Win a free copy of “Leaders Eat Last” OR “The Go-Giver”!

The Page Turners, the team members at Jenesis team book club raced through our August book, The Go-Giver: A Little Story About a Powerful Business Idea, by Bob Burg and John D. Mann. It was was an excellent way to remember the value of kindness in the corporate world.  You can learn a LOT from […]

Darren Ridgeway

Employee Spotlight with Darren Ridgeway – Software Technician / Customer Support

Darren is the newest member of our Technical Support Team and we are so lucky to have him! A veteran of the US Navy, he has been working in IT since 1987 in a variety of roles including technical support, hardware support, product testing, and customer support. . He plans to pursue certifications in computer […]

Win Eddie’s copy of “The 80/20 Principle”

      Do you want a copy of Eddie Price’s  book “The 80/20 Principle: The Secret to Achieving More with Less” by Richard Koch? Send me an email at kaylee@jenesissoftware.com and he will pick someone randomly to send my copy of this book.      

Latest Version

Jenesis Version 22.10.0 Now Available

Version 22.10.0 is now available for download if you are on the desktop version of Jenesis. If you are hosted, and most of you are, you will be automatically updated over the next few weeks. Some of the features in this version include We added Acord 90 CA to be prefilled. We have added the […]

See what customers are saying about how we helped their online presence

We have provided a compilation of remarks our customers have submitted with regards to the various services the Search Marketing Resource team has provided over the years. The different requirements performed included Content Writing, SEO Programs, optimized Press Releases, Email Marketing campaigns, Google Adwords management, Social Media posts, Website Development…. and all marketing needs requested. […]

JenesisNow September Updates

For Memorized Reports, Date Ranges now save as actual Date Ranges instead of “hard-coded” dates. To save actual dates instead of something like “Last Month,” just leave the Date Range dropdown set to the “(Custom)” value. Added Concrete (Solid) as an option for homeowners roof type. When viewing the deposit slip it now states, Preview […]

See what else our customers are saying about how to help them grow

We have provided some more remarks our customers have submitted with regards to the various services the Search Marketing Resource team has provided over the years. The different requirements performed included Content Writing, SEO Programs, optimized Press Releases, Email Marketing campaigns, Google Adwords management, Social Media posts, Website Development, just to name a few!   WORKERS’ COMPENSATION LAW – workerscompensation-law.com I am […]

Adam Tessener

Employee Spotlight with Adam Tessener – Senior Software Technician / Customer Support

Adam is a member of the Jenesis Tech Support Phone Team.  So when you call, he will likely be who you will meet.

Happy Labor Day! Celebrate a job well done! After all, you deserve it:)

Celebrate a job well done as you enjoy the company of family and friends on this Labor Day! Jenesis and Agency Advantage Tech Support will be unavailable Saturday and Monday.  Hope you all have a wonderful long weekend! After all, you deserve it:)

Often Overlooked Insurance Agency Management System Features

Every modern insurance agency needs a management system. The right system will help you and your team stay organized and meet your goals. While some features are common to most insurance agency management systems, others are often overlooked or forgotten about. Some are fairly common but underutilized by agencies, while others are just not that […]

See what our customers are saying about how we’re helping them

We have provided a compilation of remarks our customers have submitted with regards to the various services the Search Marketing Resource team has provided over the years. The different requirements performed included Content Writing, SEO Programs, optimized Press Releases, Email Marketing campaigns, Google Adwords management, Social Media posts, Website Development…. all marketing needs requested.   CLASSIC COMPONENTS – chromeplating.com Classic Chrome Plating […]

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 following in mind to maximize your renewals and help your bottom […]

Improving Productivity – Getting The Most Out of Your Day

Any company is always in search of ways to improve productivity. While it’s easy to find general advice for boosting productivity, not every method you find online will apply to an insurance agency. While some general tips will be helpful, you will get the best results by focusing on advice unique to insurance agencies. We’ve […]

Get a free copy of “The Go-Giver”!

The Jenesis team book club called The Page Turners are still busting out amazing books each month.  Our book from last month, The Go-Giver: A Little Story About a Powerful Business Idea, by Bob Burg and John D. Mann. Imparted with wit and grace, The Go-Giver is a classic bestseller that brings to life the old proverb […]

5 Things You Can Do to Make Your Insurance Agency’s Website Stand Out

Your insurance agency’s website is the first source of impression that many people will have of your insurance agency, so you want to make it stand out. At the same time, you don’t want it to be overwhelming. Follow these tips to make your website stand out. Follow the Basics Remember that while you want […]

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 times and continue to grow. Try to View […]

More customers saying how we helped them grow

We have provided a compilation of remarks our customers have submitted with regards to the various services the Search Marketing Resource team has provided over the years. The different requirements performed included Content Writing, SEO Programs, optimized Press Releases, Email Marketing campaigns, Google Adwords management, Social Media posts, Website Development…. all marketing needs requested.   […]

August Product Update

JenesisClassic Jenesis will now make a note when changing a policy status to quoted, quote pending, and quote declined. We updated Acord 140 to prefill Subject of Insurance, % Sprink, Central Station Checkbox. Can now delete signature in user setup. Both the first and last name will now pass when sending an image to WeSignature. […]

Insurance Agency Metrics – What Should You Be Tracking?

Running an insurance agency is complicated, and you should track crucial metrics to ensure that you meet your goals. The only issue is that there are dozens, if not hundreds, of metrics you could theoretically track. So, which ones are the most important? We’ve gathered the most important metrics for insurance agencies to track. Contact […]

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 agency’s culture also helps clients determine whether they want to work with you. A […]