The insurance industry is fast-paced by nature. If your agents want to keep up with the pace, they must continuously track incoming sales and renewals. At the same time, they should manage positive customer relationships. And no, it is not as easy as it sounds. But...
Agency Management Systems
The Impact of Agency Management Systems on Staff Productivity
As the owner of an insurance agency, you probably continuously look for ways and means to enhance operations while boosting your staff’s productivity. Your focus is also likely to be on retaining customers while presenting them with new insurance products that fulfill...
4 Tips For Handling Uncomfortable Conversations
For many insurance sales agents, speaking to customers is a breeze. Most sales agents get into a sales career because they love meeting new people and helping them solve their problems. But there comes a time when insurance agents must have uncomfortable or downright...
Using Technology to Enhance Your Insurance Sales Process
Technology in insurance agencies is no longer a luxury but a business necessity. When you look at the speed at which AI transforms several industries, your agency cannot afford to stay behind. Are your agents tracking quotes and storing customer information using an...
The Benefits of Cloud-Based Insurance Agency Management Systems
Insurance agency management systems are pivotal in streamlining daily tasks and workflows. The technology that powers these systems can help you attain the goals you set for your agency. If you invest in a cloud-based insurance agency management system, you can enjoy...
6 Ways Insurance Agencies Can Streamline Their Operations With the Help of Management Systems
Insurance agencies deal with a mountain of documents and data every day. Insurance agents also sometimes represent several insurance companies and sell policies in various sectors, including car, health, and life insurance. If you own an insurance agency, you know how...
Is Your Insurance Agency Using SMS Marketing?
Sending text messages can be one of the most effective ways to acquire more clients in the insurance industry. If your insurance agency hasn't considered an SMS (Short Message Service) marketing strategy, now is the time to do so. Why Should Your Insurance Agency Use...
Choosing an Insurance Agency Management System? Avoid These Pitfalls.
Choosing the right insurance agency management system (AMS) is critical for insurance agencies to stay competitive and efficient in today's market. But the process can be daunting, and many agencies struggle to find the right system for their agency. Don’t make the...
Insurance Agency Management System Key-Feature Checklist
Choosing the right insurance agency management system is an important decision. You want something that will help your team work efficiently, let you track your profits and commissions, and improve the client experience. But what specific features should you be...
Insurance Agent Portal Software: Empower Your Customers and Reduce Your Workload
Savvy insurance agencies use tools and technology to work more efficiently. With the right customer portal, you can empower your customers, reduce your workload, and focus your efforts on more important tasks. What Are Agent and Client Portals? Understanding how...
Simplify Your Bookkeeping with the Right Insurance Commission Tracking Software
Since most insurance agents work on commission, tracking these figures is essential. With modern technology, you no longer need to track commissions manually. Even something as simple as a spreadsheet is an improvement over a piece of paper. But using the right...
Often Overlooked Insurance Agency Management System Features
Every modern insurance agency needs a management system. The right system will help you and your team stay organized and meet your goals. While some features are common to most insurance agency management systems, others are often overlooked or forgotten about. Some...
4 Ways the Client Portal Can Save Your Agency Time and Money
When running an insurance agency, you are always in search of ways to save time and money without sacrificing the quality of service you offer clients. One excellent tool for doing this is the client portal from Jenesis. What Is the Client Portal? The Jenesis client...
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....
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...
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...
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...
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...
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...
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 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...
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...
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...
Jenesis Insurance Agency Management System’s Review of the FISH Book
Insurance Agency Management Systems and Independent Insurance Agencies can learn from Fish! Imagine a workplace where everyone chooses to bring energy, passion and a positive attitude to the job every day. In this engrossing parable, a fictional manager has the...
Email ID Cards, Statements of Coverage, Invoices and Receipts
Jenesis Insurance Agency Management System allows you to email an invoice, statement of coverage, ID card or receipts and use email templates.
Grow your Insurance Agency – Cross Selling to Renters without Renters Insurance
There are many ways to grow your insurance agency using your insurance agency management system. Cross-selling to a target group is just one of the many ways. Below is a video of how Jenesis Agency Management System can do this for you. Jenesis provides a report that...
5 Reasons any size Agency needs a good Insurance Agency Management System
There are so many reasons why an agency would need a good insurance agency management system, below we dive into the 5 top reasons. 1) Customer Experience: With a couple clicks, you will have all the client policies info, notes, images, company immediately. You will...
Copy and Paste VIN Numbers
Jenesis Insurance Agency Management system allows you to copy and paste in a variety of areas including the VIN fields. All you need to do is right click and a box will pop up and allow you to Undo, Cut, Copy and Paste. Jenesis also makes a note in certain...
If we don’t change, we become extinct
Training different insurance agencies and different people is always a new adventure. I have learned a few things over the years. First human beings are creatures of habit. We spend our whole lives creating routines and schedules. Why do we do this? Because it makes...
Do you know if your Agency’s data is secure?
Agencies store important information most commonly on a hard drive, rather than in a file cabinet these days. Offsite backup could be exactly what your agency needs, if you’ve had concerns about how secure your data really is. I recently ran across an article that...
Protect Yourself with Agency Management System Accounting Features
Why does it keep happening? Every year, there are a few agents nationally who commit fraud. It harms the integrity of those agents who conduct good business with morals and integrity. I never have understood why an agent would think they could get by with it. Well,...
Is your Agency paperless?
Paperless can benefit you in many ways. It can make you more efficient by simply putting all of your documents in one place so that when you need to refer to them, they are easy to find. It also helps by eliminating rows and rows of filing cabinets that you don’t have...
Communicating effectively with your customers
As the economy continues to struggle, we have seen many independent agencies forced to close their doors. But, we have also seen many not only continue to thrive, but to grow. So what is their secret? There are of course many factors, which can play a part in an...
Is an agency management system an expense or an asset?
You could make a case for either. To figure it out, you must first look at the need in an agency. · In the independent agency, most have multiple companies and products to offer · Many companies have websites that assist the agent with status, changes, and payment...