How to Get Your First Clients When Starting an Insurance Agency

Finding your first clients as a new insurance agency owner takes creativity, whether it’s leveraging a unique skill like speaking Spanish, connecting with your community, or even walking your dog with door hangers in hand. Discover how standing out and

Leading with Conviction: Choosing Whom You Serve in Business

I’m blessed to be part of C12, the world’s largest peer advisory group for Christian CEOs and business owners. Month […]

Planted, Not Buried: Encouragement for Independent Insurance Agencies in Seasons of Waiting

This morning during my devotional, I was reminded of the story of the Chinese bamboo tree. For years, nothing appears […]

A Discipline to Start: Becoming the Leader You’re Called to Be

I’ve long admired the work of Craig Groeschel—pastor, leadership teacher, and author of several books that have shaped how I […]

The Compound Effect: How Small, Consistent Actions Grow Your Agency

Running an insurance agency involves handling countless details—from client management to marketing and everything in between. The sheer volume of […]

Join Us at InsurEXPO 2025!

We’ll be at InsurEXPO – North Carolina’s largest insurance event – September 25–26 in Winston-Salem! Stop by the Jenesis booth (806) to see what’s new in JenesisNow and JenesisDigital, connect with other agents, and gain fresh ideas for your agency. Benton Convention Center, Winston-Salem  September 25–26, 2025 [Learn More & Register]

New 5-Star Review!

“This is a really good client management system and for a reasonable price. I would highly recommend.” – Chet McAninch, Independent Agent in Dayton, OH (Jenesis customer since 2025)   We love hearing how Jenesis helps agencies like Chets’s save time, grow, and serve their clients better.  Your turn! If Jenesis has made a difference for […]

review

New 5-Star Review!

“Transitioned over from Ezlynx. It has been great experience. Ranging from price, to service, adaptability. All the way around Jenesis has been great for our Agency and will grow with us. We are extremely happy here and glad that we found them. Christy was helpful in getting us set up and the service team is […]

Advice for Sales Professionals

The best sales advice is simple—be yourself and stay genuine. You’re really selling you more than the product, so focus on building trust. Treat people the way you’d want to be treated, even if that means telling them when it’s

From Sales Calls to Strong Relationships

Sales calls may not be enjoyable at first, but they get better once relationships are built. Book Your Demo of Jenesis Software today: https://www.jenesissoftware.com/request-demo-2/ #SalesEfforts #AccountManagement #OptimizeSalesProcess #MotivationInSales #RelationshipBuilding