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October Product Updates

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

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

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

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...

Proven Insurance Agency Growth Strategies

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...

Bridging the Gap Between Producers and CSRs

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

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...

August 2021 Feature Updates

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

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...

7 Ways You Can “Recession-proof” Your Insurance Agency

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...

8 Referral Strategies You Can Start Today

8 Referral Strategies You Can Start Today

To succeed in the insurance industry, you need to rely on many different strategies. Some of those consist of “old school” techniques, such as cold calling, handing out business cards, and using word of mouth. However, this also includes things like using an insurance...

When Should You Fire a Client?

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...

Even Seasoned Insurance Agents Can Learn a Thing or Two

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

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

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...

Growing an Insurance Agency in 2021

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...

Teleconferencing Tips for Insurance Agents

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...

Recent Product Updates

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...

People, Processes, and Policies

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!

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

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...

How to Show & Hide J-Links Passwords

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 ******