6 Ways Your Insurance Agency Can Add Value
When an individual or business wants to buy a policy, they could turn to any number of insurance agencies. If you run an insurance agency, it’s important to stand out. That way, prospects will immediately focus on your agency and what it has to offer rather than go...
Agency Leaders: Are You Making These Mistakes?
Whether you work as part of a management leadership team for an insurance agency or you own an insurance agency, you carry tremendous responsibility on your shoulders. Even when hiring highly qualified agents, you still need to stay on top of things. That’s just one...
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
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
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...
How to Transition From a Captive Agency to an Independent Insurance Agency
Within the insurance industry are several different types of businesses. Apart from companies specializing in specific coverage such as commercial space, life insurance, and farm insurance, some operate as captive agencies and independent agencies. Captive Versus...
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?
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
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
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
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....
What’s Your Unique Selling Proposition? (Hint: It’s Not Just About Giving Good Customer Service)
It’s no secret that the insurance industry is highly competitive. Agencies operate in physical and virtual spaces, fighting to land the same clients. Identifying your unique selling proposition (USP) can help your agency stand out in the saturated marketplace. Your...
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...
Trim the Fat – Things Your Insurance Agency Doesn’t Need in 2021
Does it seem like your bills get higher and higher each year that you run your insurance agency? You can’t make much of a profit if your overhead costs are too high, so it’s time to make a change. Updating your insurance agency’s methods and practices can help you...
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!
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
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...
Cross-selling Insurance – Stop Leaving Money on the Table
Your insurance agents devote lots of time to recruiting and warming leads. Then, once they sign someone to a new policy, they likely go back to the drawing board, looking for new leads. While lead generation is a critical component of running a successful insurance...
Avoiding Disaster: The Importance of Backing up Your Data
Your insurance agency handles lots of important data. From the financials to client information, you need to have access to the data at all times. A computer virus, formatting errors, and other problems can cause data loss, harming your insurance agency. Fortunately,...
8 Things Every New Insurance Agency Needs
Starting a new insurance agency is exciting. You can’t help but think of all the money you can earn as the head of the agency. Before you bring in revenue, though, you need to make sure you get everything in order. Find out what you need to start your new insurance...
Insurance Agency Recruiting Tips – Finding and Retaining Top Talent
With projected job growth of 5 percent through 2029, insurance agents are in high demand. Agencies around the country compete to recruit and hire the best talent, so they can get a leg up in the industry. You can gain a competitive edge by incorporating some insurance...
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...
JenesisNow – Company Setup – “Other”
This video tutorial will give you a quick tour of the “other” New Company feature in JenesisNow.
JenesisClassic – Filtering Suspenses
Updates have been made to the Suspense display on the client main screen. Now you can filter and search within the suspenses!
6 Steps To Optimizing Your Insurance Agency’s Google My Business Listing
One of the most important tools for a local insurance agency is their Google My Business listing. Use this guide to make sure your listing is set up correctly and you’re taking advantage of all it has to offer.
JenesisClassic – User Setup – Setting Social Security Number Permissions
JenesisClassic is more secure than ever, displaying only the last 4 digits of the clients’ social security number. This video tutorial will show you how to adjust the social security number display feature. https://youtu.be/ywUCuUce3Nw JenesisClassic - Setting...
JenesisClassic – Motorcycle Vin Decoder in Quote Control
https://youtu.be/nxeQ9-qTNZE
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...
JenesisNow – Email Client or Company
https://youtu.be/V9iH6ecLKyg You will now have the ability to choose if you would like your email to go to the client or to the company.
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
JenesisClassic – Tabs Feature
Introducing one of the best new features in JenesisClassic – the Tabs feature.
JenesisClassic – Customize Suspense Box
Introducing the option to rename the Suspense box in JenesisClassic – one way Jenesis is making your life easier.
JenesisClassic – Outlook Integration
Our newest feature in JenesisClassic – email integration with Gmail and Outlook is now available.
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.
JenesisNow – Forms, Applications & Certificates
Need to print a form or certificate in JenesisNow? Learn how to create and print certificates in JenesisNow.
JenesisNow – Manually Renewing Policies
If you’ve been receiving paper renewal documents in the mail, you probably need to know how to renew policies in JenesisNow manually.
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
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
JenesisNow – Adding A Policy
Have you been wondering how to Add a policy in JenesisNow?
JenesisNow – Endorsements
Have you been wondering how to do Endorsements in JenesisNow?
JenesisNow – Imaging
Have you been wondering how and where you can attach an image or document in JenesisNow?
JenesisNow – Tagging
Have you been wondering how to use Tags in JenesisNow?
JenesisNow – Merging Clients
Have you been wondering how to merge clients in JenesisNow?
JenesisNow – Adding Email & Text Signature
Have you been wondering how to use add an email signature in JenesisNow?
JenesisClassic – Setting up JLinks
Have you been wondering how to properly set up and use J-Links in JenesisClassic?
Imperial Premium Finance Integration
How to access Imperial Premium Finance in Jenesis Agency Management system to get a finance quote for your customer.
9 Ways To Improve Your Closing Ratio
Research – It is important to be continually learning. You can do this in a number of ways including Books, Podcasts, Audible, YouTube, etc.
JenesisClassic – Color Scheme
Have you been wondering how to adjust the color scheme in JenesisClassic?
JenesisClassic – Simply Easier Payments (SEP)
Have you been wondering how to integrate and make the best use of SimplyEasier Payments in combination with JenesisClassic?
JenesisClassic – Formstack (formerly InsureSign)
Have you been wondering how to integrate and make the best use of Formstack (formerly InsureSign) in combination with JenesisClassic?
Email Verification Noting – JenesisClassic
Are you looking for an easy, efficient way to keep track of email verification?
JenesisNow – Simply Easier Payments (SEP)
Have you been wondering how to integrate and make the best use of SimplyEasier Payments in combination with JenesisNow?
JenesisNow – Sprucebooks
Have you been wondering how to integrate and make the best use of Sprucebooks in combination with JenesisNow?
JenesisNow – Formstack (formerly InsureSign)
Have you been wondering how to integrate and make the best use of Formstack in combination with JenesisNow?
JenesisClassic – Prior Generations & Policy List
This video tutorial shows you how to view prior policies.
JenesisClassic – Clients Last Viewed
This video tutorial teaches you how navigate from a clients’ policy to the home screen, and back again.
Jenesis Classic – Life and Health Demo
Have you been wondering what options Jenesis provides for storing details of Life and Health policies?
JenesisClassic – Email List Builder
Have you been wanting to create an email blast or an email campaign to specific groups of target clients?
JenesisClassic – Acord Library
This video tutorial teaches you how find blank and prefilled Acord Forms from the user Dashboard – easily and quickly.
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”
“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
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
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
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
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 – Emailing and Texting with Templates
Wouldn’t you love to send a text or an email automatically from within your agency software?
JenesisNow has this feature, plus the ability to create templates to promote consistent client communication.
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
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”
“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
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
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
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
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
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
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? 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...
JenesisClassic – Setting up J-Links for Discovery Insurance Company
This tutorial walks you through the steps of showing you how to add, delete, or assign J-Links for Discovery Insurance Company. https://www.youtube.com/watch?v=D6QjWvzWFUk&feature=youtu.be How to make sure your Jenesis Agency Management system is set up...
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
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...
JenesisNow – Company Setup
You have a new carrier & coverage to offer in your agency, but how do you set them up in your JenesisNow system?
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...
How Much Should an Insurance Agency Invest in Advertising and Marketing?
Determining a marketing budget can be frustrating and confusing. Are your marketing dollars being spent in the right areas? How do you know if what you’re doing is working? Are you spending enough? The U.S. Small Business Administration recommends spending 7 to 8...
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 - 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 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
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...
Book Review of “How to Become A Rainmaker” for Insurance Agents
This is a book review of How to Become A Rainmaker for Insurance Agents. I hope you enjoy! Always do these things ... Cherish customers at all times. Treat customers as you would your best friend. Listen to customers and decipher their needs. Give customers what they...
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
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...
Chat Feature available with the JenesisClassic Hosted Version
The JenesisClassic Insurance Agency Management System's built-in Chat Feature allows agents to instantly chat with their entire team or one-on-one, even with those team members who are not at the same location.
Boost Your Search Rankings: The Best Ways to Get More Google Reviews
This Post was Updated September 10, 2019 with new information. While there are a lot of sites where you can get reviewed, the fact is the majority of search traffic comes from Google. For this reason, it makes more sense for an insurance agency to focus their efforts...
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
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
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)
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
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
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
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
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
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...