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JenesisNow November Product Update

Posted on by Kaylee Spangler

JenesisNow November Product update graphic

Cool features 

  • When generating an Acord 126, where there are more than 3 hazards, the Acord 211, Schedule of Hazards, will automatically generate bringing over the remaining hazards.  View Demo
  • There is now a setting for Locations where a renewal will create a “new” policy term instead of adding to the current one so they display as separate policy terms or generations on screen. View Demo
  • We have added an option in Locations Options to change the default for HO-4 policies to Renters rather than Homeowners. View Demo

All other features

  • The advanced search will now remember the previously selected choice in the search by drop-down.
  • If a policy is canceled, we will now show the cancel reason, if there is one when hovering over the policy on the client screen.
  • We have made it so that the Evidence of Insurance (Acord 27) will show Dwelling Replacement Cost and Contents Replace Cost in the remarks section
  • Now when the producer is changed on a policy either by a user or download an entry will be made in the Agency Transaction Log.
  • Now when printing a voided receipt the receipt will show that the receipt is voided.
  • We have added an option to disable downloads from updating the client phone numbers and email addresses by adding an option to disable downloads from doing this in location setup.
  • We have added Acord 137 PA and 137 NJ to the Acord library.
  • We have added an option in company profile for check or draft (EFT). This will communicate with the check register when processing receipts for each company.
  • Admin users are now able to change the date and time of media which will reorder the list. A note will automatically be made when the date or time of media is changed.
  • We have upgraded our scanning software to the newest version, supporting many more scanners, and many Mac Operating Systems.

JenesisNow October Product Update

Posted on by Kaylee Spangler

Cool features 

  • If a user changes the policy type to be something different than how the policy downloaded, future downloads will respect the manual change. Watch Video
  • We have replaced the + sign at the top right of the Commercial Proposals form with an x to close the form. We have added a new button called Create New Proposal to the form. This will make it more obvious how to create a new proposal.  Watch Video
  • We have added a Commission Estimate report based on the data from the policy screens in JenesisNow. This is different than the existing commission manager report based on downloaded and manual commissions based on carrier commission statements.  Watch Video
  • We have made many improvements to the personal property screens including adding many fields to the screens and more Acord 80 data filling. Watch Video
  • Users can now include a Simply Easier Payments Invoicing Pay Now link when emailing invoices to clients.
  • We have added a visual report to show the percentage of personal lines vs commercial lines. Watch Video

All other features

  • A note will be made when a vehicle or driver is added or removed from a policy.
  • You no longer have to put in dashes when searching for a client by phone number.
  • The ability to use the Print Double option for printing a new receipt or an old receipt no longer requires the user to have Payment Edits turned on in Location-Specific Permissions.
  • When a personal package policy has an umbrella component, the Acord 83 will now show the policy as an option.
  • Added clipboard copy icon for copying client’s name from the Client View Screen.
  • We have added the NAIC and Agency Code(s) to the Company Detail Report

Elevated Email Marketing for Insurance Agencies

Posted on by Kaylee Spangler

Your email list is one of your most valuable assets. Insurance agencies must consistently engage their clients to foster loyalty and drive business growth. Email marketing has proven to be a powerful digital marketing tool for achieving this. Below are some key reasons why professional email marketing for insurance agencies is beneficial for your business.

Top 7 Reasons Why Email Marketing for Insurance Agencies is Important

 

1. Personalized Communication

Unlike generic marketing, personalized types of emails allow agencies to deliver custom content tailored to their target audience. Whether it’s policy updates, reminders, or tailored offers, clients appreciate receiving relevant information that speaks to them directly.

2. Cost-Effective & High ROI

Email marketing is one of the most cost-effective ways to reach clients. It doesn’t require the substantial budgets often needed for traditional advertising. With the right strategies, insurance agencies can achieve a high return on investment (ROI) through lead generation.

3. Improved Client Retention

Regular email communication keeps the agency top-of-mind for existing clients, fostering trust and loyalty. When clients feel informed and valued, they are more likely to remain with the agency and refer others.

4. Education & Trust-Building

Informational emails provide an excellent platform for educating clients on various insurance products, industry updates, and best practices. This educational content not only positions the agency as an expert but also helps build trust and credibility with clients.

5. Automated Client Engagement

Professional email marketing software allows agencies to automate routine communications, such as policy renewal reminders, follow-ups, and onboarding sequences. This automation ensures consistent engagement without overwhelming the agency’s staff.

6. Data-Driven Insights

Email marketing provides valuable insights into client behavior and preferences through metrics like open rates, click-through rates, and conversion rates. These insights enable agencies to refine their strategies and make data-driven decisions for more effective marketing.

7. Compliance & Professionalism

A professional email marketing strategy ensures that all communications comply with industry regulations, such as GDPR or CAN-SPAM, maintaining the agency’s reputation and avoiding potential legal issues.

How JenesisDigital Can Help

JenesisDigital’s email marketing for insurance agencies offers customized email campaigns that enhance client engagement and retention. From informative newsletters to exclusive offers, our content is crafted to captivate your audience and keep your independent insurance or title agency top of mind. We can create an email marketing strategy that delivers on your goals and brings your agency’s story to life.

By setting up a successful insurance email marketing campaign, agencies can streamline their communication processes, ensure compliance, and achieve higher engagement and retention rates, which will ultimately lead to sustained growth and success. Connect with us today for a free strategy session!