Insurance Sales Tips

Why Visits are So Important for Agency Sales & Marketing

As a sales and marketing representative for a software company that markets to independent insurance agencies, it’s easy for me to know who I should be visiting (insurance agents) and why that’s so important (build rapport with current customers and introduce my product to potential clients). I wanted to take a moment to talk about who you should […]

Introducing Mobile Apps for Agencies by Jenesis Software

Mobilize your Insurance Agency You can now easily extend your agency to mobile with your Jenesis Agency Management System. Create your agency’s customized Mobile Agent App with Jenesis and transform your insurance servicing and marketing model. Get advanced sales, marketing & customer service strategy with customized mobile app for your agency. Try it, it’s awesome! […]

Independent Insurance Agent

Why I Love Trade Shows and Why You Should Too

As an Independent Insurance Agent, I am almost positive you have heard the term “Trade Show” or “Convention”. This is referring to a large gathering of Insurance Companies, Agency Management Systems, Brokers, and Independent Insurance Agents all looking to gain more knowledge and even new business. I am writing this blog to talk about why […]

What You Should Do for Your Best Customers

Your Best Insurance Customers may deserve the red carpet treatment so it may be time to come up with a plan. This is important because good customers are the ones you want to stay with you and they know other good potential customers. How do you identify who they are? The Jenesis Agency Management System has […]

Full Coverage and Liability Reports – Coming soon to version 17.7.0

Insurance Sales Tips from Jenesis Software Knowing your business is half the battle.  What you do with that information is the other.  In the day to day world of P&C you write numerous auto policies, some full coverage and some liability only.  Using this information to your benefit is invaluable. Jenesis gives you a way […]

Customer Service The Fish Way

Insurance Agency Management Systems and Independent Insurance Agencies can learn from Fish! Imagine a workplace where everyone chooses to bring energy, passion and a positive attitude to the job every day. In this engrossing parable, a fictional manager has the responsibility of turning a chronically unenthusiastic and unhelpful department into an effective team. Seattle’s Pike […]

Discovery Insurance Cares

 

Ability to Track Reasons for Quotes not Written

The Jenesis Insurance Agency Management System has added an option in Quote Control to allow the user to indicate why someone does not purchase the coverage and we have also added a report in Production Reports for this.

Acord 36 (Agent Record of Change) is Prefillable

Jenesis Insurance Agency Management System offers you the ease and convenience of a prefilled Acord 36 Agent Record of Change form.  

Happy Labor Day from Jenesis Software

Jenesis Software will be Closed on Saturday, September 2nd and Monday, September 4th to observe Labor Day. We wish you all a Happy Holiday from the Jenesis Team.