NEW Proposal Feature for Commercial Proposals in JenesisNow!

We have added a proposal feature for commercial insurance proposals in JenesisNow.   Any questions or concerns? Email us at info@jenesissoftware.com!

JenesisNow June Product Update

Cool features  We have added the ability for a user to filter a client’s policy list to show only personal lines policies or only commercial policies or all. The default will be all.  https://youtu.be/Ys_mjxjcwek We have added an option on the policy screen to print a Payment Schedule.  https://youtu.be/LMXPoA2DLlI We have added a help section […]

NEW Help Video In User Accounts List Feature in JenesisNow!

We have added a help section video link at the top of the User Accounts list in JenesisNow!   Any questions or concerns? Email us at info@jenesissoftware.com!

Why SEO for Insurance Agents is Crucial in the Digital Age

In the ever-evolving digital landscape, standing out from the competition is essential for independent insurance agents. Traditional marketing methods, while still valuable, are no longer enough to ensure a steady stream of clients. This is where search engine optimization (SEO) comes into play. SEO isn’t just a buzzword; it’s a powerful tool that can significantly […]

NEW Vehicle ID Card for Multiple Vehicles Feature in JenesisNow!

We have added the ability to generate a vehicle ID card for multiple vehicles at once in JenesisNow!   Any questions or concerns? Email us at info@jenesissoftware.com!

NEW Payment Schedule Feature in JenesisNow!

We have added an option on the policy screen to print a Payment Schedule in JenesisNow!   Any questions or concerns? Email us at info@jenesissoftware.com!

Effective Delegation Techniques for Busy Agency Leaders

As an agency leader, you probably feel like you have to be everywhere all the time. Since this is physically impossible, the next best thing is delegation. You cannot manage client relationships, oversee sales, enforce regulations processes, and keep your team happy by yourself. When you delegate crucial tasks, you sharpen your leadership skills. It […]

Leveraging Data And Analytics For Strategic Growth

Data and analytics play a huge part in running a successful insurance agency. Data, which many people consider just a collection of numbers, is the most important factor for decision-making in an agency. Collecting data can help you find weaknesses in your agency’s communication and approach to new customers. This will allow your agents to target their ideal customer […]

JenesisNow Newsletter – May 2024

JenesisNow May 2024 Newsletter       Any questions? Email us at info@jenesissoftware.com!

JenesisNow May Product Update

Cool features  We have added the ability to have multiple commission tiers for a given carrier.  https://youtu.be/omjZhpgtGj0 We have added notifications of how many unread messages to the email option on the left main right sidebar as well as an unread emails dashboard card.  https://youtu.be/5thmDrL6S7Q Users are now able to see all the policies associated […]