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Investing in Talent – How To Do It Right

Investing in Talent – How To Do It Right

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,...

7 Reasons To Avoid JenesisNow

7 Reasons To Avoid JenesisNow

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...

September 2023 Product Updates

September 2023 Product Updates

  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...

July 2023 Product Updates

July 2023 Product Updates

  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...

June Product Updates

June Product Updates

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...

Tracking Your Insurance Agency’s Performance

Tracking Your Insurance Agency’s Performance

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...

Cashing In on Renewals

Cashing In on Renewals

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...

How To Know When It’s Time to Hire More Staff

How To Know When It’s Time to Hire More Staff

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...

Relationship Marketing in the Insurance Industry

Relationship Marketing in the Insurance Industry

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....

Will AI Replace the Independent Insurance Agency?

Will AI Replace the Independent Insurance Agency?

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...

7 Ways to Combat Rate Increases

7 Ways to Combat Rate Increases

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...

Insurance Agent Tools – Setting Your Team Up for Success

Insurance Agent Tools – Setting Your Team Up for Success

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...

Start the New Year Off Right

Start the New Year Off Right

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...

JenesisNow September Updates

JenesisNow September Updates

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...

How to Maximize Your Renewals

How to Maximize Your Renewals

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...