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...
General
Strategies to Boost Your Insurance Agency’s Online Visibility
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...
How Our Insurance Agency Management Systems Can Reduce Your Workload
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...
How Insurance Agency Management Systems Can Help Simplify Regulatory Compliance
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...
A Seamless Claims Experience: 5 Ways Insurance Agents Can Integrate Multi-Channel Support
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...
Employee Performance Tracking: How Our Insurance Agency Management System Supports Staff Development
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: How Insurance Agents Can Understand and Educate Their Clients Better
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...
The Future of Client Communication in Insurance: Navigating the Digital Transformation
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...
Insurance Agency Succession Planning: Ensuring Long-Term Sustainability
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...
August 2023 Product Updates
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...
Leveraging Online Advertising Channels for Insurance Agency Promotion
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...
Managing Client Expectations: Delivering Exceptional Customer Service in Insurance
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...
The Power of Consultative Selling in the Insurance Industry
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...
Building and Managing Relationships with Insurance Carriers and Underwriters
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...
Developing a Sales Culture: Tips for Successful Insurance Agency Selling
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....
Insurance Agency Community Involvement: Giving Back and Building Trust
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...
Utilizing Social Media Marketing for Insurance Agency Brand Building
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...
The Role of Customer Education in Selling Insurance Policies
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...
The Importance of Follow-Up in Insurance Sales
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...
Creating Engaging Content for Your Insurance Agency Website
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...
Why Insurance Agencies Should Consider a Website Redesign
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...
Building and Maintaining Client Trust in Your Insurance Agency
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...
7 Effective Strategies for Growing Your Insurance Agency
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...
Improving Sales Tracking with Insurance Agency Management Systems
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...
The Impact of Agency Management Systems on Staff Productivity
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...
8 Psychological Selling Hacks Every Agent Should Master
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...
Creating a Culture of Collaboration Within Your Insurance Agency
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 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...
How to Set Realistic Sales Goals (and Put a Plan In Place To Crush Them)
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...
How to Handle Negative Google Reviews
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...
4 Tips For Handling Uncomfortable Conversations
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...
Increase Your Website’s Authority with Google E-A-T
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...
Local Citations — How Can Your Insurance Agency Generate Them?
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...
Using Technology to Enhance Your Insurance Sales Process
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...
Maximizing Conversions: Best Practices for Landing Pages on Your Insurance Agency Website
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...
How to Differentiate Your Insurance Agency in a Competitive Market
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...
The Benefits of Local SEO for Insurance Agencies: Tips for Success
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...
The Benefits of Cloud-Based Insurance Agency Management Systems
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...
6 Ways Insurance Agencies Can Streamline Their Operations With the Help of Management Systems
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...
The Power of Referrals: How to Encourage Your Clients to Recommend Your Insurance Agency
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...
The Role of Leadership in Creating a Successful Insurance Agency Team
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...
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...
Reasons Your Insurance Agency Should Stop Accepting Cash
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...
Choosing an Insurance Agency Management System? Avoid These Pitfalls.
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...
Balancing Sales and Service: 5 Tips to Avoid Burnout
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...
Insurance Agent Portal Software: Empower Your Customers and Reduce Your Workload
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...
Insurance Agency Automation: How To Get Started
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...
How to Become a Digital Insurance Agency without Losing That Personal Touch
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,...
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...
Will Insurance Agents Become Obsolete? We Don’t Think So. Here’s Why
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....
How To Map Out Your Insurance Agency’s Customer Journey
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...
Employees or Independent Contractors – Which Is Right for Your Insurance Agency?
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...
Insurance Agency Handbook – Why You Need One
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...
10 Ways to Refresh Your Website in 2023
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...
Why Insurance Agents Quit (And What You Can Do to Prevent It)
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...
Quarterly Marketing Calendar – Social Media and Email Marketing Ideas for Your Insurance Agency
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...
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...
Often Overlooked Insurance Agency Management System Features
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...
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...
Improving Productivity – Getting The Most Out of Your Day
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...
Insurance Moves Fast! Learn To Embrace Change
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...
Insurance Agency Metrics – What Should You Be Tracking?
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...
Common Insurance Agency Growing Pains (And How to Avoid Them)
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...
Insurance in the Metaverse: Virtual Assets, Real Risks
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...
Cyber Liability Insurance – An Easy Way to Round Out Accounts
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...
MUM’s The Word – What Your Agency Should Know About Google’s Multitask Unified Model
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...
A Recap of Google’s May 2022 Core Update
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...
6 Ways Your Insurance Agency Can Leverage AI
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...
How Many Touchpoints Is Enough?
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...
Google Analytics 4 – Is Your Agency Ready?
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...
Insurance Agency Branding Basics
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...
The Importance of Balancing Your Book of Business
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...
6 Ways Your Agency Can Thrive Despite Rising Inflation
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...
Role Playing to Increase Your Insurance Agency’s Sales
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...
Effectively Manage Claims
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...
4 Ways Your Agency Can Target Seasonal Businesses
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....
April Showers Bring May…Floods? 8 Ways to Sell More Flood Insurance
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...
How to Leverage Videos
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...
How to Decide on a Marketing Budget
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...
April Product Updates
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...
A Guide to Leveraging LinkedIn
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...
Agency Website Migration Mistakes to Avoid
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...
When’s the Right Time to Sell Your Insurance Agency?
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...
13 Ways Our Insurance Agency Management System Will Save You Time
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...
How to Write Job Descriptions That Attract the Right Candidates
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...
The Perfect Insurance Agency Tech Stack
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....
How to Ask for Feedback – From Your Team and Your Clients
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...
7 Ways to Build Customer Loyalty
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...
March Product Update
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...
Stories Sell – How to Sell Insurance Using Stories
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...
Hiring Insurance Agents to Grow Your Agency
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...
Our Favorite Insurance Agency Management System Features
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...
Building Your Referral Network
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...
What to Do If a Client Cancels
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...
Master the Onboarding Process
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...
6 Ways to Generate More Reviews
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...
6 Ways to Show Your Clients Some Love This Valentine’s Day
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...
February Product Updates
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...
Jenesis Spotlight with Deirdre Rushin
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...
Email Marketing for Insurance Agents: How to Get Started
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...