Running An Agency

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...

Best Insurance Agency to Own

Best Insurance Agency to Own

When it comes time to open your own insurance agency, you will have multiple decisions to make, including whether you should open a captive or an independent one. Either type of agency will let you serve clients by offering insurance and a high level of customer...

Close Out the Year Strong

Close Out the Year Strong

With December more than halfway done, it’s time to take a look back at the last year in your insurance agency and figure out what you can do to finish the year strong. Even with just a couple of weeks left in 2021, there is still more than enough time to end the year...

How to Find Insurance Agents

How to Find Insurance Agents

Part of running an insurance agency is attracting the right agents to help you. Building the right team to help you take your agency to the next level can be a challenge, but these tips can help! Always Be Looking for Talent Perhaps the most important thing to keep in...

Lead Nurturing 101

Lead Nurturing 101

To understand a bit more about how to best nurture your leads, you need to have a better idea of what lead nurturing is. This is the marketing process that helps educate your prospects and build a relationship with your leads that aren’t ready to commit to buying yet....

Insurance Agency Retention Tips

Insurance Agency Retention Tips

One of the most important parts of running your insurance agency is attracting and retaining clients. Retaining clients is crucial, as you already put in the time, effort, and money to attract them to your agency. Luckily, retaining clients can be easier than you may...

10 Books Every Insurance Agent Should Read

10 Books Every Insurance Agent Should Read

Every insurance agent should strive to be the best in their field. This means working hard at continuing your education. You can do this with little to no financial investment by going to your local library. Reading good material can be a powerful tool in growing your...

6 Processes Every Agency Should Master

6 Processes Every Agency Should Master

One of the topics most thoroughly discussed amongst industry experts is what procedures and processes you should have in place for your insurance agency to run smoothly. Every insurance agency should have their processes clearly defined in several formats so that the...

The Importance of Insurance Agency Networking

The Importance of Insurance Agency Networking

To achieve success in the insurance industry, you have to network. Insurance agency networking is important even for agents who are good at sales and consider themselves to be a “people person.” The importance of networking is even greater if you’re just starting an...

Overcoming Objections in Insurance Sales

Overcoming Objections in Insurance Sales

Working in the insurance industry can be a rewarding career option. But, if you’re on the sales side of insurance, you need to be prepared to handle roadblocks from time to time. One of the keys to excelling is knowing how to deal with objections in insurance sales....

How to Handle Insurance Cancellations

How to Handle Insurance Cancellations

Your primary goal as an insurance agent is to make sales, and of course, you want to avoid cancellations whenever possible. Remember that even if a client wants to cancel their insurance policy, it is not set in stone. You still have the chance to win them back and...

Stop Selling on Price

Stop Selling on Price

It’s no secret that the insurance industry is a highly competitive space to be in. Perhaps the most popular way that insurance agencies secure business is by trying to keeping prices low. Especially when it comes to mandated automobile and homeowner’s policies, people...

Proven Insurance Agency Growth Strategies

Proven Insurance Agency Growth Strategies

Considering that laws exist to mandate insurance coverage for homes, automobiles, and other possessions, you wouldn’t think agency owners have a hard time growing their business. However, this particular industry is highly competitive. That’s why insurance agencies...

Bridging the Gap Between Producers and CSRs

Bridging the Gap Between Producers and CSRs

A CSRs, or “customer service representatives,” is an individual who plays a key role in the success or failure of an insurance agency. Especially for agencies in competitive markets, there’s no way to measure the unprecedented value of a CSR. Every day, people...

How to Best Manage Underperforming Employees

How to Best Manage Underperforming Employees

For insurance agency owners and managers, few things are more frustrating than having talented employees who underperform. If this is something you deal with, you have several viable options to manage underachieving employees more effectively. Ultimately, you aim to...

10 Tips to Managing a Remote Workforce

10 Tips to Managing a Remote Workforce

Before COVID-19, telecommuting was already a popular option for corporations throughout the country. This allowed employees to work remotely, usually from home. However, once the pandemic hit, telecommuting became more of a necessity. When managed correctly, a remote...

8 Referral Strategies You Can Start Today

8 Referral Strategies You Can Start Today

To succeed in the insurance industry, you need to rely on many different strategies. Some of those consist of “old school” techniques, such as cold calling, handing out business cards, and using word of mouth. However, this also includes things like using an insurance...

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...

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...