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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 ******