Running An Agency

Feature Spotlight: Cloud Backup

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,...

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,...

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...

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...

Ways To Create a Winning Insurance Agency Culture

Ways To Create a Winning Insurance Agency Culture

Creating a winning insurance agency culture puts you well on your path to success. Successful leadership will inspire your team, helping them deliver excellent service and make sales. That’s not the only way that your agency culture affects clients. Your insurance...

Empower Your Team, Don’t Micromanage

Empower Your Team, Don’t Micromanage

There are two main leadership approaches for any insurance agency - micromanaging and empowering. As a rule of thumb, it is almost always better to empower your team members instead of micromanaging them. But what does empowerment mean, and how do you implement this...

5 Ways to Keep Your Customers Engaged

5 Ways to Keep Your Customers Engaged

Customer loyalty is a crucial part of any insurance agency, and part of that loyalty will come from engagement. But it can be overwhelming to figure out how to keep your customers engaged. Understanding How to Boost Client Loyalty Before getting into how you can keep...

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...

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...

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...