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,...
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 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...
Jenesis Insurance Agency Management System allows you to email an invoice, statement of coverage, ID card or receipts and use email templates.
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...
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...
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...
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...
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...
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,...
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...
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...
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...