What exactly is "customer experience?" Does it refer to the effect a business' sales process has on a customer? Does customer experience relate to how a customer feels about interacting with a specific brand? Customer experience (CX) is about all of that and more. It...
General
Switching Agency Management Systems – When Is the Right Time?
What would happen if your agency suddenly stopped operating or lost all customer data? It is a frightening prospect because it would negatively affect your agency and hundreds or thousands of customers. The scary part is that if you continue to work with an outdated...
Training Your Team for a New Insurance Management System
Getting a new insurance management system for your agency is more than buying a new software tool. An insurance management system typically comes with a short onboarding period and training. This is necessary to ensure all departments know how to use the software to...
Text Messaging for Insurance Agents: 4 Tips
When you think of text messaging, you probably picture texts between friends and family. But text messages don’t only play a role in communication between loved ones; it is one of the main communication channels between businesses and customers. The insurance industry...
Insurance Software: What Does Your Agency Need in 2024?
The insurance industry is like a living organism. It is constantly growing, evolving, and adapting to different circumstances. When insurance agencies do not keep up with these changes, they ‘die’ because their growth stalls. Agencies that go with the flow, so to...
Creating a Cohesive Digital Brand Strategy for Your Insurance Agency
If you ask any big corporation why they spend so much money on branding and marketing, they will probably all have the same answer: consistency and impact. A well-thought-out digital brand strategy creates a public perception of a business. And it is up to each...
Insurance Agency Growth: Organic vs. Acquisition Strategies
Running a business requires a lot of blood, sweat, and even tears. It requires money for practical things like furniture, electronics, and staff. It needs a proper recruitment process and marketing strategy. And most importantly, running a business depends on...
Using Google My Business to Boost Local Insurance Agency Visibility
2024 just started, and insurance agencies are already competing for space on Google’s first page. They use innovative marketing ideas, SEO strategies, and advertising to target Gen Z. But what some insurance agencies neglect to do is create a simple Google Business...
Feature Spotlight: Facilitating Client Transactions with Electronic Signature in Jenesis
The days of loopy, handwritten signatures are long gone. With people conducting business with customers worldwide, a better solution was needed. And so, back in the late 80s, the concept of a digital signature scheme saw the light. By the 20th century, electronic...
How To Manage the Seasonality of Insurance Sales
Insurance sales cycles are seasonal, just like in many other business sectors. Seasonality means business will fluctuate in your insurance agency throughout the year, and it may become what you refer to as a ‘bad couple of months. However, if you understand...
Effective Time Management Strategies for Busy Insurance Agents
An insurance agent’s time is not their own. Every day, agents must balance new business with insurance claims and dealing with inquiries or complaints. In addition to this, they must time their renewals just right and introduce new products when relevant. They must...
Work-Life Balance Tips for Insurance Professionals
It is not easy being an independent insurance sales agent and being present with your family after hours and on weekends. This is because work often goes home with agents who have to catch up on admin and correspondence. Sales agents get discouraged because they lose...
How to Handle Rejection in Insurance Sales
Rejection is part of the deal when you decide to become an insurance agent. Not everyone is going to buy what you’re selling. And not every potential customer is going to be nice when turning down your insurance policies. Getting a "no" when they expected a "yes" is...
Jenesis’ Role in Transforming Your Insurance Agency’s Online Presence
A strong and expanded online presence is something every modern insurance agency needs. We live in an age where customers want products and services at the tap of a screen. It is no different with insurance clients. They want to be able to buy insurance coverage from...
Addressing the Challenge of Client Retention in Insurance with Jenesis
Client retention is crucial in any business but critical in the insurance sector. Without long-standing client accounts, an insurance agency would have little to no chance of survival. This is mainly because a high client turnover is harsh on an agency’s cash flow....
Why a Professional Logo Matters in the Insurance Industry
When you chose your insurance agency’s logo, what did you base the design on? Why did you choose the specific colors of the logo? What attracted you to the shapes, lines, and even tagline accompanying the logo? If you used a logo generator just to have something to...
Ensuring Data Integrity and Security in Your Insurance Agency with Jenesis
Data lies at the core of every successful insurance agency. Agencies use several forms of data to perform daily tasks. This information includes personal information, claims history, and paper attachments. All types of data that agencies use form part of each...
Designing Your Insurance Agency Website with Jenesis
With stiff market competition these days, modern insurance agencies cannot survive without an online presence. This includes having a website that attracts potential clients and educates and informs existing ones. The purpose of an agency website is to have a central...
Feature Spotlight: Cloud Backup
As technology advances, data remains the most valuable asset of businesses worldwide. Companies rely on data to operate, and if something happens that makes them lose some or all their data, it can have devastating consequences. For this reason, many businesses,...
Building and Managing a Successful Insurance Sales Team
Insurance is a must-have product in the modern times we find ourselves in. It is risky to drive an uninsured car and live in an uninsured house. It is borderline irresponsible to run a business that is not insured. As an insurance agency owner, you must convince...
The Future of Insurance: Digital Transformation Trends
The insurance industry once stockpiled stacks of paperwork and red tape. Then, technology abruptly entered the scene. Since the introduction of AI and other digital solutions, this business sector has been on the cusp of an overpowering digital shift. Technology...
Feature Spotlight: Suspense
Suspense accounts feature commonly in accounting records in business sectors. They also feature in the insurance industry. These accounts provide temporary storage for transactions that require further investigation or clarification. Once the funds are classified,...
End of Year Planning – Close Out 2023 and Start Off 2024 Strong!
It is almost the end of another year, which means you and your sales agents are probably working towards closing out 2023 on a positive note. It is the best time to start planning for the year ahead, too. Before the festivities really ramp up, you should invest some...
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,...
10 Tips For Integrating a New Book Of Business Into Your Insurance Agency
Running an insurance agency means building an undeniably strong book of business. The total of your underwritten insurance accounts is directly related to the success of your agency. And, at some point, you may want to consider integrating a new book of business. As...
How to Handle a Book Roll when a Carrier Pulls Out of Your State
The insurance industry is highly regulated, as it should be, and it plays a vital role in providing financial security to businesses and individuals. However, despite the regulations and laws, it is not uncommon for an insurance carrier to pull out of certain states...
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...
Out-of-the-Box Ways to Keep Your Team Motivated During The Holidays
The festive season distracts just about everyone. You will find it no different in your insurance agency. Your employees may become more stressed while struggling to focus on work-related tasks. However, all is not lost. With the following out-of-the-box approaches,...
9 Ways To Improve Your Relationship With Your Carriers
The agency-carrier relationship is as important as the agency-customer relationship. They are mutually beneficial and must be improved and maintained to ensure your insurance agency's success. Aside from getting the technical aspects in order (licenses, contracts, and...
How to Find and Keep Gen Z and Millennial Customers
The ongoing evolution of the insurance industry means that the old way of doing things no longer works. Products have changed along with client preferences and expectations. You may also have noticed that your current customer base starkly contrasts with what it was...
Enhancing Customer Service: How Prefilled ACORD Forms Improve Client Interactions
There is no getting around it: reliable customer service is key if you want your agency to succeed in 2023 and beyond. This also means that most of your efforts must go toward encouraging positive customer interactions. There are still far too many horror stories of...
The Role of Technology in Insurance Retention: Leveraging CRM and Automation
Customer retention lies at the core of any successful agency. Think about it this way: if you had to continuously gain new customers and convince them to buy your insurance products, your bottom line would soon suffer. On the other hand, existing customers who renew...
How SMS Integration Transforms Insurance Agency Management
New technology often comes and goes, but some stay for decades. The humble SMS is an excellent example of this. Even with email, social media, and several chat apps gaining popularity today, SMS still play a vital role in everyday business, including marketing and...
Harnessing Analytics with Your Insurance Agency Management System
There is no question that insurance is a complex industry. As an agency owner, you’ll know how intricate your customer portfolios are. The scenarios are endless for business, household, car, and even pet insurance. This means your product must cover just about any...
Remote Work Made Easy: Accessing Your Agency’s Data Anytime, Anywhere
Before the COVID-19 pandemic, remote working was something people did when they were on business trips or ill. During the uncertain times brought about by COVID-19, working from home became the norm. Now that the pandemic is in the rearview mirror, the work-from-home...
Customer Retention For Insurance Agencies: Building Loyalty through Digital Marketing
In a market as competitive as insurance, agencies must be able to draw new customers. More crucially, they must also be able to retain clients. Without customer retention, your agency cannot build brand loyalty. You will also struggle to create a steady stream of...
Local SEO for Insurance Agencies: Reaching Clients in Your Backyard
In 2023, more than ever, selling insurance means using digital marketing techniques to stay ahead of the game and the competition. Digital insurance marketing strategies include two key components, namely geo-targeting and local SEO. For insurance agencies, Local SEO...
JenesisClassic October Product Update
Increase the size of the Business Name field in Quote Control to 200 characters to match the Business Name field in the client profile. When you add an attachment to email from Jenesis you can now click the attachment to view it while composing the email. Updated...
Agency Advantage October Product Update
Added the form Louisiana Personal Auto Application 2023 ACORD 090 LA (2023/10) (Replaces 2015/12) Added the form Idaho Personal Auto Application 2023 ACORD 090 ID (2023/09) (Replaces 2019/01) Increased fields widths on the search results screen. Added vehicle usage,...
JenesisNow October Product Update
Transportation (TNC) was added as a vehicle use option for personal auto policies. Installed GA4 and Heat Maps(currently in Dev) and created pages for recordings - Minor updates to the search on the Transfer Policy screen. Updated downloads to connect Acord...
The Long-Term Impact: How a New Insurance Agency Management System Shapes Your Agency’s Growth
An insurance agency that doesn’t stay competitive will experience growth challenges. One of the main drivers behind an agency’s competitiveness is the effective use of technology. AI, predictive analytics, IoT (Internet of Things), telematics, and chatbots all...
SEO for Insurance Agencies: Converting Traffic into Leads
Significantly few insurance agencies in 2023 are still marketing their services without implementing SEO strategies. SEO content is instrumental in driving organic traffic to an agency’s website. From there, sales agents take over to turn visitors into qualified...
How an Insurance Client Portal Frees Up Resources Within Your Agency
Many modern insurance agencies still bear the burden of administration. From client inquiries to maintaining policy documents and processing claims, the admin workload can become overwhelming. Fortunately, a simple solution has already started transforming how...
How VoIP Integration Enhances Connectivity for Insurance Agencies
The business landscape, including insurance, no longer views communication the way it always has. With the help of the internet, most businesses and insurance agencies can now access versatile and affordable communication systems. One of the best technologies to come...
How Insurance Marketing Automation Drives Cross-Selling Opportunities For Agencies
Insurance agencies rely on customer loyalty to thrive. In 2023, marketing automation is making a big difference in customer loyalty. By default, it is helping agencies grow to new heights. Automated marketing processes allow insurance companies to widen the customer...
Navigating the Insurance Talent Gap: Addressing Hiring Challenges
After the unexpected obstacle that was the COVID-19 pandemic, there is another threat on the horizon in the insurance industry. The growing talent shortage makes it difficult for insurance agency owners to grow their brands. Even though the industry has fared...
The Importance of Setting SMART Goals and Tracking Them in JenesisNow!
Setting and achieving realistic goals is one of the key measures of success. Whether your agency wants to improve its daily operations or earn more revenue, the SMART concept can help you revolutionize your goals. SMART goals are ones that are Specific, Measurable,...
Building a Strong Brand Identity for Your Insurance Agency
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...
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...