Technology in insurance agencies is no longer a luxury but a business necessity. When you look at the speed at which AI transforms several industries, your agency cannot afford to stay behind. Are your agents tracking quotes and storing customer information using an...
Agency Automation
Is Your Insurance Agency Using SMS Marketing?
Sending text messages can be one of the most effective ways to acquire more clients in the insurance industry. If your insurance agency hasn't considered an SMS (Short Message Service) marketing strategy, now is the time to do so. Why Should Your Insurance Agency Use...
The Perfect Insurance Agency Tech Stack
As technology has advanced over the years, so has its ability to make your insurance agency run more smoothly. From tools to craft your insurance agency’s website to software to streamline everyday tasks, having a tech stack is now crucial for any insurance agency....
Why Should Your Insurance Agency be Texting Your Customers?
As I thought about the intro to our Jenesis Software newsletter this month, I considered what feature of our insurance agency management system I could talk about that I believe is crazy silly to ignore. It took me only a few seconds to decide on the automated text...
Preview Marketing Emails
Jenesis Agency Management System continually looks for Insurance Software Solutions to help you grow your business and save time. We include an email marketing campaign with every version. We also provide easy ways to preview those emails prior to sending them to...
Do you know if your Agency’s data is secure?
Agencies store important information most commonly on a hard drive, rather than in a file cabinet these days. Offsite backup could be exactly what your agency needs, if you’ve had concerns about how secure your data really is. I recently ran across an article that...
Protect Yourself with Agency Management System Accounting Features
Why does it keep happening? Every year, there are a few agents nationally who commit fraud. It harms the integrity of those agents who conduct good business with morals and integrity. I never have understood why an agent would think they could get by with it. Well,...
Is your Agency paperless?
Paperless can benefit you in many ways. It can make you more efficient by simply putting all of your documents in one place so that when you need to refer to them, they are easy to find. It also helps by eliminating rows and rows of filing cabinets that you don’t have...
Communicating effectively with your customers
As the economy continues to struggle, we have seen many independent agencies forced to close their doors. But, we have also seen many not only continue to thrive, but to grow. So what is their secret? There are of course many factors, which can play a part in an...
Is an agency management system an expense or an asset?
You could make a case for either. To figure it out, you must first look at the need in an agency. · In the independent agency, most have multiple companies and products to offer · Many companies have websites that assist the agent with status, changes, and payment...
Agency Automation Insight – January 2013
Paper Files vs Imaging - any agency who has made this transition will never ever go back. There are never ever any second thoughts once it’s done. Are you still storing paper files? 5 things to consider (we can think of more, but thought 5 might be a good number)....