In today’s digital landscape, your insurance agency website is often the first point of contact for potential clients. Ensuring that your website is both user-friendly and optimized for mobile devices is crucial for attracting and retaining customers. Here’s why it...
Cool features We have added the ability for a user to filter a client's policy list to show only personal lines policies or only commercial policies or all. The default will be all. https://youtu.be/Ys_mjxjcwek We have added an option on the policy screen to print a...
In the ever-evolving digital landscape, standing out from the competition is essential for independent insurance agents. Traditional marketing methods, while still valuable, are no longer enough to ensure a steady stream of clients. This is where search engine...
As an agency leader, you probably feel like you have to be everywhere all the time. Since this is physically impossible, the next best thing is delegation. You cannot manage client relationships, oversee sales, enforce regulations processes, and keep your team happy...
Data and analytics play a huge part in running a successful insurance agency. Data, which many people consider just a collection of numbers, is the most important factor for decision-making in an agency. Collecting data can help you find weaknesses in your agency’s...
Cool features We have added the ability to have multiple commission tiers for a given carrier. https://youtu.be/omjZhpgtGj0 We have added notifications of how many unread messages to the email option on the left main right sidebar as well as an unread emails...
In the bustling world of insurance, finding the right insurance agency management system for small agencies can be a game-changer for elevated efficiency and growth. Jenesis leads the industry with streamlined functionality and personalized support tailored...
In 2024, the insurance industry will continue its shift toward remote work. Insurance agencies are generally known for their office culture, but after the impact of the pandemic, many agents found working from home the better option. And, as technology improves and...
If there ever was a first impression that mattered, it is the first impression of your agency on a potential customer. If you fail to impress, you fail to build instant trust and credibility. And, once that customer has moved on, you will not get them back. The...
Every insurance agency owner wants their brand to grow. But sadly, not everyone succeeds in this goal. Sometimes, there are just too many established competitors, or there is low demand for insurance products. In many cases, however, insurance agencies overlook the...
If you have been working in an insurance agency for a while, you will have noticed that the traditional method of marketing insurance products is fast becoming a thing of the past. Today’s insurance customers are not interested in long face-to-face meetings. Most do...
Consistency should be one of the main goals of your insurance agency. Consistency ensures ongoing customer satisfaction because your customers will know what to expect. It also helps build trust and loyalty with your customer base. To achieve customer satisfaction and...
The ideal journey for your insurance agency sees your brand growing steadily over months and years. Even if you start small, you want to build a loyal client base and a strong reputation for excellent products and service. This growth, however, won't happen without a...
2024 is shaping up to be a tough one for insurance agencies. GDP growth and increasing inflation will continue to impact the insurance sector. There is a 3.9% unemployment rate to consider and shifting consumer sentiment. These factors may have played a big role if...
In the 1970s, the Association for Operations Research and Development (ACORD) was established. This non-profit saw the need for standardized insurance forms worldwide and created the ACORD certificate of insurance, which was intended to streamline insurance processes...
Noteworthy Enhancements We have added the ability for users to delete policy downloads from the download processing screen. View Demo Users now have the ability to exclude one policy type while including another policy type from the Policy Detail and...
Modern insurance customers are bombarded with information and marketing daily. So how do you ensure that your content is what customers want to see? The answer lies in content strategy: creating a strategy that allows you to create valuable content and deliver it on...
SEO is important for every industry. It is one of the most effective ways to market a business because it helps people find a brand faster. Google knows this very well, so it continues to update its internal search engine algorithms. It does this to ensure that users...
People looking for insurance value a quick and easy online experience, and having the right tools can play a critical role in streamlining that process. Designed specifically for insurance agents, these advanced rater tools enable our agents to efficiently compare and...
Now more than ever, your insurance agency should work hard to improve its online visibility and increase lead conversions. These are two main ways to ensure that your agency stays successful and continues to beat the competition. Most consumers today, especially those...
We may live in a time of AI and rapidly advancing technology, but this does not mean that your agency should become impersonal and focused only on transactions. Customers who experience this type of interaction with an agency are not likely to sign up for insurance....
In a competitive market, customer service is what's going to set your insurance agency apart from the next. If a potential customer does not receive the service they demand from an insurance provider, they may move on to yours. This gives you the chance to provide...
The insurance industry has long since ceased to be filled with stacks of paperwork and face-to-face meetings. Your sales agents probably have wide-open diaries but still, not enough time to finish all their tasks. This is because even though they are no longer meeting...
If you still rely on outdated manual quoting systems, you are seriously slowing down your insurance agency’s productivity and lead generation process. In 2024 and beyond, your quoting system should be automated and streamlined. This will reduce customer wait times and...
Insurance agencies are just like any other business. They must be visible to grow, and to be visible, they must have an online presence and sufficient marketing strategies. If you own an agency, you will know how important brand awareness is. Potential clients must...
What exactly is "customer experience?" Does it refer to the effect a business' sales process has on a customer? Does customer experience relate to how a customer feels about interacting with a specific brand? Customer experience (CX) is about all of that and more. It...
Noteworthy Enhancements Users with location admin rights will now be able to edit the marketing campaigns for that location. View Demo We have moved the Single Run Campaign to the bottom of the campaign list inside Edit Agency Location. View Demo We have added...
What would happen if your agency suddenly stopped operating or lost all customer data? It is a frightening prospect because it would negatively affect your agency and hundreds or thousands of customers. The scary part is that if you continue to work with an outdated...
Getting a new insurance management system for your agency is more than buying a new software tool. An insurance management system typically comes with a short onboarding period and training. This is necessary to ensure all departments know how to use the software to...
Commission management is a crucial part of the day-to-day activities of your insurance agency. It is the part of your business that needs as much transparency as your communication and dealings with customers. But, as you also know, managing commissions is not always...
When you think of text messaging, you probably picture texts between friends and family. But text messages don’t only play a role in communication between loved ones; it is one of the main communication channels between businesses and customers. The insurance industry...
The insurance industry is like a living organism. It is constantly growing, evolving, and adapting to different circumstances. When insurance agencies do not keep up with these changes, they ‘die’ because their growth stalls. Agencies that go with the flow, so to...
Noteworthy Enhancements We have enabled setting default coverages for Business Owners Policies. We have also renamed Business Owner BOP to Business Owners Policy. We have added a shortcut icon to the navigation bar to quickly access your user credentials. ...
If you ask any big corporation why they spend so much money on branding and marketing, they will probably all have the same answer: consistency and impact. A well-thought-out digital brand strategy creates a public perception of a business. And it is up to each...
Running a business requires a lot of blood, sweat, and even tears. It requires money for practical things like furniture, electronics, and staff. It needs a proper recruitment process and marketing strategy. And most importantly, running a business depends on...
2024 just started, and insurance agencies are already competing for space on Google’s first page. They use innovative marketing ideas, SEO strategies, and advertising to target Gen Z. But what some insurance agencies neglect to do is create a simple Google Business...
The days of loopy, handwritten signatures are long gone. With people conducting business with customers worldwide, a better solution was needed. And so, back in the late 80s, the concept of a digital signature scheme saw the light. By the 20th century, electronic...
Insurance sales cycles are seasonal, just like in many other business sectors. Seasonality means business will fluctuate in your insurance agency throughout the year, and it may become what you refer to as a ‘bad couple of months. However, if you understand...
An insurance agent’s time is not their own. Every day, agents must balance new business with insurance claims and dealing with inquiries or complaints. In addition to this, they must time their renewals just right and introduce new products when relevant. They must...
It is not easy being an independent insurance sales agent and being present with your family after hours and on weekends. This is because work often goes home with agents who have to catch up on admin and correspondence. Sales agents get discouraged because they lose...
Noteworthy Enhancements We have added a marketing opt-out toggle on each person to easily opt them out of every current and future marketing campaign. View Demo You can now view a report for Absence tracking. View Demo Changed the Generate Form button for...
Rejection is part of the deal when you decide to become an insurance agent. Not everyone is going to buy what you’re selling. And not every potential customer is going to be nice when turning down your insurance policies. Getting a "no" when they expected a "yes" is...
A strong and expanded online presence is something every modern insurance agency needs. We live in an age where customers want products and services at the tap of a screen. It is no different with insurance clients. They want to be able to buy insurance coverage from...
Client retention is crucial in any business but critical in the insurance sector. Without long-standing client accounts, an insurance agency would have little to no chance of survival. This is mainly because a high client turnover is harsh on an agency’s cash flow....
When you chose your insurance agency’s logo, what did you base the design on? Why did you choose the specific colors of the logo? What attracted you to the shapes, lines, and even tagline accompanying the logo? If you used a logo generator just to have something to...
Data lies at the core of every successful insurance agency. Agencies use several forms of data to perform daily tasks. This information includes personal information, claims history, and paper attachments. All types of data that agencies use form part of each...
With stiff market competition these days, modern insurance agencies cannot survive without an online presence. This includes having a website that attracts potential clients and educates and informs existing ones. The purpose of an agency website is to have a central...
As technology advances, data remains the most valuable asset of businesses worldwide. Companies rely on data to operate, and if something happens that makes them lose some or all their data, it can have devastating consequences. For this reason, many businesses,...
Insurance is a must-have product in the modern times we find ourselves in. It is risky to drive an uninsured car and live in an uninsured house. It is borderline irresponsible to run a business that is not insured. As an insurance agency owner, you must convince...
The insurance industry once stockpiled stacks of paperwork and red tape. Then, technology abruptly entered the scene. Since the introduction of AI and other digital solutions, this business sector has been on the cusp of an overpowering digital shift. Technology...
Noteworthy Enhancements We have added the ability for a user to add a note when renewing a policy. View Video Users can now re-order policy tags. View Video In agency location under Location Options, we have added an option to Default Auto Policy Terms to 6...
Suspense accounts feature commonly in accounting records in business sectors. They also feature in the insurance industry. These accounts provide temporary storage for transactions that require further investigation or clarification. Once the funds are classified,...
It is almost the end of another year, which means you and your sales agents are probably working towards closing out 2023 on a positive note. It is the best time to start planning for the year ahead, too. Before the festivities really ramp up, you should invest some...
The insurance industry has undergone several transformations over the past few years, and it’s not over yet. As digital technology and customer expectations evolve, more insurance agencies realize the need to invest in the right talent to stay competitive. In 2023,...
Running an insurance agency means building an undeniably strong book of business. The total of your underwritten insurance accounts is directly related to the success of your agency. And, at some point, you may want to consider integrating a new book of business. As...
The insurance industry is highly regulated, as it should be, and it plays a vital role in providing financial security to businesses and individuals. However, despite the regulations and laws, it is not uncommon for an insurance carrier to pull out of certain states...
You have probably heard it all by now. Promises of revolutionary tools and software that claim to make your life easier by automating your agency processes. Grand declarations that a specific management system is the last you will ever need to buy. You are probably...
The festive season distracts just about everyone. You will find it no different in your insurance agency. Your employees may become more stressed while struggling to focus on work-related tasks. However, all is not lost. With the following out-of-the-box approaches,...
The agency-carrier relationship is as important as the agency-customer relationship. They are mutually beneficial and must be improved and maintained to ensure your insurance agency's success. Aside from getting the technical aspects in order (licenses, contracts, and...
The ongoing evolution of the insurance industry means that the old way of doing things no longer works. Products have changed along with client preferences and expectations. You may also have noticed that your current customer base starkly contrasts with what it was...
Noteworthy Enhancements You can now create an icon on your mobile device for JenesisNow and experience JenesisNow as a mobile app rather than running it inside a browser. This will work on both Android and Apple devices. View Video We have added a dashboard...
There is no getting around it: reliable customer service is key if you want your agency to succeed in 2023 and beyond. This also means that most of your efforts must go toward encouraging positive customer interactions. There are still far too many horror stories of...
The process of annual insurance policy renewals starts with a simple but essential renewal reminder. If you run an insurance agency, you will know how important it is to balance reminding clients to renew their policies and not overwhelming them with reminders. It is,...
Customer retention lies at the core of any successful agency. Think about it this way: if you had to continuously gain new customers and convince them to buy your insurance products, your bottom line would soon suffer. On the other hand, existing customers who renew...
New technology often comes and goes, but some stay for decades. The humble SMS is an excellent example of this. Even with email, social media, and several chat apps gaining popularity today, SMS still play a vital role in everyday business, including marketing and...
There is no question that insurance is a complex industry. As an agency owner, you’ll know how intricate your customer portfolios are. The scenarios are endless for business, household, car, and even pet insurance. This means your product must cover just about any...
Before the COVID-19 pandemic, remote working was something people did when they were on business trips or ill. During the uncertain times brought about by COVID-19, working from home became the norm. Now that the pandemic is in the rearview mirror, the work-from-home...
In a market as competitive as insurance, agencies must be able to draw new customers. More crucially, they must also be able to retain clients. Without customer retention, your agency cannot build brand loyalty. You will also struggle to create a steady stream of...
In 2023, more than ever, selling insurance means using digital marketing techniques to stay ahead of the game and the competition. Digital insurance marketing strategies include two key components, namely geo-targeting and local SEO. For insurance agencies, Local SEO...
Increase the size of the Business Name field in Quote Control to 200 characters to match the Business Name field in the client profile. When you add an attachment to email from Jenesis you can now click the attachment to view it while composing the email. Updated...
Added the form Louisiana Personal Auto Application 2023 ACORD 090 LA (2023/10) (Replaces 2015/12) Added the form Idaho Personal Auto Application 2023 ACORD 090 ID (2023/09) (Replaces 2019/01) Increased fields widths on the search results screen. Added vehicle usage,...
Transportation (TNC) was added as a vehicle use option for personal auto policies. Installed GA4 and Heat Maps(currently in Dev) and created pages for recordings - Minor updates to the search on the Transfer Policy screen. Updated downloads to connect Acord...
An insurance agency that doesn’t stay competitive will experience growth challenges. One of the main drivers behind an agency’s competitiveness is the effective use of technology. AI, predictive analytics, IoT (Internet of Things), telematics, and chatbots all...
Significantly few insurance agencies in 2023 are still marketing their services without implementing SEO strategies. SEO content is instrumental in driving organic traffic to an agency’s website. From there, sales agents take over to turn visitors into qualified...
Many modern insurance agencies still bear the burden of administration. From client inquiries to maintaining policy documents and processing claims, the admin workload can become overwhelming. Fortunately, a simple solution has already started transforming how...
The business landscape, including insurance, no longer views communication the way it always has. With the help of the internet, most businesses and insurance agencies can now access versatile and affordable communication systems. One of the best technologies to come...
Insurance agencies rely on customer loyalty to thrive. In 2023, marketing automation is making a big difference in customer loyalty. By default, it is helping agencies grow to new heights. Automated marketing processes allow insurance companies to widen the customer...
After the unexpected obstacle that was the COVID-19 pandemic, there is another threat on the horizon in the insurance industry. The growing talent shortage makes it difficult for insurance agency owners to grow their brands. Even though the industry has fared...
Setting and achieving realistic goals is one of the key measures of success. Whether your agency wants to improve its daily operations or earn more revenue, the SMART concept can help you revolutionize your goals. SMART goals are ones that are Specific, Measurable,...
When you decide to buy something, you probably search for a company you know, right? Like most consumers, you want to buy from a business with an established reputation, is easily recognizable, and gets excellent reviews. The same goes for your insurance agency. For...
How visible is your agency online? Can potential customers find you easily by searching social media or Google? Or do you get more telephonic queries than website and Facebook visits? If you answered “yes” to these questions, you should increase your online visibility...
The most identifiable challenge in the insurance industry is its continuous evolution. This makes it hard to stay ahead of the curve and keep customers and carriers happy. From managing client data to ensuring compliance, the demands on your agency will only keep...
It’s not always easy for insurance agencies to stay compliant with industry regulations. Not only is there a barrage of rules to follow, but insurance regulations seem to evolve continuously. However, you won’t be able to plead ignorance if you don't stick to the...
Changed the buttons on adding a note and viewing a note to have a standard project color scheme. Reduced the suspense saved message from 5 seconds to .5 second. Realigned "add to note" from the note card. Removed the periods from the verbiage on the cards to...
A seamless claims experience with your agency is no longer a “nice to have” but a necessity. Your clients expect efficiency from your business, especially when they need to file a claim. The best way to cater to a client’s expectations is to help your agents embrace a...
If you’re not effectively monitoring your sales team’s performance, it’s time to start doing so. The better your agents perform, the more successful your agency will become. As such, tracking and enhancing your agents’ progress is critical to the future of your...
The art of listening is essential to a healthy relationship between an insurance agent and a client. The agents must listen to a client’s concerns and queries, as the client listens to the information provided by the agent. The agent-client relationship forms the...
A fundamental shift is taking place in the insurance sector. Agencies steadily continue to phase out the traditional way of communicating with clients. In its place is transformative communication driven by technology and changing consumer expectations. In plain...
Have you thought about who might take over your insurance agency when you decide to retire? Or maybe you want to start another business venture but don’t want to close your agency. If you’re starting to think in this direction, it’s time to implement succession...
JenesisNow Updates Added Person's relationship to Client Detail report. Relationships can be added or removed through filtering the Relationship options on the Client Detail report. When doing a new suspense, the person will now default to the first person in the...
Just because "everyone needs insurance" doesn’t mean you should sit back and wait for customers to come to you. While you’re waiting, your competitors have social media, TV, and radio campaigns running on different advertising channels, which means their business...
We’re past the halfway mark of 2023, and with the advent of AI and other incredible technologies, customer expectations in all industries continue to evolve rapidly. As an insurance agency, you may have noticed that your customers no longer want to engage with stacks...
Consultative, or needs-based, selling focuses on building positive customer relationships by providing a product that solves their problems. This sales approach relies on four simple principles based on psychology: Ask questions Listen to the answers Provide a...
The insurance world can't work if agencies and brokers do not have a trusted and collaborative relationship with insurance carriers and underwriters. You may have encountered issues in your agency with carriers or underwriters due to a lack of communication or simply...
Let’s face it, selling insurance is not easy. An insurance policy is not a tangible, instantly gratifying product. For instance, it takes many years for a retirement annuity to pay out. Or a customer may pay for vehicle insurance and never (hopefully) need to claim....
As an insurance agency, you can only sell a product to someone when you know their insurance requirements. The same goes for your community. You can only serve the members of your community if you know what they need. If you’re not already doing it, you should start...
As technology revolutionizes most business sectors, some insurance agencies prefer to rely on offline marketing strategies. Not evolving with technology is a disadvantage because online audiences and their insurance requirements keep growing exponentially. If your...
JenesisNow Added a "Close" button to the Acord Forms page so that the user doesn't need to scroll back to the top. Added Client's Producer as a field for the Client Detail and Client Profiles reports. Added user signature (if created) to FS-1 and DL123 forms on...
For insurance agency owners, the concept of insurance policies is easy to understand. They know their products like the back of their hands and can recommend insurance solutions without much effort. It’s not so easy for customers with insurance needs but no real...
Finding success with your insurance agency relies on more than just initial client interactions. While securing a customer’s interest is vital, the follow-up often makes all the difference. Keep reading to discover how something as simple as a follow-up call can help...