JenesisNow Product Updates Now when you change the drivers license # or state for a client it will update the driver on the business auto policy. Also, if you update the driver on the business auto policy it will update the person on the client. Lienholders now support up to 3 names and fill better […]
To maximize your insurance agency’s sales, you need to ensure that your team has sufficient training. One of the best ways to prepare your agents for various scenarios is to engage in role playing. This will let them practice some of the most common scenarios. It will also provide insights into techniques and arguments to […]
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 more effectively, improving your client experience and the workflow. Confirm […]
You know your insurance agency should always be in search of new clients, but you may be overlooking a crucial segment. If you sell any type of business insurance or insurance that could be applicable to businesses, you should be targeting seasonal businesses. Seasonal businesses can be a bit more difficult to target, as they […]
If your insurance agency offers flood insurance, this is the perfect time of the year to work to sell more of it. Doing so will help your bottom line and protect your clients from the financial impact of flood damage. We’ve gathered some of the best ways to sell more flood insurance. Target Renewals A […]
If your insurance agency hasn’t already gone paperless, you need to start working on the transition. Going paperless is much more than just an environmental concern. It also provides plenty of benefits for your agency, employees, and clients. You Help the Planet The most frequently touted reason to go paperless is to help the planet. […]
Eddie graduated from the University of North Carolina at Chapel Hill in 1988 and began his career in the insurance industry as an agent for North Carolina Farm Bureau Insurance Company. In 1991, Eddie started Carolina Insurance, an independent insurance agency, from scratch. Later he went back to school to learn computer programming and with that new […]
Advertising your insurance agency comes in many forms, including engaging with your community. Spring comes with plenty of great opportunities to do just that, some of which are unique to the season and others that work all year round. Remember that engaging with the community does more than promote your agency. It also helps you […]
Agencies are starting to move from JenesisClassic to JenesisNow because they love the new modern look and feel of the JenesisNow web browser based system. It’s not quite ready for everyone just yet but more than likely, you will want to move this year or next. We are in no hurry for you to move […]
Version 22.6.0 Beta 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 have added an option in Agency Setup on the Defaults […]
Welcome to the tour of the Jenesis Client Portal! Accessible by clients at yourinsuranceportal.com with assigned credentials.
Improve Marketing and drive customers to your website. Increase your potential audience with a website that enhances your brand. Increase your leads by offering clients an easy online way to reach your agents. Responsive Web Design makes your website look good on all devices (desktops, tablets, and phones).
Version 22.4.0 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 Bridging to any carrier from Stored Quotes in Quote Control now opens […]
If your insurance agency is not already leveraging videos in your insurance agency’s marketing, then you are missing out. Videos are a great way to boost engagement with clients and potential clients and to share information. Take a closer look at some of the ways your insurance agency can leverage videos and use them to […]
Marketing is a crucial part of running your insurance agency. You need to recruit new clients and retain your current ones. But how do you know how much to budget for your marketing efforts? It can be challenging, especially as you have to consider every part of your marketing, from email marketing to social media […]
JenesisClassic Bridging to any carrier from Stored Quotes in Quote Control now opens in the default browser which for our hosted users will be Chrome. We have added Other Ins as an option to the Principle/Occasional drop down options on the Drivers form. Now, only a Jenesis Admin has permission to delete an absence from […]
Between networking opportunities and prospecting, there are plenty of ways for insurance agencies to leverage LinkedIn. The following guide will help you get the most from your LinkedIn marketing and networking. Optimize Your Profile Before you do anything else on LinkedIn, take the time to optimize your profile. Make sure you have a good summary […]
At some point, your insurance agency may need to migrate your website. As with the initial process of building your website, there are numerous potential issues to be aware of. By familiarizing yourself with these potential website migration mistakes, you will be better equipped to avoid them. This way, you are less likely to see […]
Derek starting teaching himself to program at the age of 12. He has lots of experience in developing desktop, mobile, and website software in over 15 different programming languages. Programming is still one of his biggest passions! Derek started with Jenesis Software in January of 2018 splitting his time between providing technical support for our […]
Just because you went through the hard work of starting an independent insurance agency, that doesn’t mean you want to keep it forever. At some point, you may want to sell it. Maybe you want to move on to another phase of your life or you have another reason. Every insurance agent who decides to […]