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...
Your insurance agency’s website is the first source of impression that many people will have of your insurance agency, so you want to make it stand out. At the same time, you don’t want it to be overwhelming. Follow these tips to make your website stand out. Follow...
Some industries change more quickly than others, and insurance is one of them. This means that successful insurance agencies are those that embrace change. Take a closer look at some of the ways that you can embrace change and help your agency continue to adapt to the...
JenesisClassic Jenesis will now make a note when changing a policy status to quoted, quote pending, and quote declined. We updated Acord 140 to prefill Subject of Insurance, % Sprink, Central Station Checkbox. Can now delete signature in user setup. Both the first and...
Running an insurance agency is complicated, and you should track crucial metrics to ensure that you meet your goals. The only issue is that there are dozens, if not hundreds, of metrics you could theoretically track. So, which ones are the most important? We’ve...
Creating a winning insurance agency culture puts you well on your path to success. Successful leadership will inspire your team, helping them deliver excellent service and make sales. That’s not the only way that your agency culture affects clients. Your insurance...
There are two main leadership approaches for any insurance agency - micromanaging and empowering. As a rule of thumb, it is almost always better to empower your team members instead of micromanaging them. But what does empowerment mean, and how do you implement this...
When running an insurance agency, you are always in search of ways to save time and money without sacrificing the quality of service you offer clients. One excellent tool for doing this is the client portal from Jenesis. What Is the Client Portal? The Jenesis client...
Customer loyalty is a crucial part of any insurance agency, and part of that loyalty will come from engagement. But it can be overwhelming to figure out how to keep your customers engaged. Understanding How to Boost Client Loyalty Before getting into how you can keep...
Most insurance agencies hope to expand their operations, but this will come with some growing pains. While there will be struggles as you grow, each of those will also present an opportunity to improve your agency and your revenue streams. Learn some of the most...
To build client loyalty in your insurance agency, you want to have a customer-first approach and prioritize the needs of your clients. But how do you do this? Take a closer look at what a customer-first strategy is and how to create one by anticipating your clients’...
JenesisNow Improved a better date of birth calendar to make it easier to enter a date of birth. We have added all policy types to the Acord 75 policy selection. We have added a Descriptions field to All Medicare Policies, All Life Policies, and All Health Policies....
For your insurance agency to grow, you must constantly look toward the future. One of the ways to do so is by thinking about what types of insurance products to offer. A perfect example of something that is essentially non-existent but will be incredibly widespread is...
Every insurance agency should always look for ways to deliver a better client experience and boost sales. You can do both by offering cyber liability insurance on top of what you currently offer your business clients. This is one of the newer types of insurance, but...
Your insurance agency likely has numerous components in its marketing strategy. But no matter what the rest of your strategy looks like, Google’s algorithms play a crucial role in your digital marketing. As such, you need to keep up to date on all the changes Google...
Your insurance agency needs to stay on top of all the various Google updates. After all, Google’s search engines are a crucial part of your digital marketing strategies, especially SEO. Because of the importance of Google for your marketing, it’s smart to take a few...
JenesisNow The login page has been adjusted to be more responsive to various screens with info at the top. Your 2FA method will now be remembered from your last log-in. One less click to get you where you are going! Custom Payment Types and Fees can now be manually...
Every insurance agency constantly strives to deliver a good client experience and improve efficiency. The right AI tools can help you do both at the same time. Chatbots, in particular, are among the most useful tools that your insurance agency can leverage. Take a...
When prospecting new clients for your insurance agency, touchpoints play an important role. There is no solid rule on how many touchpoints are enough, but there are some good guidelines to follow. What Are Touchpoints? As a refresher, a touchpoint refers to the...
Growing your insurance agency’s online presence requires collecting and analyzing data about your traffic. Do you know how people get to your website? What do site visitors do when they get to your website? Are prospects getting to your service pages? Not looking into...
A key part of marketing your insurance agency is creating a brand. Branding helps you overcome the fact that shopping for insurance isn’t necessarily fun; it’s a necessity. Your clients aren’t coming to you because buying insurance is exciting. They’re there because...
Whether you are currently using JenesisClassic or another insurance agency management system, it is time to make the switch to JenesisNow. This is the most feature-filled and efficient, as well as the newest, management system from Jenesis. Created by insurance...
As you market your insurance agency, don’t forget to include reputation management strategies. Reputation management is crucial for any company, but it is especially important for insurance agencies, as your clients need to trust you. Discover more about reputation...
As an insurance agency, you almost certainly have a book of business. Even if you haven’t heard the term book of business, you most likely have one. This is simply the list of clients that you maintain. You probably have your insurance agency management software...
Before getting into the details of how you can thrive despite inflation, make sure you understand why it is such a concern. Overall inflation across all sectors means that the items for which you offer insurance will cost more. With autos and homes having higher...
JenesisNow Product Updates Now when you change the drivers license # or state for a client it will update the driver on the business auto policy. Also, if you update the driver on the business auto policy it will update the person on the client. Lienholders now...
To maximize your insurance agency’s sales, you need to ensure that your team has sufficient training. One of the best ways to prepare your agents for various scenarios is to engage in role playing. This will let them practice some of the most common scenarios. It will...
One of your key roles as an insurance agency is managing claims. You need to do so efficiently and effectively. Not only does this ensure client satisfaction, but it is also essential to running your agency smoothly. The following tips should help you manage claims...
You know your insurance agency should always be in search of new clients, but you may be overlooking a crucial segment. If you sell any type of business insurance or insurance that could be applicable to businesses, you should be targeting seasonal businesses....
If your insurance agency offers flood insurance, this is the perfect time of the year to work to sell more of it. Doing so will help your bottom line and protect your clients from the financial impact of flood damage. We’ve gathered some of the best ways to sell more...
If your insurance agency hasn’t already gone paperless, you need to start working on the transition. Going paperless is much more than just an environmental concern. It also provides plenty of benefits for your agency, employees, and clients. You Help the Planet The...
Advertising your insurance agency comes in many forms, including engaging with your community. Spring comes with plenty of great opportunities to do just that, some of which are unique to the season and others that work all year round. Remember that engaging with the...
If your insurance agency is not already leveraging videos in your insurance agency’s marketing, then you are missing out. Videos are a great way to boost engagement with clients and potential clients and to share information. Take a closer look at some of the ways...
Marketing is a crucial part of running your insurance agency. You need to recruit new clients and retain your current ones. But how do you know how much to budget for your marketing efforts? It can be challenging, especially as you have to consider every part of your...
JenesisClassic Bridging to any carrier from Stored Quotes in Quote Control now opens in the default browser which for our hosted users will be Chrome. We have added Other Ins as an option to the Principle/Occasional drop down options on the Drivers form. Now, only a...
Between networking opportunities and prospecting, there are plenty of ways for insurance agencies to leverage LinkedIn. The following guide will help you get the most from your LinkedIn marketing and networking. Optimize Your Profile Before you do anything else on...
At some point, your insurance agency may need to migrate your website. As with the initial process of building your website, there are numerous potential issues to be aware of. By familiarizing yourself with these potential website migration mistakes, you will be...
Just because you went through the hard work of starting an independent insurance agency, that doesn’t mean you want to keep it forever. At some point, you may want to sell it. Maybe you want to move on to another phase of your life or you have another reason. Every...
When choosing an insurance agency management system, one of your primary goals is to save time. This, along with staying organized, are the main reasons that you need a system in the first place. With Jenesis, you get a long list of features specifically designed to...
To provide the best service to your clients, your insurance agency needs to have a solid team with the right employees. The process of finding the right people for your insurance agency’s team starts with your job posting. Job descriptions are an especially important...
As technology has advanced over the years, so has its ability to make your insurance agency run more smoothly. From tools to craft your insurance agency’s website to software to streamline everyday tasks, having a tech stack is now crucial for any insurance agency....
Getting feedback is crucial for any business – especially insurance agencies. There are likely areas for improvement that you are not aware of, and you can’t correct them if you don’t know what the problem is. When looking for feedback, be sure to get it from both...
Loyal customers are crucial to your insurance agency. After all, you will typically spend fewer resources and less time getting an existing client to renew their policies with you than attracting a new client. Given the urge clients have to comparison shop as a way of...
JenesisNow A field for Certificate Holder Description has been added when generating Acord 25. We have added the ability to text receipts. We have added the ability to use dynamic data fields in user email templates. When entering zip code for mortgagee information in...
Over the years, you have likely come across various strategies to sell insurance. Out of all of those, most insurance agencies develop a set of strategies that they rely on daily. If you don’t already have storytelling on your list, now is time to add it. Stories Work...
Part of running a successful insurance agency is having the right people on your team. Just like you need to know when to fire an agent, you need to know the best strategies to hire insurance agents. This lets you expand your agency as your community’s demand for your...
We recently asked our team to tell us which Jenesis features were their favorites. Take a look at what they had to say and learn a bit more about the features that make our software unique in the process. Access From Any Device Derek Honeycutt is our Product...
Part of running a successful insurance agency is building a strong referral network. This should consist of both happy clients as well as others in related industries. For example, you will likely want to have mortgage brokers, realtors, and more in your referral...
It is something that every insurance agency has to deal with - some clients will decide to move on and cancel their policies at some point. Learning what to do when a client cancels can sometimes help you change their mind and prevent the cancellation. At the very...
You want to make your client experience as seamless as possible right from the start. By offering a smooth onboarding process, you will be on your way to improving your insurance agency’s retention rates. Of course, mastering the onboarding process will also ensure...
Every insurance agency needs to focus on growing its client list. Part of this involves maintaining a strong online reputation. Reviews play a key role in this. Most people will read reviews before signing up for any service or making a major purchase. This is...
Valentine’s Day offers the perfect opportunity to show your clients how much you appreciate them. You can take advantage of this special day just like you would any other holiday. Remember that holidays offer an opportunity to reach out to your clients naturally. This...
JenesisClassic The Active policy reports by company and by broker for both Personal and Commercial lines have been altered to reflect the company name rather than the parent company. The following Acord forms have been updated: ACORD 80 NV (2022/01) Nevada...
Recently, Lisa Price with Jenesis Software had the opportunity to sit down with Deirdre Rushin, a rising star in the insurance field, and we couldn’t wait to share the experience with you! Deirdre spent the first portion of her career as a social worker. For over 25...
Running an insurance agency can be daunting, especially when you consider all of the marketing that you have to do in addition to meeting with clients and maintaining your industry knowledge. The following tips will help you figure out how to start and maintain your...
Insurance agencies typically operate on a combination of salaries and commissions. Anyone who owns an insurance agency has to thoroughly understand the various commission structures so they can figure out which one is appropriate for their agency. Those still working...
Part of running an independent insurance agency is constantly marketing to grow your client base. That continual growth requires you to stay up to date with the latest marketing strategies and tips. Optimize Your Website Start by optimizing your website. Make sure...
Gone are the days when social media was only used for posting pictures of what you had for lunch. Now any insurance agency that doesn’t use it as part of its marketing strategy is missing out on a significant opportunity. You can use social media to connect with...