General

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...

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...

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...

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...

Insurance Moves Fast! Learn To Embrace Change

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...

How Many Touchpoints Is Enough?

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...

Insurance Agency Branding Basics

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...

Effectively Manage Claims

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...

How to Leverage Videos

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

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

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

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...

March Product Update

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...

Hiring Insurance Agents to Grow Your Agency

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...

What to Do If a Client Cancels

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

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

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...

February Product Updates

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

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...