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...
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...
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....
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...
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...
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...
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...
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...
It’s no secret that the insurance industry is highly competitive. Agencies operate in physical and virtual spaces, fighting to land the same clients. Identifying your unique selling proposition (USP) can help your agency stand out in the saturated marketplace. Your...
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...
Does it seem like your bills get higher and higher each year that you run your insurance agency? You can’t make much of a profit if your overhead costs are too high, so it’s time to make a change. Updating your insurance agency’s methods and practices can help you...
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...
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...
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...
Your insurance agents devote lots of time to recruiting and warming leads. Then, once they sign someone to a new policy, they likely go back to the drawing board, looking for new leads. While lead generation is a critical component of running a successful insurance...
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...
A powerful insurance agency website can help you gather leads and convert them into clients. Unfortunately, when it comes to following best practices, many insurance agency websites fall short. Here are six things that your insurance agency’s website should have in...
With projected job growth of 5 percent through 2029, insurance agents are in high demand. Agencies around the country compete to recruit and hire the best talent, so they can get a leg up in the industry. You can gain a competitive edge by incorporating some insurance...
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