General

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....

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...

Is Your Insurance Agency Maximizing Each Revenue Stream?

Is Your Insurance Agency Maximizing Each Revenue Stream?

When it comes to insurance, everything seems pretty straightforward. Agencies like yours sell policies of various types to both individuals and businesses. So, that makes it appear as though the premiums paid by policyholders are your only revenue stream. Right? Well,...

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...

8 Ways You Can Love Your Community Well

8 Ways You Can Love Your Community Well

As an insurance agent, the best way you can love and support your community is by providing quality coverage and well-rounded accounts. The more people you insure, the more people you will protect. Community engagement can help you reach your goal of protecting more...

Insurance Niche Marketing 101

Insurance Niche Marketing 101

Is your independent insurance agency known as a jack of all trades - selling a variety of insurance policies without having any real specialty? Instead of continuing to spread yourself thin, grow your book of business and improve your service by focusing on a niche....

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...

Insurance Agency Marketing Strategies That Actually Work

Insurance Agency Marketing Strategies That Actually Work

At one time, successful insurance agency marketing strategies consisted of print ads, TV spots, and colorful mailers. Today, relationship building is the foundation of a successful marketing strategy. Digital advertising allows insurance agencies to reach their target...

10 Ways to Grow Your Insurance Agency Using Digital Marketing

10 Ways to Grow Your Insurance Agency Using Digital Marketing

#1 Optimize Your Chamber of Commerce Listing

Does your chamber of commerce have a business directory? Have you checked to make sure your contact information is correct and there’s a link to your website? Is there additional information you can add? These type listings can really help your local SEO. Make sure they’re correct and have as much information as possible.

Five Ways To Improve Customer Service

Five Ways To Improve Customer Service

Retention and referrals are the two best indicators of the kind of service you are providing your customers. If you do not track your retention, you’ll have no clue where you stand on keeping customers

Sales: Excerpt from “The Perfect Insurance Agency”

Sales: Excerpt from “The Perfect Insurance Agency”

“What we dwell on is who we become.”
—Oprah Winfrey

Many insurance agency owners started out as insurance agents working for an agency. That’s exactly how I started. When they decided to open their own agency and become an entrepreneur, they think …

Marketing: Excerpt from “The Perfect Insurance Agency”

Marketing: Excerpt from “The Perfect Insurance Agency”

“The cost of being wrong is less than the cost of doing nothing.” —Seth Godin What is marketing? Marketing and Sales are often considered the same thing. However, marketing is the process of promoting your product or service and generating leads. Sales take over after...

Leadership: Delegation, Coaching, and Mentoring

Leadership: Delegation, Coaching, and Mentoring

Everyone is a leader. Regardless of your role in a company or in a family, you have leadership responsibilities. Good leaders are always coaching, cultivating and building leaders out of everyone on the team. It is very important to communicate your mission and...

Can You Pass The “One-Month-Off” Test?

Can You Pass The “One-Month-Off” Test?

Can you pass the “one-month-off” test? One thing we're going to try to accomplish as we think about your future is the “one-month-off” test. If you can take one month off of work, and your business continues to run well, then you have successfully created a...

Track Marketing Dollars with Call Tracking

Track Marketing Dollars with Call Tracking

What is Call Tracking? Call tracking helps track the ROI of your marketing dollars by letting you know which of your marketing efforts are generating leads from phone calls. A good example is calls coming from a website. It’s easy to track form submissions from a...

How Insurance Agents can Win Friends & Influence People

How Insurance Agents can Win Friends & Influence People

How to get the most out of this, or any book Read each chapter twice before going on to the next chapter. As you read, stop frequently to ask yourself how you can apply each suggestion. Underscore each important idea. Why am I writing this blog To teach is to learn...

Sharpening Your Saw

Sharpening Your Saw

Sharpening your Saw - A Habit of Highly Successful People Recently myself and each of my teammates were asked to read a chapter in the the renowned book, 7 Habits of Highly Successful People. My chapter was Sharpening the Saw. It was about how our mental, physical,...

The 7 Habits of Highly Effective Insurance Agents

The 7 Habits of Highly Effective Insurance Agents

The 7 Habits of Highly Effective People, by Stephen R. Covey, can apply to the work we do in the insurance business and also here at Jenesis. As you read this summary, you may not learn a single new concept. However, please don't be too quick to dismiss a concept just...

The SEO Checklist for Insurance Agencies

The SEO Checklist for Insurance Agencies

There is a lot that goes into optimizing your website for search engines. If you would like an SEO Checklist for Insurance Agencies, I hope this is helpful. Here are a few easy to understand and verify tips that improve SEO and help your website rank well. The tips...

Habit 1: Be Proactive by Jill Hasty

Habit 1: Be Proactive by Jill Hasty

I was given an assignment for work to read a chapter from the book "The 7 Habits of Highly Effective People" and reflect on my chosen chapter via writing a blog. I chose habit 1, Be Proactive. So, here I am writing this blog the day before it's due. How is that for...

Be Proactive by Jenna Price

Be Proactive by Jenna Price

Being in a sales role for an insurance software company, some days are very draining. People can be rude and let's face it, I am tenderhearted. We all know that most of the time you can't choose your circumstances, but you always have the power of choosing the way you...

Why Agencies Should Use a Hosted Agency Management System

Why Agencies Should Use a Hosted Agency Management System

If you are an independent insurance agent, you are probably familiar with the term Agency Management System or CRM. Today, most agencies are using a management system to help manage their day to day activity within the office, but there are some of you who have yet to...

Why Visits are So Important for Agency Sales & Marketing

Why Visits are So Important for Agency Sales & Marketing

As a sales and marketing representative for a software company that markets to independent insurance agencies, it's easy for me to know who I should be visiting (insurance agents) and why that's so important (build rapport with current customers and introduce my...

Why I Love Trade Shows and Why You Should Too

Why I Love Trade Shows and Why You Should Too

As an Independent Insurance Agent, I am almost positive you have heard the term "Trade Show" or "Convention". This is referring to a large gathering of Insurance Companies, Agency Management Systems, Brokers, and Independent Insurance Agents all looking to gain more...

Is blogging really that important for growing an Insurance Agency?

Is blogging really that important for growing an Insurance Agency?

When I was first assigned the task to write one blog by next Friday, my first reaction was “Why?!”. I’ve never even considered blogging and was really unsure how to approach it at all.  After days of brainstorming for a topic, it hit me. I’m going to write about the...

What You Should Do for Your Best Customers

What You Should Do for Your Best Customers

Your Best Insurance Customers may deserve the red carpet treatment so it may be time to come up with a plan. This is important because good customers are the ones you want to stay with you and they know other good potential customers.   How do you identify who...

Success in Your Insurance Agency:  Hiring the Best People

Success in Your Insurance Agency: Hiring the Best People

Hiring the best people is the goal in any business. We cannot always prevent a bad hire, but we can take steps to minimize it.  I am not perfect at hiring and have had my share of success stories and lessons learned.  I want to share with you what we do at Jenesis...

Independent Insurance Agents have Choices

Independent Insurance Agents have Choices

Added a button on the Quote Control screen called Company Suggestions. Also added this button on the Quote Grid screen. When you click this button, it will open a form that will list the companies you represent that will write the type of risk you have entered into...

Why should I upgrade from Windows XP?

Why should I upgrade from Windows XP?

The Importance of Upgrading From Windows XP by Adam Tessener If you’re still using Windows XP in your agency you are placing both your security and functionality at risk. Windows XP was a good operating system. In fact it was a GREAT operating system. It is, however,...

The Secrets to Improving My Customer Service Skills

The Secrets to Improving My Customer Service Skills

In Jenesis Software’s efforts to offer the highest quality support for customers, I embarked on a research mission.  When most business publications talk about customer service skills, things like "being a people person" tended to take the spotlight.  I am a people...

The Five Ways People Change

The Five Ways People Change

Last week in our meeting with Harvey Smith - www.carolinabusinesscoach.com, he reminded us of the five ways that people can change. Lisa Price and I thought they were helpful for us, and I wanted to share them with everyone. 1. What you pay attention to grows. If you...

Dorothy, We Aren’t In Kansas Anymore

Dorothy, We Aren’t In Kansas Anymore

Without change, there can be no progress right? And in order to keep up with all those go-getters and overachievers out there, you must “seek out new worlds and new civilizations and boldly go where no man has gone.” Right? All these things require knowledge. That...

Upgrade My System or Completely Replace It?

Upgrade My System or Completely Replace It?

I have been working with computers for a long time. When I started, programs were printed on punch cards and then fed into the computer. And the computer was the size of my living room. We've come a long way since then. Now, we can hold a computer in the palm of our...

er·go·nom·ics

er·go·nom·ics

er·go·nom·ics noun plural but singular or plural in construction \er-go-na-miks\ : a science that deals with designing and arranging things so that people can use them easily and safely. In the year 2000 I took my first office job. For 13 years I sat at a desk in a...

My Fav Mobile Apps – Part 1

My Fav Mobile Apps – Part 1

So, things sure have changed over the last few years. When I started creating Jenesis around 1995, I didn’t even have the internet yet and no cell phone. Those two things have changed everything. I love technology and always have. I love and am amazed by what "people"...

Focus is Doing, Not Deciding

So, if I can stay focused long enough to write this blog and you can stay focused long enough to read it, there may be hope for both of us. We all want success. The definition of success is different for everyone. To some, it's money or fame, to others, its freedom to...

Agency Automation Insight – January 2013

Paper Files vs Imaging - any agency who has made this transition will never ever go back. There are never ever any second thoughts once it’s done. Are you still storing paper files? 5 things to consider (we can think of more, but thought 5 might be a good number)....