“To all agency owners out there who are struggling or frustrated with their current system, Jenesis is your answer. It made my world as an agency owner a whole lot smoother. It’s easy to learn, set up and run. I have it connected to my VOIP phone service. It’s awesome.” -Mike Nordenstrom, Family First Insurance […]
The ideal journey for your insurance agency sees your brand growing steadily over months and years. Even if you start small, you want to build a loyal client base and a strong reputation for excellent products and service. This growth, however, won’t happen without a few growing pains. As your agency grows and expands, it […]
2024 is shaping up to be a tough one for insurance agencies. GDP growth and increasing inflation will continue to impact the insurance sector. There is a 3.9% unemployment rate to consider and shifting consumer sentiment. These factors may have played a big role if you struggled to keep your agency on track this year. […]
We have added notifications of how many unread messages to the email option on the left main right sidebar as well as a unread emails dashboard card in JenesisNow Any questions? Email us at info@jenesissoftware.com!
In the 1970s, the Association for Operations Research and Development (ACORD) was established. This non-profit saw the need for standardized insurance forms worldwide and created the ACORD certificate of insurance, which was intended to streamline insurance processes and is still used by insurance agencies around the globe. ACORD presented the inaugural paper form in 1971, […]
We have added the ability to copy the insurance company name and policy number from the policy list without the user being taken into the policy. This also works for the people. In addition, we have reformatted the People card to make it easier to read. Any questions? Email us at info@jenesissoftware.com!
When importing a payment/receipt taken in JenesisNow, into the Check Register, the insured’s receipt number, name, and policy number, will also import into the transaction for all the insureds who are a part of that transaction. Any questions? Email us at info@jenesissoftware.com!
Did you know that Jenesis Software has a community group? Our community isn’t just another Facebook group; it is a dynamic space designed with insurance professionals like you in mind. We understand your need for a service that doesn’t just help you manage your agency, but also cultivates a thriving community that empowers you with shared ideas, insightful discussions, […]
Noteworthy Enhancements We have added the ability for users to delete policy downloads from the download processing screen. View Demo Users now have the ability to exclude one policy type while including another policy type from the Policy Detail and Policy/Client Detail report. This is intended to cross-sell clients that have one specific policy […]
Modern insurance customers are bombarded with information and marketing daily. So how do you ensure that your content is what customers want to see? The answer lies in content strategy: creating a strategy that allows you to create valuable content and deliver it on platforms your audience prefers. And the best way to do this […]
SEO is important for every industry. It is one of the most effective ways to market a business because it helps people find a brand faster. Google knows this very well, so it continues to update its internal search engine algorithms. It does this to ensure that users find only the most relevant information during […]
Users now have the ability to exclude one policy type while including another policy type from the Policy Detail and Policy/Client Detail report. This is intended to cross-sell clients that have one specific policy type but not another. Any questions or concerns? Email us at info@jenesissoftware.com!
People looking for insurance want a quick and easy online experience. They want to build quotes on an insurance website and compare them to other quotes. Potential insurance customers have no interest in speaking to an agent over the phone for twenty minutes to get a quote. They want to be able to enter their […]
We have added the ability for a user to filter a client’s policy list to show only personal lines policies or only commercial policies or all. The default will be all. Any questions or concerns? Email us at info@jenesissoftware.com!
Now more than ever, your insurance agency should work hard to improve its online visibility and increase lead conversions. These are two main ways to ensure that your agency stays successful and continues to beat the competition. Most consumers today, especially those in the younger generation bracket, demand online options. They search the internet for […]
In 2023, Jenesis hired its sister company, DiedrichRPM, to conduct a Google Business Profile Audit. We were so happy with the results, we recommended this $500 one-time service to our Jenesis customers with a 100% satisfaction promise or Jenesis would pay the bill. So far, this has been a huge success. So, if you want […]
We may live in a time of AI and rapidly advancing technology, but this does not mean that your agency should become impersonal and focused only on transactions. Customers who experience this type of interaction with an agency are not likely to sign up for insurance. They probably will not even bother to contact the […]
“We switched from Doris Fileserver Online to JENESIS about 2 years ago. THERE IS NO COMPARISON! Jenesis is absolutely amazing. Going from a (mostly) Dos based management system to a full windows integration has been monumental for my agency. Jenesis provides incredible customer service, their systems very rarely go down, and the system file organization […]
In a competitive market, customer service is what’s going to set your insurance agency apart from the next. If a potential customer does not receive the service they demand from an insurance provider, they may move on to yours. This gives you the chance to provide them the customer experience they lacked at the previous […]
The insurance industry has long since ceased to be filled with stacks of paperwork and face-to-face meetings. Your sales agents probably have wide-open diaries but still, not enough time to finish all their tasks. This is because even though they are no longer meeting with customers in person as much, they must ensure that each […]
