NEW Add Attachment to Notes in Agency Advantage!

Added an attachment dropdown selection to the Notes form. Any questions? Email us at info@agencyadvantage.com!

NEW Business Owners Policy in JenesisNow!

We have enabled setting default coverages for Business Owners Policies. We have also renamed Business Owner BOP to Business Owners Policy. Any questions or concerns? Email us at info@jenesissoftware.com!

Insurance Software: What Does Your Agency Need in 2024?

The insurance industry is like a living organism. It is constantly growing, evolving, and adapting to different circumstances. When insurance agencies do not keep up with these changes, they ‘die’ because their growth stalls. Agencies that go with the flow, so to speak, continue to evolve with the times. This allows them to grow stronger […]

JenesisNow Product Updates – February 2024

  Noteworthy Enhancements We have enabled setting default coverages for Business Owners Policies. We have also renamed Business Owner BOP to Business Owners Policy. We have added a shortcut icon to the navigation bar to quickly access your user credentials.   View Demo We have added more policy and client detail options for users to choose […]

NEW User Credential Shortcut Icon Feature in JenesisNow!

We have added a shortcut icon to the navigation bar to quickly access your user credentials. Any questions? Let us know! Email us at info@jenesissoftware.com!

Creating a Cohesive Digital Brand Strategy for Your Insurance Agency

If you ask any big corporation why they spend so much money on branding and marketing, they will probably all have the same answer: consistency and impact. A well-thought-out digital brand strategy creates a public perception of a business. And it is up to each company what that perception will be. Digital marketing also leaves […]

Insurance Agency Growth: Organic vs. Acquisition Strategies

Running a business requires a lot of blood, sweat, and even tears. It requires money for practical things like furniture, electronics, and staff. It needs a proper recruitment process and marketing strategy. And most importantly, running a business depends on efficient customer retention. It is no different in the insurance industry. If you run an […]

NEW Statement of Auto Coverage for Auto Policies in JenesisNow!

We have added a Statement of Auto Coverage for auto policies in the Actions card.   Any questions or comments? Email us at info@jenesissoftware.com!

NEW Policy and Client Detail Options for Marketing Campaigns in JenesisNow!

We have added more policy and client detail options for users to choose to merge into the email and text campaigns in JenesisNow!   Any questions or comments? Email us at info@jenesissoftware.com!

Using Google My Business to Boost Local Insurance Agency Visibility

2024 just started, and insurance agencies are already competing for space on Google’s first page. They use innovative marketing ideas, SEO strategies, and advertising to target Gen Z. But what some insurance agencies neglect to do is create a simple Google Business Profile (formerly Google My Business). This profile is a free marketing tool that […]