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...
6 Ways Your Insurance Agency Can Leverage AI
Every insurance agency constantly strives to deliver a good client experience and improve efficiency. The right AI tools can help you do both at the same time. Chatbots, in particular, are among the most useful tools that your insurance agency can leverage. Take a...
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...
Google Analytics 4 – Is Your Agency Ready?
Growing your insurance agency’s online presence requires collecting and analyzing data about your traffic. Do you know how people get to your website? What do site visitors do when they get to your website? Are prospects getting to your service pages? Not looking into...
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...
JenesisNow – It’s Time to Make the Switch
Whether you are currently using JenesisClassic or another insurance agency management system, it is time to make the switch to JenesisNow. This is the most feature-filled and efficient, as well as the newest, management system from Jenesis. Created by insurance...
The Importance of Balancing Your Book of Business
As an insurance agency, you almost certainly have a book of business. Even if you haven’t heard the term book of business, you most likely have one. This is simply the list of clients that you maintain. You probably have your insurance agency management software...
6 Ways Your Agency Can Thrive Despite Rising Inflation
Before getting into the details of how you can thrive despite inflation, make sure you understand why it is such a concern. Overall inflation across all sectors means that the items for which you offer insurance will cost more. With autos and homes having higher...
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...
Role Playing to Increase Your Insurance Agency’s Sales
To maximize your insurance agency’s sales, you need to ensure that your team has sufficient training. One of the best ways to prepare your agents for various scenarios is to engage in role playing. This will let them practice some of the most common scenarios. It will...
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...
4 Ways Your Agency Can Target Seasonal Businesses
You know your insurance agency should always be in search of new clients, but you may be overlooking a crucial segment. If you sell any type of business insurance or insurance that could be applicable to businesses, you should be targeting seasonal businesses....
April Showers Bring May…Floods? 8 Ways to Sell More Flood Insurance
If your insurance agency offers flood insurance, this is the perfect time of the year to work to sell more of it. Doing so will help your bottom line and protect your clients from the financial impact of flood damage. We’ve gathered some of the best ways to sell more...
Your Agency Still Hasn’t Gone Paperless? What’re You Waiting For?
If your insurance agency hasn’t already gone paperless, you need to start working on the transition. Going paperless is much more than just an environmental concern. It also provides plenty of benefits for your agency, employees, and clients. You Help the Planet The...
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
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
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
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
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...
Agency Website Migration Mistakes to Avoid
At some point, your insurance agency may need to migrate your website. As with the initial process of building your website, there are numerous potential issues to be aware of. By familiarizing yourself with these potential website migration mistakes, you will be...
When’s the Right Time to Sell Your Insurance Agency?
Just because you went through the hard work of starting an independent insurance agency, that doesn’t mean you want to keep it forever. At some point, you may want to sell it. Maybe you want to move on to another phase of your life or you have another reason. Every...
13 Ways Our Insurance Agency Management System Will Save You Time
When choosing an insurance agency management system, one of your primary goals is to save time. This, along with staying organized, are the main reasons that you need a system in the first place. With Jenesis, you get a long list of features specifically designed to...
How to Write Job Descriptions That Attract the Right Candidates
To provide the best service to your clients, your insurance agency needs to have a solid team with the right employees. The process of finding the right people for your insurance agency’s team starts with your job posting. Job descriptions are an especially important...
The Perfect Insurance Agency Tech Stack
As technology has advanced over the years, so has its ability to make your insurance agency run more smoothly. From tools to craft your insurance agency’s website to software to streamline everyday tasks, having a tech stack is now crucial for any insurance agency....
How to Ask for Feedback – From Your Team and Your Clients
Getting feedback is crucial for any business – especially insurance agencies. There are likely areas for improvement that you are not aware of, and you can’t correct them if you don’t know what the problem is. When looking for feedback, be sure to get it from both...
7 Ways to Build Customer Loyalty
Loyal customers are crucial to your insurance agency. After all, you will typically spend fewer resources and less time getting an existing client to renew their policies with you than attracting a new client. Given the urge clients have to comparison shop as a way of...
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...
Stories Sell – How to Sell Insurance Using Stories
Over the years, you have likely come across various strategies to sell insurance. Out of all of those, most insurance agencies develop a set of strategies that they rely on daily. If you don’t already have storytelling on your list, now is time to add it. Stories Work...
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...
Our Favorite Insurance Agency Management System Features
We recently asked our team to tell us which Jenesis features were their favorites. Take a look at what they had to say and learn a bit more about the features that make our software unique in the process. Access From Any Device Derek Honeycutt is our Product...
Building Your Referral Network
Part of running a successful insurance agency is building a strong referral network. This should consist of both happy clients as well as others in related industries. For example, you will likely want to have mortgage brokers, realtors, and more in your referral...
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
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
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...
6 Ways to Show Your Clients Some Love This Valentine’s Day
Valentine’s Day offers the perfect opportunity to show your clients how much you appreciate them. You can take advantage of this special day just like you would any other holiday. Remember that holidays offer an opportunity to reach out to your clients naturally. This...
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
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...
Email Marketing for Insurance Agents: How to Get Started
Running an insurance agency can be daunting, especially when you consider all of the marketing that you have to do in addition to meeting with clients and maintaining your industry knowledge. The following tips will help you figure out how to start and maintain your...
Insurance Agency Commission Structures Explained
Insurance agencies typically operate on a combination of salaries and commissions. Anyone who owns an insurance agency has to thoroughly understand the various commission structures so they can figure out which one is appropriate for their agency. Those still working...
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
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
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...
Why Free Insurance Agency Management Software Isn’t Right for You
You know that you need software of some sort to help you manage your insurance agency, but choosing the right one can be a challenge. It can be very tempting to consider free software, especially if you are on a tight budget as a smaller or independent agency. No...
6 Insurance Agency Website Design Mistakes to Avoid
One of the first things you need to do when starting your insurance agency is to create a website. You also want to take the time to regularly make sure that it continues to run smoothly and check all of the boxes. Whether you are designing your agency’s first website...
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...
5 Reasons to Avoid Insurance Agency Website Builders
You know that your insurance agency needs a website but building one may be intimidating. The effort required to make a website means that many agencies are tempted to use website builders. While these are convenient, they are far from the best idea. In fact, there...
Insurance Agency Software – Must-Have Features
Choosing the right insurance agency software is important, as you want to ensure that it has everything you need to run your agency smoothly. If it doesn’t have the features you need, you will have to purchase additional programs to get all of the necessary...
How to Build the Best Insurance Agency Website
One of the most important steps when setting up your insurance agency is to build your website. You also want to make sure to periodically make relevant changes as your agency changes. But building an insurance agency website does not have to be intimidating. You can...
How Well Do You Know Your Target Customers? Define Your Insurance Agency’s Target Personas
No matter the type of insurance you sell or what carriers you offer, it is crucial to know your target customers. Without being aware of these customers and their requirements, it is impossible to address their needs. You won’t know what types of insurance to carry or...
Insurance Agency Management Systems for Small Insurance Agencies
Every insurance agency needs to have an agency management system, but the features that a small insurance agency will require are very different than those that a bigger one will. Smaller agencies may not have the budget to pay for multiple pieces of software or the...
Goal Setting 101: Start the New Year Off Right
New Year’s resolutions aren’t just for individuals; they can also be great for businesses. Even if you don’t make it an official resolution, starting the new year off with the right goals can be great for your insurance agency. As you set those goals, keep the...
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
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
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
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
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
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
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
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
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
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!
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...
How to Sell Insurance Over the Phone: Getting Over the Fear and Closing More Policies
Working in the insurance industry can be very rewarding. Those who are successful can also have very lucrative careers. But it is not uncommon for insurance professionals to have difficulty talking to clients and selling policies over the phone. Phone skills can be...
How to Become an Insurance Agent: 7 Things to Know
If you plan on working in insurance, then you will need to learn how to become an insurance agent. Becoming an insurance agent is a great career choice, as it gives you plenty of flexibility, and you can typically complete the entire process of becoming an agent in a...
How to Create Your Insurance Agency Mission Statement
Part of creating an insurance agency is having an insurance agency mission statement. This is an important part of your business plan and your ability to attract both investors and clients. After a quick refresher on why an insurance agency mission statement is so...
A Guide to Starting an Independent Insurance Agency
Starting an independent insurance agency gives you an opportunity to be your own boss and get the satisfaction of growing your business. It lets you choose which products to offer and allows you to set your own schedule and rules. However, it also takes a great deal...
Keeping It Festive: 5 Ways Your Agency Can Celebrate Halloween
So many people look forward to Halloween. It is widely considered the beginning of the holiday season, so there is a reason to celebrate. Many companies opt to celebrate Halloween throughout the month of October. Bringing Halloween into your insurance agency can boost...
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
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
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
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
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...
Google’s Page Experience Update – What It Could Mean for Your Insurance Agency
As you know, Google changes its algorithms often. Some of them work in the background, which means not only do most businesses have no idea they exist, but also the new algorithms have barely any impact. However, Google also adds or changes algorithms that can...
How to Successfully Switch Insurance Agency Management Systems
Running a successful insurance agency doesn’t just happen by chance. It takes multiple factors to create a thriving business. That starts with an owner who has a clear vision and outstanding leadership qualities. Then, the insurance agency needs skilled agents who use...
How to Know When You Should Fire an Employee
When you run an insurance agency, you have tremendous responsibilities. That includes hiring the right people who can help the company grow. Also, you want to provide your staff with training so they can consistently hone their skills and give them the tools and...
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
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...
Leverage Your Data to Sell More Insurance Policies
If you asked 100 insurance agency owners or agents what goal they consider a priority, probably all of them would say to sell more policies. After all, that’s what the insurance industry is all about. Yes, they want to build lasting relationships with the clients they...
Insurance Agent Compensation Models – Which Is Right for Your Agency?
Most people know that insurance agents work off commission. That means they get a specific percentage of the sales they make, which comes from the premiums the clients pay. However, there are different insurance agent compensation models, some good and others not so...
5 Ways You Can Boost Morale Throughout Your Insurance Agency
Poor morale can occur for several reasons. It also manifests in ways that cause problems for the insurance agency. While every agency faces challenges, low morale within an office is near the top of the list. Without a doubt, this applies to any business, including...
Insurance Agency Management Systems Aren’t All Created Equal
When it comes to insurance agency management systems, independent insurance agencies can choose from several different options. However, just as with other available products, not all offer the same features, service, and affordable pricing. There’s no question that...
Jenesis & The Agency Advantage Have Combined Forces!
In July, Jenesis Software acquired the assets of Georgia-based Advantage Information Systems, Inc., more popular as The Agency Advantage. For insurance agencies around the country, this announcement is huge. Both Jenesis and The Agency Advantage are highly respected...
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
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...
Insurance Agency Scripts for (almost) Every Scenario
While it’s hard to imagine, even the best insurance agencies follow predetermined scripts. Usually, agents use them as part of selling or marketing the different available products. However, you’ll find these same scripts on insurance agency websites and throughout...
Insurance Cross-Selling Is a Team Effort
The same parenting quote, “It takes a village to raise a child” applies to the business world. Regardless of the type of insurance your agency sells, you can’t achieve success without having a supportive team of agents. That’s especially true when it comes to...
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
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...
Core Web Vitals: What You Should Know
More than ever, you need a professional website. However, that goes beyond how it looks. More importantly, you want to focus on performance and navigation. With the pandemic, online business is booming. Whether doing research, shopping, reviewing statistics, or...
Is Your Insurance Agency Prepared to Serve Gen Z?
People born during different periods fall into unique categories. For instance, baby boomers consist of individuals born between 1946 and 1964. So, there are a lot of baby boomers, most now reaching retirement age. Then, there’s Gen X, which came after baby boomers...
Garbage In—Garbage Out: 6 Ways to Keep Your Insurance Agency Management System’s Data Clean
There’s an old saying that applies to many things in life, including the insurance industry. “Garbage in—garbage out” simply means that that effort people put into doing something determines the outcome. If someone doesn’t give 100 percent, they shouldn’t expect to...
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?
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...
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...