is robust.

10 Ways to Grow Your Insurance Agency Using Digital Marketing

10 Ways to Grow Your Insurance Agency Using Digital Marketing

#1 Optimize Your Chamber of Commerce Listing

Does your chamber of commerce have a business directory? Have you checked to make sure your contact information is correct and there’s a link to your website? Is there additional information you can add? These type listings can really help your local SEO. Make sure they’re correct and have as much information as possible.

Five Ways To Improve Customer Service

Five Ways To Improve Customer Service

Retention and referrals are the two best indicators of the kind of service you are providing your customers. If you do not track your retention, you’ll have no clue where you stand on keeping customers

JenesisClassic – Progressive Download Setup

JenesisClassic – Progressive Download Setup

Have you been wondering how to request downloads from Progressive?

This quick video provides instructions on agent master codes, agency codes, pins, and other details you’ll need to gather, plus the websites to visit and the phone numbers to call in order to request a Progressive Insurance product/ policy download.

Sales: Excerpt from “The Perfect Insurance Agency”

Sales: Excerpt from “The Perfect Insurance Agency”

“What we dwell on is who we become.”
—Oprah Winfrey

Many insurance agency owners started out as insurance agents working for an agency. That’s exactly how I started. When they decided to open their own agency and become an entrepreneur, they think …

JLink Notes in JenesisClassic

JLink Notes in JenesisClassic

J-Links are an excellent feature, but now they’re more admin-friendly!

Using the new J-Link notes column, administrative staff can easily communicate about errors with non-working J-Links & problems logging in.

JenesisNow Dashboard Configuration

JenesisNow Dashboard Configuration

Have you been wondering how to customize your dashboard in JenesisNow?

Here are instructions to adjust the layout, add options, and even reveal the names of the icons.

JenesisClassic – Linking Profiles

JenesisClassic – Linking Profiles

Have you ever wished you could link profiles?

As an example, maybe you have a husband and wife or mom and dad with separate policies and wish you could link these related accounts together. Well, wish no longer… this feature is here!

JenesisClassic – Gmail Integration

JenesisClassic – Gmail Integration

Have you ever wished you could integrate Gmail with JenesisClassic?

Well, now you can! This quick video shows you how to set up JenesisClassic to pull in your Gmail messages and make your client communication even easier!

JenesisNow – Entering and Reviewing Notes

JenesisNow – Entering and Reviewing Notes

Are you a note-taker? Maybe you like to keep a record of certain conversations or things needed for or by your client?

JenesisNow’s Notes option is like having a searchable notepad available per client.

JenesisNow – Client Main Screen Basics

JenesisNow – Client Main Screen Basics

Have you been wishing there was a spot where you could see all your client’s important information at once? JenesisNow’s Client View provides a single location with comprehensive information about your client that’s easy to access and simple to navigate....

Marketing: Excerpt from “The Perfect Insurance Agency”

Marketing: Excerpt from “The Perfect Insurance Agency”

“The cost of being wrong is less than the cost of doing nothing.” —Seth Godin What is marketing? Marketing and Sales are often considered the same thing. However, marketing is the process of promoting your product or service and generating leads. Sales take over after...

NC Auto Rating in JenesisClassic Quote Control

NC Auto Rating in JenesisClassic Quote Control

Have you ever been frustrated entering the same information over and over to get multiple auto quotes for your clients? JenesisClassic provides a time-saving feature for getting rates from multiple companies for your auto quotes in North Carolina. Using our...

Getting Info for a Quote in JenesisNow

Getting Info for a Quote in JenesisNow

Do you want to know the quickest way to generate a quote for a potential customer? This quick video shows you how to collect the client’s information so that a quote can be generated efficiently. https://www.youtube.com/watch?v=fWA2bB20sRM&feature=youtu.be Getting...

JenesisNow – Policy Tags

JenesisNow – Policy Tags

Have you ever needed to know details about a policy quickly, and wished you didn’t have to go all the way into the policy to find them? Tags are your solution! This quick video shows you how to create tags on active policies - the perfect way to increase efficiency by...

Leadership: Delegation, Coaching, and Mentoring

Leadership: Delegation, Coaching, and Mentoring

Everyone is a leader. Regardless of your role in a company or in a family, you have leadership responsibilities. Good leaders are always coaching, cultivating and building leaders out of everyone on the team. It is very important to communicate your mission and...

JenesisNow J-Mails

JenesisNow J-Mails

Have you thought about using the J-Mail feature in JenesisNow? Do you know what J-Mail is? This quick video provides you a useful overview of J-Mails. Jenesis Software, an insurance agency management system, helps Insurance Agents to efficiently manage personal and...

JenesisClassic – Customizing Receipts

JenesisClassic – Customizing Receipts

Have you been wondering how to create customized receipts in Jenesis Classic? Did you know you can provide a message for your customer right on their receipt? This quick video teaches you how to create and edit a customized note on your customers’ receipts. For more...

Can You Pass The “One-Month-Off” Test?

Can You Pass The “One-Month-Off” Test?

Can you pass the “one-month-off” test? One thing we're going to try to accomplish as we think about your future is the “one-month-off” test. If you can take one month off of work, and your business continues to run well, then you have successfully created a...

How to Create a Custom Receipt Message in Jenesis

How to Create a Custom Receipt Message in Jenesis

Jenesis Software, an insurance agency management system, helps Insurance Agents to efficiently manage personal and commercial clients while building strong relationships with policyholders.   The Best Agencies The best agencies strive to establish a relationship...

Track Marketing Dollars with Call Tracking

Track Marketing Dollars with Call Tracking

What is Call Tracking? Call tracking helps track the ROI of your marketing dollars by letting you know which of your marketing efforts are generating leads from phone calls. A good example is calls coming from a website. It’s easy to track form submissions from a...

How Insurance Agents can Win Friends & Influence People

How Insurance Agents can Win Friends & Influence People

How to get the most out of this, or any book Read each chapter twice before going on to the next chapter. As you read, stop frequently to ask yourself how you can apply each suggestion. Underscore each important idea. Why am I writing this blog To teach is to learn...

Viewing attachments from notes

Viewing attachments from notes

Let's say you clicked the handy Email button in Jenesis Insurance Agency Management System.  Let's say you attached a document you had saved to your desktop.  Then you hit send email and it's on its way. After the fact, you need to go find that image and view it.  But...

Sharpening Your Saw

Sharpening Your Saw

Sharpening your Saw - A Habit of Highly Successful People Recently myself and each of my teammates were asked to read a chapter in the the renowned book, 7 Habits of Highly Successful People. My chapter was Sharpening the Saw. It was about how our mental, physical,...

The 7 Habits of Highly Effective Insurance Agents

The 7 Habits of Highly Effective Insurance Agents

The 7 Habits of Highly Effective People, by Stephen R. Covey, can apply to the work we do in the insurance business and also here at Jenesis. As you read this summary, you may not learn a single new concept. However, please don't be too quick to dismiss a concept just...

Payment Type Sort Order

Payment Type Sort Order

You can now determine the sort order for your payment types. From The Jenesis Main Screen / Dashboard, go to Utilities in the top navigation and choose Payment Types/Fees. Enter a number in the Sort column to determine the order of each payment type. You can use who...

The SEO Checklist for Insurance Agencies

The SEO Checklist for Insurance Agencies

There is a lot that goes into optimizing your website for search engines. If you would like an SEO Checklist for Insurance Agencies, I hope this is helpful. Here are a few easy to understand and verify tips that improve SEO and help your website rank well. The tips...

How to add Custom Tabs to the Commercial Policy Screen

How to add Custom Tabs to the Commercial Policy Screen

Jenesis Insurance Management System Users can now add custom tabs to the Commercial Lines policy screen to better manage Commercial Lines Insurance Custom Data. These custom tabs will be specific to that policy so there can be completely different custom tabs on other...

How to Show & Hide J-Links Passwords

How to Show & Hide J-Links Passwords

Here is how you can make the J-Link passwords display as ***** or be visible to see what the password actually is. Open User Setup Check the Allow Password Access under Permissions to show or uncheck to display ******

Paid in Full Renewal Report

Paid in Full Renewal Report

Jenesis Agency Management system provides you with a variety of reports to help you manage your information, including the Renewal (Paid In Full) Report. This provides you with a list of clients by date range that have renewal offers and have paid them in full. Step...

J-Linking from Quote Control

J-Linking from Quote Control

Jenesis Agency Management System lets you link to carriers even from the Quote Control Screens. This saves time, improves efficiency and helps you optimize your information. To Link: Step 1:  Open or Add your Quote Step 2:  Click Company Suggestions Step 3:  Highlight...

Searching by Vehicle Identification Number (VIN)

Searching by Vehicle Identification Number (VIN)

Jenesis Agency Management System lets your search for your insurance clients in a number of ways including by Vehicle Identification Number (VIN). Step 1:  Open Jenesis to Main Screen Step 2:  Find the Advanced Search and Choose Vehicle VIN Step 3:  Enter your...

Close and Suspense from Notes

Close and Suspense from Notes

Jenesis Agency Management System is designed to help you organize you task items through our handy Suspense Feature. You can also create Suspenses when you enter notes. Check out the video to learn more. Step 1:  Open the Client or Policy you need to make a note on...

Track Credit Card Information

Track Credit Card Information

Jenesis Agency Management System helps you save time, maximize efficiency and give your clients options with our ability to store credit card information. Learn how. Step 1:  Access your client profile or policy Step 2:  Click the Credit Card Info Button Step 3: ...

Track Quote Status from the Main Client Level

Track Quote Status from the Main Client Level

Jenesis Agency Management System not only allows you to enter Quotes on the client level and you can track the status as well. Step 1:  Hit Add Client Step 2:  Enter your basic Quote Information Step 3:  Select Quote as you Status Step 4:  Click Add Policy and enter...

Linking to Finance Companies

Linking to Finance Companies

Jenesis Agency Management System allows you easy access to all of your information. You can link directly from the policy level to any finance company. Step 1:  Add the Finance Company in Company Setup Step 2:  Go to J-Links and Add the Finance Company Step 3:  Go to...

Tracking Claims

Tracking Claims

Track claims easily with Jenesis Agency Management System. Include relevant information such as Claim Number and Adjuster Name. Its the details that matter when you need information quickly for your clients. We help make your service exceptional. To Track a Claim Step...

J-Link to Heritage Insurance

J-Link to Heritage Insurance

Jenesis Agency Management System lets you access your Heritage Insurance Policy Information quickly and easily with J-Links. Your carrier information has never been more accessible. To Set Up the J-Link Step 1:  From the Main Screen select Utilities and Company Setup...

Prospects by Source Report

Prospects by Source Report

Jenesis Agency Management System makes managing your Prospects easy. You can easily enter prospects and track the marketing source they came from. We also have a Prospects by Source Report that lets you view the information quickly to know if you efforts are working...

Searching by Phone Number

Searching by Phone Number

Jenesis Agency Management System lets your search for your clients through a number of quick and easy ways including the phone number. Whether its a cell phone, work phone, home phone or any other just type the phone number in the field and any profile with that...

Creating and Emailing Favorite Reports

Creating and Emailing Favorite Reports

You can create Favorite Reports and even set up recurring emails to receive the information in Jenesis Agency Management System.  This helps save time and gets you the critical data you need related to your business. To Save a Report to Favorites: Step 1:  Choose the...

Processing Downloads by Location 2

Processing Downloads by Location 2

Jenesis Agency Management System lets you process downloads easily even if you have multiple locations. Simply click the location filter and choose the one you want to work with. Its that simple. To Process Downloads Step 1:  From the Main Screen click Upload/Download...

View Memo’s as PDF’s and Save to Images

View Memo’s as PDF’s and Save to Images

Jenesis Agency Management System lets you easily create letters and templates to send to your customers directly from the client or the policy level.  We also give you the ability to email, text, save to images and view as PDF.  These options give you flexibility to...

Ivans Exchange and Ivans Market Appetite

Ivans Exchange and Ivans Market Appetite

Ivans and Jenesis are the perfect combination to help you connect with your carriers.  Jenesis features an Ivans button in our ribbon that allows you to connect easily. For information on how to use Exchange and Market Apetite check out these videos

Marketing to Previous Customers

Marketing to Previous Customers

Marketing to Previous Customers has never been easier that in the Jenesis Agency Management System.  Along with all the amazing communications you can automatically generate, your previous customers just became potential future prospects.  And why not? Setting them up...

Track why clients purchase from you and why clients leave

Track why clients purchase from you and why clients leave

Jenesis Agency Management System gives you fields to track why clients purchased and why clients left. Step 1:  Access the policy Step 2:  Find the "Why Purchased" field and enter your information Step 3:  To track "Why Left" select the policy Step 4 :  Put in your...

Exporting Policy Information back to Quote Control

Exporting Policy Information back to Quote Control

Reshop Renewals easily in Jenesis. Quickly export policy information back to Quote Control with a few simple steps Step 1: Access the Client Step 2: Double click on the Policy Step 3: Click Quote Control Step 4: Click Yes to Import the Policy information Step 5:...

Reviewing Receipts

Reviewing Receipts

Reviewing Receipts in Jenesis is easy. You can review them from the Client Level or the Policy Level. Step 1: Search for the Client Step 2: Click the Review Receipts button at the bottom of the screen. Step 3: You can also edit and view receipts by double clicking the...

Renewal Thank You Letter

Renewal Thank You Letter

That's right. We have a great way to generate thank you letters for people who renew their policies with you. Just take the following steps to set up your Direct Mail, Email or Text Campaign and you are easily building rapport with your customers. Step 1: Go to...

Habit 1: Be Proactive by Jill Hasty

Habit 1: Be Proactive by Jill Hasty

I was given an assignment for work to read a chapter from the book "The 7 Habits of Highly Effective People" and reflect on my chosen chapter via writing a blog. I chose habit 1, Be Proactive. So, here I am writing this blog the day before it's due. How is that for...

Merge Duplicate Clients Tool

Merge Duplicate Clients Tool

Jenesis Agency Management System offers you flexibility when it comes to keeping a tidy client relations manager.   Not only can you merge individual clients through our search option but now you can mass merge client profiles with our Merge Duplicate Clients Tool...

Processing Downloads by Location

Processing Downloads by Location

In Jenesis Version 17.9.0 and higher your agency management system allows you to process downloads by Location. Step 1:  From the Main Screen Select Upload Download Step 2:  Click Process Download Step 3:  Filter for your location

Create and Modify Agency Procedures

Create and Modify Agency Procedures

Jenesis Agency Management System gives you an easy way to create and modify agency procedures.   You can even create action steps and assign them to specific agents. Step 1:  Click Tools and Procedures Step 2:  Click the Add New Procedure Button Step 3;  Create a...

Be Proactive by Jenna Price

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...

Exporting Production Reports to Excel

Exporting Production Reports to Excel

Jenesis Agency Management System gives you the ease and flexibility of exporting any of our production reports to Excel. Step 1:  From the Main Screen select Reports and Production Step 2:  Place a check mark next to the Report you want to export Step 3:  Click Export...

Reports – Client Referrals and Quote Referrals

Reports – Client Referrals and Quote Referrals

Do you know how well your client referral program is working for you?  Jenesis has added two convenient reports to help you track Client Referrals and Quote Referrals. Step 1:  From the Main Screen select reports Step 2:  Select Production Step 3:  Select Marketing...