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. Local SEO means creating an online...
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...
Your insurance agency probably has a website, right? One where a potential client can find new insurance products or chat with a sales agent via a chatbot. After all, an efficient insurance agency website is one of the most powerful tools an insurance agency can use...
A notable online presence is crucial for businesses across all sectors, including the ever-evolving insurance industry. Insurance agencies, in particular, should take advantage of all the social media platforms available and have a well-designed and user-friendly...
Trust matters in any relationship and is a deciding factor for clients when choosing an insurance provider. To build a lasting relationship with your clients, you must establish an unwavering foundation of trust in your insurance agency. Doing this will give you a...
Growing an insurance agency in a positive economic climate is a challenge. Doing so in a tough economy is can seem like an impossible task unless you have foolproof strategies to rely on. These strategies include faultless planning, adaptability, and effective...
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...
JenesisNow Added a CSV and Print option for Suspense List. Updated Invoices to allow editing of invoice line items. The Policy Version list will now more accurately reflect how a change was made - by the user or by the system.. We have improved the way receipts look...
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...
Agents must master the art of persuasion if they want to reach and exceed their targets and excel in the insurance industry. Psychological selling isn’t about tricking customers into buying products they don’t need. It is about understanding the reason behind consumer...
The insurance industry will always need new and innovative ideas and processes to keep up with its competitors. Creating a culture of collaboration in your agency will allow your sales agents to drive creative brainstorming sessions and find solutions to ongoing...
Tracking the performance of your insurance agency is crucial for assessing growth and identifying ideas for improvement. It also allows you to make informed decisions to keep your business successful. The best way to track performance is to use key performance...
Sales are essential to the success of your insurance agency. Whether you have a small startup or a well-established agency, having realistic sales goals helps your agents stay focused, motivated, and on track to meet their objectives. The following step-by-step...
Google reviews are one of the best ways for potential clients to check out an insurance agency. 58% of consumers are willing to spend more money or even travel long distances to buy from companies with predominantly good reviews. Moreover, 93% of consumers search for...
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...
Your insurance agency website’s success largely depends on its ranking on search engine results pages and the strength of its backlinks. Weakness in these areas means low rankings and decreased visibility. Website authority can be improved using several methods, the...
A local citation is a mention of your insurance agency online. Local business citations include information about your agency’s location and contact details. They form part of Google’s algorithm and serve to prove that your agency is credible and has a good...
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...
Landing pages on your insurance agency's website play a crucial role in the success of your marketing efforts. They’re one of the most powerful tools to maximize conversions. An artfully designed and correctly implemented landing page can help your sales agents...
The insurance market is more competitive than ever. In 2023, insurance agencies are trying to outdo others by offering low prices and incentives. So, if you own an insurance agency, how do you differentiate your business in a highly competitive environment? The answer...
Implementing a robust local SEO strategy is something that all insurance agencies should consider. If your agency is not using local SEO to drive local searches to your website in 2023, it’s time to rethink your marketing strategy. Local searches account for nearly...
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...
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...
Detailed marketing and advertising strategies go a long way toward attracting clients. However, nothing beats good old-fashioned customer referrals. While most customers only make one referral, 34% make up to 10 referrals. If you know how to encourage your clients to...
Leadership forms the core of a successful business. Leaders are in charge of inspiring employees and maintaining morale. They solve problems and get results. Without effective leadership, a company would be directionless and without vision. Poor leadership leads to a...
Making more money with renewals depends on your customer relationships. If you build long-lasting relationships, you will discover that renewals are an invaluable source of income. This is why it’s imperative that you don’t miss renewals as they come up. One of the...
While some insurance agencies still accept cash payments, yours shouldn’t. Not only do cash payments pose a risk to your business, but you can lose money by continuing to receive cash. Here are some of the most important reasons your insurance agency should stop...
Every insurance agency wants to make more sales, generate more profit, and eventually expand operations. But the responsibilities grow as you get more clients. It is not just about selling insurance anymore. There are many other essential roles to fill, such as...
A high retention rate correlates with high profits. If your policyholders stay loyal to your agency, you can generate revenue through renewals and referrals. Unfortunately, there is a lot of competition in the insurance industry. Customers are constantly bombarded...
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...
Building a relationship with the customer is vital in an industry or business that offers intangible services, like insurance. How you treat your customers and how they feel towards working with you impacts retention rate, lead generation, and profit in the long run....
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...
Job burnout is a real issue that has a huge impact on individuals and companies. In highly competitive environments like the insurance industry, it is particularly important for agency owners and managers to know the signs. Preventing burnout is key to maintaining a...
As technology advances, it’s common to wonder whether AI will replace independent insurance agents. Maybe you are worried about the future of your career or maybe your clients want to know if you will always be around to help them. AI Will NOT Replace Independent...
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...
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...
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...
Automating aspects of your insurance agency can be an excellent strategy to save time and improve efficiency. Your agents and other team members won’t have to spend as much time on repetitive tasks, freeing up agents to deliver better client service, whether that...
It makes sense for insurance agencies to embrace technology, as you can use it to enhance your productivity, customer satisfaction, and nearly every other aspect of your agency. But you must use digital tools carefully. You don’t want to lose that consultative,...
No one likes it when insurance rates increase. Your clients are worried about how the higher rates will fit into their budgets. Meanwhile, you are concerned that they will look for another insurance agency that offers lower rates. But with the right strategies, you...
Ensuring that your insurance agents have access to the tools they need is one of the best ways to set them up for success. But what types of tools do they need? And why does it matter? Why Having the Right Tools Matters Before getting into the tools that your...
With the rise of InsurTech (insurance technology) companies, many people have started to wonder if insurance agents will become obsolete. We don’t think this is a concern, as insurance agents have plenty to offer that you can’t get from direct carriers or InsurTech....
Every insurance agency needs to understand its clients to attract and retain them. Part of understanding clients means taking the time to map out the customer journey. Refresh your memory on why the customer journey is so important for your insurance agency, and then...
When hiring insurance agents for your agency, you will have to decide whether to set them up as employees or independent contractors. Whatever setup you choose will affect how you pay them, the tax forms to fill out, and the benefits and other resources you must...
Every insurance agency should have an employee handbook, which will clarify matters for both you and your employees. Take a closer look at some of the most important reasons to create a handbook for your insurance agency. It Outlines Responsibilities and Expectations...
A County field has been added to addresses. DOT number and MC number have been added as fields to commercial auto policy vehicles. Producers on policies can now only be changed by Admin-type users (they can still be set for the first time by any user). Added the...
Take advantage of the new year to refresh your website. No matter how long it’s been since you last updated your website, it’s worth taking a closer look at it. This way, you can make sure it is still aesthetically pleasing and has up-to-date information. Start by...
Managing insurance agents is just one of many challenges you face when running an insurance agency, but it is crucial. After all, your insurance agents are responsible for selling your policies and are the people your clients most closely interact with. As such, you...
Coming up with content for your insurance agency’s marketing calendar can sometimes be a challenge. Brainstorming is easy at first, but you start to run out of ideas at some point. But you don’t want to neglect social media or emails, as they are important...
With the new year approaching, now is the time to make sure your insurance agency is organized and ready to handle what 2023 throws your way. With the right preparation, you can start the new year off right and set yourself up for success. You don’t have to follow all...
For Memorized Reports, Date Ranges now save as actual Date Ranges instead of "hard-coded" dates. To save actual dates instead of something like "Last Month," just leave the Date Range dropdown set to the "(Custom)" value. Added Concrete (Solid) as an option for...
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...
Renewals are a crucial part of running an insurance agency. After all, retaining an existing client is more cost-effective than attracting a new one. You likely already have some ideas of how to boost renewals, but there is always room for improvement. Keep the...
Any company is always in search of ways to improve productivity. While it’s easy to find general advice for boosting productivity, not every method you find online will apply to an insurance agency. While some general tips will be helpful, you will get the best...