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...

How to Best Manage Underperforming Employees

How to Best Manage Underperforming Employees

For insurance agency owners and managers, few things are more frustrating than having talented employees who underperform. If this is something you deal with, you have several viable options to manage underachieving employees more effectively. Ultimately, you aim to...

August 2021 Feature Updates

August 2021 Feature Updates

JenesisNow New Releases Keeping your data secure: We have added the ability for any user to turn on Two-Factor Authentication via email or text!  This adds an extra layer of security to your JenesisNow account. Additional Updates When filling out an Acord 24 or 25,...

10 Tips to Managing a Remote Workforce

10 Tips to Managing a Remote Workforce

Before COVID-19, telecommuting was already a popular option for corporations throughout the country. This allowed employees to work remotely, usually from home. However, once the pandemic hit, telecommuting became more of a necessity. When managed correctly, a remote...

7 Ways You Can “Recession-proof” Your Insurance Agency

7 Ways You Can “Recession-proof” Your Insurance Agency

Following a rough 2020, primarily because of the COVID-19 pandemic, a lot of businesses have suffered. Although not quite the same as a recession, for many it felt very similar. Fortunately, the economy is bouncing back as people return to work and again start buying...

When Should You Fire a Client?

When Should You Fire a Client?

Many people work in industries that require them to sell a product or service. Insurance is a prime example. Although potential clients sometimes go to agencies due to a referral from a family member or friend, typically, the agents work hard to find clients. Although...

Even Seasoned Insurance Agents Can Learn a Thing or Two

Even Seasoned Insurance Agents Can Learn a Thing or Two

You know that saying, “You can’t teach an old dog new tricks?” Well, that’s 100 percent false. Not only can seasoned insurance agents learn new things, but they should. For one thing, that allows them to continue playing a key role in an insurance agency’s success....

July Product Update

July Product Update

We've been hard at work rolling out a number of enhancements and feature requests.  Here's what's changed: JenesisNow We added the ability to make general receipts in JenesisNow. General receipts are made from the client level.  You cannot attach these receipts to a...

Toxic Traits That Are Killing Your Agency’s Culture

Toxic Traits That Are Killing Your Agency’s Culture

When handling business the right way, your insurance agency can achieve a high level of success. As a highly competitive industry, there’s not a lot of room for error. Unfortunately, some insurance agencies possess toxic traits that do significant damage to the...

Growing an Insurance Agency in 2021

Growing an Insurance Agency in 2021

When it comes to building a successful business, insurance agencies aren’t much different than other types of businesses. They face stiff competition and need to do everything they can to stand out. Especially because of the COVID-19 pandemic, an increasing number of...

Is Your Insurance Agency Maximizing Each Revenue Stream?

Is Your Insurance Agency Maximizing Each Revenue Stream?

When it comes to insurance, everything seems pretty straightforward. Agencies like yours sell policies of various types to both individuals and businesses. So, that makes it appear as though the premiums paid by policyholders are your only revenue stream. Right? Well,...

Teleconferencing Tips for Insurance Agents

Teleconferencing Tips for Insurance Agents

For the past 10 years, teleconferencing has gained in popularity. Then, the COVID-19 pandemic hit. That’s when insurance agents started to use teleconferencing even more than they did before. With so many businesses unable to have in-person meetings, this was the next...

8 Ways You Can Love Your Community Well

8 Ways You Can Love Your Community Well

As an insurance agent, the best way you can love and support your community is by providing quality coverage and well-rounded accounts. The more people you insure, the more people you will protect. Community engagement can help you reach your goal of protecting more...

Insurance Niche Marketing 101

Insurance Niche Marketing 101

Is your independent insurance agency known as a jack of all trades - selling a variety of insurance policies without having any real specialty? Instead of continuing to spread yourself thin, grow your book of business and improve your service by focusing on a niche....

Recent Product Updates

Recent Product Updates

We've made a number of changes to both our JenesisNow and JenesisClassic Agency Management System. You can read all about them, below. JenesisNow There is now a marketing campaign for "No Life Insurance."  This campaign will run for any customer at that location that...

People, Processes, and Policies

People, Processes, and Policies

If your insurance agency isn’t running as it should, it likely comes down to one of three things. You have a problem with people, processes, or policies. Diagnosing and addressing the problem can help you turn things around for your insurance agency. Let’s take a...

Avoid the Summer Slow Down!

Avoid the Summer Slow Down!

Nothing affects insurance agencies quite like the summer slowdown. The fun of summer can cause insurance agents to get off track, leading to lower earnings across the board. Fortunately, you can avoid the slowdown this summer by following some tips. These tips will...

Time Management for Insurance Agents

Time Management for Insurance Agents

You might not be able to add more time to the day, but you can make better use out of the time you have. With the right time management strategies, you can get more done during the workday and feel less stressed in the process. Read over our top time management tips...

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...