Insurance Agency Scripts for (almost) Every Scenario

While it’s hard to imagine, even the best insurance agencies follow predetermined scripts. Usually, agents use them as part of selling or marketing the different available products. However, you’ll find these same scripts on insurance agency websites and throughout social media. While scripts might seem impersonal, they add value. As an example, scripts keep agents […]

Insurance Cross-Selling Is a Team Effort

The same parenting quote, “It takes a village to raise a child” applies to the business world. Regardless of the type of insurance your agency sells, you can’t achieve success without having a supportive team of agents. That’s especially true when it comes to cross-selling insurance policies. Reaching targeted goals requires the dedication of many […]

10 Tips to Managing a Remote Workforce

Before COVID-19, telecommuting was already a popular option for corporations throughout the country. This allowed employees to work remotely, usually from home. However, once the pandemic hit, telecommuting became more of a necessity. When managed correctly, a remote workforce can be an excellent solution for all types of businesses, insurance agency’s included! For one thing, […]

Core Web Vitals: What You Should Know

More than ever, you need a professional website. However, that goes beyond how it looks. More importantly, you want to focus on performance and navigation. With the pandemic, online business is booming. Whether doing research, shopping, reviewing statistics, or planning a trip, people expect a positive experience from the websites they visit. Regardless of the […]

Is Your Insurance Agency Prepared to Serve Gen Z?

People born during different periods fall into unique categories. For instance, baby boomers consist of individuals born between 1946 and 1964. So, there are a lot of baby boomers, most now reaching retirement age. Then, there’s Gen X, which came after baby boomers but before millennials. These individuals have birthdates that fall between the latter […]

Garbage In—Garbage Out: 6 Ways to Keep Your Insurance Agency Management System’s Data Clean

There’s an old saying that applies to many things in life, including the insurance industry. “Garbage in—garbage out” simply means that that effort people put into doing something determines the outcome. If someone doesn’t give 100 percent, they shouldn’t expect to get 100 percent back. This same saying also applies to the data that insurance […]

7 Ways You Can “Recession-proof” Your Insurance Agency

Following a rough 2020, primarily because of the COVID-19 pandemic, a lot of businesses have suffered. Although not quite the same as a recession, for many it felt very similar. Fortunately, the economy is bouncing back as people return to work and again start buying products and services. However, the experience that everyone had in […]

Which Insurance Designations Matter Most?

Every insurance agent wants to market themselves in the best way possible, as that helps attract the most clients. One of the first ways to market yourself is by considering what insurance designations to work toward. Clients will feel that the more designations you have, the more qualified you are to help them. But which […]

October Product Updates

JenesisNow On the Client List when you click the next page it now takes you back to the top of the page. Added the pages to the top of the page as well. We added Acord 90 – Personal Auto Application for Georgia We have added fields under each user for Date of Birth, Social […]

Get Your Insurance Agency Ready for the Holiday Season

Even with the holiday season several weeks away, it is not too early to start getting your insurance agency ready for it. Now is the best time to start preparing for the holiday season if you haven’t already started doing so. If you aren’t sure what actions to take to prepare for the holidays, we’ve […]