Feature Spotlight: Cloud Backup

Feature Spotlight: Cloud Backup

As technology advances, data remains the most valuable asset of businesses worldwide. Companies rely on data to operate, and if something happens that makes them lose some or all their data, it can have devastating consequences. For this reason, many businesses,...

Feature Spotlight: Suspense

Feature Spotlight: Suspense

Suspense accounts feature commonly in accounting records in business sectors. They also feature in the insurance industry. These accounts provide temporary storage for transactions that require further investigation or clarification. Once the funds are classified,...

Investing in Talent – How To Do It Right

Investing in Talent – How To Do It Right

The insurance industry has undergone several transformations over the past few years, and it’s not over yet. As digital technology and customer expectations evolve, more insurance agencies realize the need to invest in the right talent to stay competitive. In 2023,...

7 Reasons To Avoid JenesisNow

7 Reasons To Avoid JenesisNow

You have probably heard it all by now. Promises of revolutionary tools and software that claim to make your life easier by automating your agency processes. Grand declarations that a specific management system is the last you will ever need to buy. You are probably...

September 2023 Product Updates

September 2023 Product Updates

  Changed the buttons on adding a note and viewing a note to have a standard project color scheme. Reduced the suspense saved message from 5 seconds to .5 second. Realigned "add to note" from the note card. Removed the periods from the verbiage on the cards to...

July 2023 Product Updates

July 2023 Product Updates

  JenesisNow Added a "Close" button to the Acord Forms page so that the user doesn't need to scroll back to the top. Added Client's Producer as a field for the Client Detail and Client Profiles reports. Added user signature (if created) to FS-1 and DL123 forms on...

June Product Updates

June Product Updates

JenesisNow Added a CSV and Print option for Suspense List. Updated Invoices to allow editing of invoice line items. The Policy Version list will now more accurately reflect how a change was made - by the user or by the system.. We have improved the way receipts look...

Tracking Your Insurance Agency’s Performance

Tracking Your Insurance Agency’s Performance

Tracking the performance of your insurance agency is crucial for assessing growth and identifying ideas for improvement. It also allows you to make informed decisions to keep your business successful. The best way to track performance is to use key performance...

Cashing In on Renewals

Cashing In on Renewals

Making more money with renewals depends on your customer relationships. If you build long-lasting relationships, you will discover that renewals are an invaluable source of income. This is why it’s imperative that you don’t miss renewals as they come up. One of the...