JenesisNow September Updates

JenesisNow September Updates

For Memorized Reports, Date Ranges now save as actual Date Ranges instead of "hard-coded" dates. To save actual dates instead of something like "Last Month," just leave the Date Range dropdown set to the "(Custom)" value. Added Concrete (Solid) as an option for...

How to Maximize Your Renewals

How to Maximize Your Renewals

Renewals are a crucial part of running an insurance agency. After all, retaining an existing client is more cost-effective than attracting a new one. You likely already have some ideas of how to boost renewals, but there is always room for improvement. Keep the...

Insurance Moves Fast! Learn To Embrace Change

Insurance Moves Fast! Learn To Embrace Change

Some industries change more quickly than others, and insurance is one of them. This means that successful insurance agencies are those that embrace change. Take a closer look at some of the ways that you can embrace change and help your agency continue to adapt to the...

August Product Update

August Product Update

JenesisClassic Jenesis will now make a note when changing a policy status to quoted, quote pending, and quote declined. We updated Acord 140 to prefill Subject of Insurance, % Sprink, Central Station Checkbox. Can now delete signature in user setup. Both the first and...

July Product Update

July Product Update

JenesisNow Improved a better date of birth calendar to make it easier to enter a date of birth. We have added all policy types to the Acord 75 policy selection. We have added a  Descriptions field to All Medicare Policies, All Life Policies, and All Health Policies....

June Product Updates

June Product Updates

JenesisNow The login page has been adjusted to be more responsive to various screens with info at the top. Your 2FA method will now be remembered from your last log-in.  One less click to get you where you are going! Custom Payment Types and Fees can now be manually...

How Many Touchpoints Is Enough?

How Many Touchpoints Is Enough?

When prospecting new clients for your insurance agency, touchpoints play an important role. There is no solid rule on how many touchpoints are enough, but there are some good guidelines to follow. What Are Touchpoints? As a refresher, a touchpoint refers to the...

Insurance Agency Branding Basics

Insurance Agency Branding Basics

A key part of marketing your insurance agency is creating a brand. Branding helps you overcome the fact that shopping for insurance isn’t necessarily fun; it’s a necessity. Your clients aren’t coming to you because buying insurance is exciting. They’re there because...

May Product Updates

May Product Updates

JenesisNow Product Updates Now when you change the drivers license # or state for a client it will update the driver on the business auto policy. Also, if you update the driver on the business auto policy it will update the person on the client. Lienholders now...

Effectively Manage Claims

Effectively Manage Claims

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...

9 Ways to Engage Your Community This Spring

9 Ways to Engage Your Community This Spring

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...

How to Leverage Videos

How to Leverage Videos

If your insurance agency is not already leveraging videos in your insurance agency’s marketing, then you are missing out. Videos are a great way to boost engagement with clients and potential clients and to share information. Take a closer look at some of the ways...

How to Decide on a Marketing Budget

How to Decide on a Marketing Budget

Marketing is a crucial part of running your insurance agency. You need to recruit new clients and retain your current ones. But how do you know how much to budget for your marketing efforts? It can be challenging, especially as you have to consider every part of your...

April Product Updates

April Product Updates

JenesisClassic Bridging to any carrier from Stored Quotes in Quote Control now opens in the default browser which for our hosted users will be Chrome. We have added Other Ins as an option to the Principle/Occasional drop down options on the Drivers form. Now, only a...

A Guide to Leveraging LinkedIn

A Guide to Leveraging LinkedIn

Between networking opportunities and prospecting, there are plenty of ways for insurance agencies to leverage LinkedIn. The following guide will help you get the most from your LinkedIn marketing and networking. Optimize Your Profile Before you do anything else on...

March Product Update

March Product Update

JenesisNow A field for Certificate Holder Description has been added when generating Acord 25. We have added the ability to text receipts. We have added the ability to use dynamic data fields in user email templates. When entering zip code for mortgagee information in...

Hiring Insurance Agents to Grow Your Agency

Hiring Insurance Agents to Grow Your Agency

Part of running a successful insurance agency is having the right people on your team. Just like you need to know when to fire an agent, you need to know the best strategies to hire insurance agents. This lets you expand your agency as your community’s demand for your...

What to Do If a Client Cancels

What to Do If a Client Cancels

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...

Master the Onboarding Process

Master the Onboarding Process

You want to make your client experience as seamless as possible right from the start. By offering a smooth onboarding process, you will be on your way to improving your insurance agency’s retention rates. Of course, mastering the onboarding process will also ensure...

6 Ways to Generate More Reviews

6 Ways to Generate More Reviews

Every insurance agency needs to focus on growing its client list. Part of this involves maintaining a strong online reputation. Reviews play a key role in this. Most people will read reviews before signing up for any service or making a major purchase. This is...

February Product Updates

February Product Updates

  JenesisClassic The Active policy reports by company and by broker for both Personal and Commercial lines have been altered to reflect the company name rather than the parent company. The following Acord forms have been updated: ACORD 80 NV (2022/01) Nevada...

Jenesis Spotlight with Deirdre Rushin

Jenesis Spotlight with Deirdre Rushin

Recently, Lisa Price with Jenesis Software had the opportunity to sit down with Deirdre Rushin, a rising star in the insurance field, and we couldn’t wait to share the experience with you! Deirdre spent the first portion of her career as a social worker. For over 25...

Insurance Agency Marketing in 2022

Insurance Agency Marketing in 2022

Part of running an independent insurance agency is constantly marketing to grow your client base. That continual growth requires you to stay up to date with the latest marketing strategies and tips. Optimize Your Website Start by optimizing your website. Make sure...

Social Media Marketing for Insurance Agents

Social Media Marketing for Insurance Agents

Gone are the days when social media was only used for posting pictures of what you had for lunch. Now any insurance agency that doesn’t use it as part of its marketing strategy is missing out on a significant opportunity. You can use social media to connect with...

Best Insurance Agency to Own

Best Insurance Agency to Own

When it comes time to open your own insurance agency, you will have multiple decisions to make, including whether you should open a captive or an independent one. Either type of agency will let you serve clients by offering insurance and a high level of customer...

January Product Update

January Product Update

JenesisNow The user has the ability to hit the enter key after inputing password to login instead of using the mouse to click on login. Page 2 of ACORD 125 now transfers over GL Listing Locations addresses for a General Liability policy when selected. You can now send...

Close Out the Year Strong

Close Out the Year Strong

With December more than halfway done, it’s time to take a look back at the last year in your insurance agency and figure out what you can do to finish the year strong. Even with just a couple of weeks left in 2021, there is still more than enough time to end the year...

December Product Updates

December Product Updates

JenesisNow Using a Rater? Using a rater outside of Jenesis? No problem! Sending the data is super easy. We've allowed the ability to send data to other rating systems by being able to download the Policy XML located in the Policy Info box on the policy screen. Take a...

Lead Nurturing 101

Lead Nurturing 101

To understand a bit more about how to best nurture your leads, you need to have a better idea of what lead nurturing is. This is the marketing process that helps educate your prospects and build a relationship with your leads that aren’t ready to commit to buying yet....

Insurance Agency Retention Tips

Insurance Agency Retention Tips

One of the most important parts of running your insurance agency is attracting and retaining clients. Retaining clients is crucial, as you already put in the time, effort, and money to attract them to your agency. Luckily, retaining clients can be easier than you may...

10 Books Every Insurance Agent Should Read

10 Books Every Insurance Agent Should Read

Every insurance agent should strive to be the best in their field. This means working hard at continuing your education. You can do this with little to no financial investment by going to your local library. Reading good material can be a powerful tool in growing your...

6 Processes Every Agency Should Master

6 Processes Every Agency Should Master

One of the topics most thoroughly discussed amongst industry experts is what procedures and processes you should have in place for your insurance agency to run smoothly. Every insurance agency should have their processes clearly defined in several formats so that the...

November Product Updates

November Product Updates

JenesisNow Added ability to populate city and state based on zip code anywhere an address is entered. Filter modified for the Policies / Pending Renewals main dashboard box to include "Policies where I'm the Producer" and "Policies where I'm the user". Added Mobile...

Give Thanks to Your Community

Give Thanks to Your Community

Thanksgiving is the perfect opportunity for your insurance agency to give thanks to your community. Doing so will help cement your agency as part of the community and also show your commitment to the well-being of others. The following ideas should give you some...

The Importance of Insurance Agency Networking

The Importance of Insurance Agency Networking

To achieve success in the insurance industry, you have to network. Insurance agency networking is important even for agents who are good at sales and consider themselves to be a “people person.” The importance of networking is even greater if you’re just starting an...

Overcoming Objections in Insurance Sales

Overcoming Objections in Insurance Sales

Working in the insurance industry can be a rewarding career option. But, if you’re on the sales side of insurance, you need to be prepared to handle roadblocks from time to time. One of the keys to excelling is knowing how to deal with objections in insurance sales....

Giving A New Leash on Life!

Giving A New Leash on Life!

 What’s your passion? Volunteer work? Helping others? Helping animals?  Have you acted on that passion?  Lisa Gibson, our Jenesis and Agency Advantage Implementation & Support Manager, has found a way to do it all and her story will inspire you! Lisa volunteers...

Which Insurance Designations Matter Most?

Which Insurance Designations Matter Most?

Every insurance agent wants to market themselves in the best way possible, as that helps attract the most clients. One of the first ways to market yourself is by considering what insurance designations to work toward. Clients will feel that the more designations you...

October Product Updates

October Product Updates

JenesisNow On the Client List when you click the next page it now takes you back to the top of the page. Added the pages to the top of the page as well. We added Acord 90 - Personal Auto Application for Georgia We have added fields under each user for Date of Birth,...

Get Your Insurance Agency Ready for the Holiday Season

Get Your Insurance Agency Ready for the Holiday Season

Even with the holiday season several weeks away, it is not too early to start getting your insurance agency ready for it. Now is the best time to start preparing for the holiday season if you haven’t already started doing so. If you aren’t sure what actions to take to...

How to Handle Insurance Cancellations

How to Handle Insurance Cancellations

Your primary goal as an insurance agent is to make sales, and of course, you want to avoid cancellations whenever possible. Remember that even if a client wants to cancel their insurance policy, it is not set in stone. You still have the chance to win them back and...

Stop Selling on Price

Stop Selling on Price

It’s no secret that the insurance industry is a highly competitive space to be in. Perhaps the most popular way that insurance agencies secure business is by trying to keeping prices low. Especially when it comes to mandated automobile and homeowner’s policies, people...

Proven Insurance Agency Growth Strategies

Proven Insurance Agency Growth Strategies

Considering that laws exist to mandate insurance coverage for homes, automobiles, and other possessions, you wouldn’t think agency owners have a hard time growing their business. However, this particular industry is highly competitive. That’s why insurance agencies...

September Product Updates

September Product Updates

JenesisNow Added the ability to use a half percent in the commissions. Business Description on a commercial policy will now transfer to the Acord 25, Description of Operations. We added the ability to rewrite a policy with ease.  Just click "Rewrite Policy" in the...

Bridging the Gap Between Producers and CSRs

Bridging the Gap Between Producers and CSRs

A CSRs, or “customer service representatives,” is an individual who plays a key role in the success or failure of an insurance agency. Especially for agencies in competitive markets, there’s no way to measure the unprecedented value of a CSR. Every day, people...