Have you ever sat through a software demo thinking, “This looks impressive, but will it actually make my agency’s day easier?” It’s a common dilemma. Most agency management systems…
Is your agency getting the most out of its Agency Management System and CRM? Join us to discover how JenesisNow and JenesisLink work together to help insurance agencies market more…
Cool features We have added a new Source report to JenesisNow. We have added a space to upload media when entering a note. Watch here We have added separate Commercial…
There’s always another tool, marketing strategy, or technology promising to change the way agencies operate. But after more than five decades in the business, Tom Sly has seen enough change…
Got questions about Jenesis? Let's answer them together. Join our live Jenesis Q&A every Tuesday at 2:00 PM ET and connect with our team for live demonstrations, helpful tips, and…
Imagine this: It’s Monday morning, and your agency receives a call from a longtime client whose auto policy expired over the weekend. They never received a reminder, another agency contacted…
Missed this month’s webinar? No worries! You can watch the full recording here and learn how Reputation Management and your Google Business Profile can help grow your agency. Watch the…
It's easy to compare your agency to someone else's, especially in an industry that's constantly talking about growth, acquisitions, technology, and what's coming next. But success isn't measured by the…
If someone asked you right now which clients in your agency are most profitable, which policies are up for renewal next month, and which accounts are most likely to leave,…
Running an independent insurance agency can feel like spinning plates. One moment you’re helping a client file a claim; the next you’re chasing down renewals, reviewing carrier updates, training staff,…