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AMS vs. CRM: What’s the Real Difference (and Why You Need Both)

Understanding how your insurance agency management system and CRM work together to grow your business. If you’ve ever sat at your desk thinking, “Do I need an AMS or a CRM—or both?” you’re not alone. Independent insurance agency owners ask that all the time. After all, both systems manage contacts and workflows, and both help your team stay organized. But here’s the truth: they’re built for different missions. Your Agency Management System (AMS) keeps your…

The JenesisLink AI ChatBot Webinar Reply

Grow your insurance agency with the **JenesisLink AI ChatBot**—a 24/7 lead capture and customer service tool built for independent insurance agencies. In this webinar, you’ll learn how our AI chatbot: Captures leads instantly (even after hours) Answers client FAQs automatically Integrates with JenesisNow & marketing workflows Helps your agency close more business with less effort Perfect for agencies looking for insurance chatbots, AI automation for insurance, and insurance agency marketing tools.

From 0 to $8 Million Putting People First to Generate Referrals | Mike McDaniel | Ep 7

What mindset and actions do you think are most important when launching an agency from the ground up? Mike McDaniel, owner of McDaniel Insurance Agency, began from a kitchen table with a single phone and family support led him (more…)

How to Use Direct Mail in 2025 to Grow Your Insurance Agency

Discover how independent insurance agencies can use modern direct mail strategies in 2025 to stand out, win new business, and boost client retention. In this fast-paced session, we’ll share proven campaigns, automation tips, and real-world examples that make direct mail work smarter—not harder—for your agency.

JenesisNow October Product Update

Exciting New Features: We have added the options in Agency Settings to require the insured’s phone or email. Watch video. We have added “Print” and “Save to Media” buttons on the J-Rate returned quotes so that the user can print the list of returned rates or save the list to the client/policy media.” Watch video. Added an AI assistant when sending email from the company, client, or policy screen and under user preferences for email…

The Coach Approach: Building Stronger Teams Through Listening, Curiosity, and Belief

http://www.jenesissoftware.com/wp-content/uploads/The-Coach-Approach.mp3 If you’ve ever coached a team, led a business, or managed a group of strong personalities (which, let’s face it, describes most insurance agencies), you know leadership isn’t about barking orders. It’s about drawing out the best in people — helping them discover their own answers, not just giving them yours. That’s the heart of something I recently studied called The Coach Approach: A Better Way to Live, Lead, and Leave a Legacy by…

How to Stop Wasting Your Evenings

Last night, I watched a YouTube video from my friend and mentor Dan Martell called 8 Hacks to Stop Wasting Your Evenings. I’ve had the privilege of working with Dan over the last five years, and one thing I’ve learned is this: when Dan talks about time, I listen. He’s not just another productivity “guru.” He’s lived the grind of 100-hour weeks, burned out, and rebuilt his life in a way that is both high-impact…

Choosing Happiness While Growing Your Independent Insurance Agency

A couple of years ago, our Jenesis Team book club read Happier by Tal Ben-Shahar. I’ll be honest—I underlined so much of that book it looked like I was trying to highlight every page! It wasn’t just theory; it was practical, everyday stuff about happiness that made me stop and think. One of the big takeaways for me was that happiness isn’t something that just shows up like a surprise gift. It’s something we choose…

Rest Before You Reach

This blog is based on a recent article I read that made me stop and think: “What many ministers don’t realize is that food does not replace nervous energy – only sleep does. By sleeping for fifteen minutes first, they would eat less afterward. This practice has helped me maintain my weight and my energy levels so I can continue intense ministry as counselor and chaplain at the Olympic and Paralympic Games.” That line hit…

Building a Strategic Foundation for Your Insurance Agency

In business, change isn’t optional—it’s inevitable. The question isn’t if change will come, but whether you’ll be prepared to navigate it. In this month’s C12 curriculum, we’re reminded that lasting businesses aren’t built on shifting sand like trends or quick fixes, but on solid foundations. For Christian leaders, that means rooting decisions in clarity—mission, vision, and values (MVVs)—and seeking wise counsel from mentors and peers. Let’s apply that to the insurance industry, where change often…

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