Jenesis 21.11.0 Beta Version Now Available

Version 21.11.0 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 From the JenesisClassic dashboard, choose Utilities from the ribbon then in […]

Latest Version

Jenesis 21.10.0 Full Version Now Available with 13 Improvements

Version 21.10.0 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 Introducing the new J-Portal, a web-based client portal for both you and […]

Unbiased Jenesis Video Review 2020

Jenesis is a cloud-based management system best suited for agencies with 1-50 users. It is designed to help insurance agents manage Personal lines and Commercial lines policies. Jenesis helps build strong relationships with policyholders while automatically marketing to potential customers, improving client communication through email integrations, increasing the efficiency with pre-filled Acord forms and offers […]

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NEW Healthcare Referral Program for Jenesis Agents Builds a Strong Revenue Stream Over Time

Jenesis Agents can earn recurring monthly commissions for Healthcare referrals. Simply complete and submit a quote. Charlotte Healthshare will do the rest! We deliver quotes, track leads, close the sales and pay commissions. Once the referral becomes a Charlotte Healthshare healthcare client, the agent starts to receive generous per member per month recurring commissions. Please […]

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 agency management system, running an effective marketing campaign, and finding creative […]

Jenesis notified Tuesday 8/31 of Formstack’s decision to discontinue support of virtual printer – what’s next?

Jenesis received a call yesterday, Tuesday, 8/31, from Formstack notifying us that they were discontinuing support of the virtual printer.  This was after a couple of weeks of following up on the issue to determine when it would be fixed.  We also learned today that many of our agents who use Formstack received emails about […]

When Should You Fire a Client?

Many people work in industries that require them to sell a product or service. Insurance is a prime example. Although potential clients sometimes go to agencies due to a referral from a family member or friend, typically, the agents work hard to find clients. Although this position is rewarding, it’s not always glamorous. A Day […]

6 Ways Your Insurance Agency Can Add Value

When an individual or business wants to buy a policy, they could turn to any number of insurance agencies. If you run an insurance agency, it’s important to stand out. That way, prospects will immediately focus on your agency and what it has to offer rather than go somewhere else. The key to making this […]

Agency Leaders: Are You Making These Mistakes?

Whether you work as part of a management leadership team for an insurance agency or you own an insurance agency, you carry tremendous responsibility on your shoulders. Even when hiring highly qualified agents, you still need to stay on top of things. That’s just one aspect of working as an insurance agency leader. Even with […]

Even Seasoned Insurance Agents Can Learn a Thing or Two

You know that saying, “You can’t teach an old dog new tricks?” Well, that’s 100 percent false. Not only can seasoned insurance agents learn new things, but they should. For one thing, that allows them to continue playing a key role in an insurance agency’s success. For another, it lets them enhance their teaching and […]

July Product Update

We’ve been hard at work rolling out a number of enhancements and feature requests.  Here’s what’s changed: JenesisNow We added the ability to make general receipts in JenesisNow. General receipts are made from the client level.  You cannot attach these receipts to a specific policy. Policy-level receipts are made from the policy. When choosing a […]

Jenesis Software Acquires The Agency Advantage, Increasing Their Ability To Serve Independent Insurance Agencies All Over The Country

Click here for the full press release.

Toxic Traits That Are Killing Your Agency’s Culture

When handling business the right way, your insurance agency can achieve a high level of success. As a highly competitive industry, there’s not a lot of room for error. Unfortunately, some insurance agencies possess toxic traits that do significant damage to the culture of the company. 9 Traits of a Toxic Culture The best way […]

Growing an Insurance Agency in 2021

When it comes to building a successful business, insurance agencies aren’t much different than other types of businesses. They face stiff competition and need to do everything they can to stand out. Especially because of the COVID-19 pandemic, an increasing number of people began to search for optimal insurance coverage in exchange for affordable premiums. […]

How to Transition From a Captive Agency to an Independent Insurance Agency

Within the insurance industry are several different types of businesses. Apart from companies specializing in specific coverage such as commercial space, life insurance, and farm insurance, some operate as captive agencies and independent agencies. Captive Versus Independent Insurance Agencies Some agents want to make a transition from a captive insurance agency to an independent insurance […]

Toxic Traits That Are Killing Your Agency’s Culture

When handling business the right way, your insurance agency can achieve a high level of success. As a highly competitive industry, there’s not a lot of room for error. Unfortunately, some insurance agencies possess toxic traits that do significant damage to the culture of the company. 9 Traits of a Toxic Culture The best way […]

Even Seasoned Insurance Agents Can Learn a Thing or Two

You know that saying, “You can’t teach an old dog new tricks?” Well, that’s 100 percent false. Not only can seasoned insurance agents learn new things, but they should. For one thing, that allows them to continue playing a key role in an insurance agency’s success. For another, it lets them enhance their teaching and […]

Agency Leaders: Are You Making These Mistakes?

Whether you work as part of a management leadership team for an insurance agency or you own an insurance agency, you carry tremendous responsibility on your shoulders. Even when hiring highly qualified agents, you still need to stay on top of things. That’s just one aspect of working as an insurance agency leader. Even with […]

6 Ways Your Insurance Agency Can Add Value

When an individual or business wants to buy a policy, they could turn to any number of insurance agencies. If you run an insurance agency, it’s important to stand out. That way, prospects will immediately focus on your agency and what it has to offer rather than go somewhere else. The key to making this […]

Latest Version

Jenesis 21.8.0 Full Version Now Available with 14 Improvements

Version 21.8.0 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 The Acord 27 is now prefillable. We have added an ’email AND […]