Exciting New Features: Added the Acord 101 to the client portal when the client has a commercial auto policy. Watch Video Added option to print a fee/coverage consent form for new business and/or renewal personal auto policies when printing a receipt. We will enable a WeSignature option in a future update. Watch Video We have redesigned the JenesisNow menu. Watch Video When clicking on the receipt + button, if the policy is inactive, users will…
Growing your agency is an exciting journey. When you started, maybe it was just you, a laptop, and a handful of loyal clients. You managed everything on spreadsheets or a basic system that did the job just fine. But as you add new clients, hire more staff, and expand your product offerings, that basic system starts to feel a little tight. It’s like trying to fit a growing family into a two-seater convertible—it might have…
http://www.jenesissoftware.com/wp-content/uploads/Marketing-for-Growth_-A-Smarter-Way-to-Grow-Your-Insurance-Agency-Without-Burning-Out.mp3 If you’ve ever felt like marketing your insurance agency is a never-ending game of Whac-A-Mole, you’re not alone. One month you’re chasing Google reviews. The next month you’re tweaking your website. Then someone tells you to start a podcast, post daily on social media, and “just run some ads.” Easy, right? That’s why Marketing for Growth by Iain Ellwood is such a refreshing read. It doesn’t scream “do more.” Instead, it calmly says, “Do the right things,…
http://www.jenesissoftware.com/wp-content/uploads/Fish.mp3 If you’ve ever watched a video of fish flying through the air at Seattle’s Pike Place Fish Market and thought, “That’s entertaining… but what does that have to do with my insurance agency?” you’re exactly who this blog is for. A few years ago, the Jenesis team read Fish! together in our internal book club. At the time, we weren’t looking for a feel-good story. We were looking for practical ideas to help us work better…
http://www.jenesissoftware.com/wp-content/uploads/ElevenLabs_What_Sales_Hood_Taught_Me_About_Growing_Your_Insurance_Agency.mp3 What if I told you there’s a way to build a culture in your insurance agency that almost sells for you? That’s the heart of Sales Hood by Elay Cohen. It’s about building a high-performance sales culture rooted in consistent behavior, clear expectations, and everyday execution. This book isn’t about flashy tactics. It’s about habits. And when those habits are supported by an insurance agency management system like Jenesis Software, and amplified by smart insurance agency…
Exciting New Features: Users can now schedule reports to automatically be sent to themselves by email daily, weekly, monthly, quarterly, or annually. Watch video. Added a marketing campaign for inactive clients so they get automated emails & text to attempt to win back former policy holders. Watch video. Enabled Policies updates sent to Zapier for external integration. All Other Feature Updated the Acord 90 VA and the 90 MA.
http://www.jenesissoftware.com/wp-content/uploads/ElevenLabs_Innovation_at_the_Speed_of_Laughter_Why_the_Best_Insurance_Agencies_Arent_Afraid_to_Smile.mp3 If you think innovation only comes from whiteboards, spreadsheets, and serious-looking meetings, Innovation at the Speed of Laughter by John Sweeney would like a word. Or better yet, a laugh. This is one of those books that sneaks up on you. You pick it up expecting something light and fun, and you walk away realizing laughter might be one of the most underrated leadership and growth tools in business. Especially in insurance, where we tend to…
Meet the Team – Mac Matza Introducing Mac Matza, our talented Web Developer here at Jenesis. Mac’s role goes far beyond building websites. From maintaining updates and improving security to managing hosting and protecting against cyber threats, he ensures every Jenesis site runs smoothly and safely. His work blends technical expertise with creativity — keeping our clients’ online presence secure, fast, and beautifully functional. One of Mac’s favorite parts of working at Jenesis is the…
Meet the Team – Lareina Tang Introducing Lareina Tang, our Content Manager here at Jenesis. Lariena plays a key role in shaping the voice of Jenesis — crafting blog posts, emails, and website content that connect with audiences and drive results. She also reviews team content before it reaches clients, ensuring everything we publish meets the highest standards of clarity, consistency, and creativity. Beyond writing, Lareina manages our SEO efforts, helping clients climb the ranks…
Meet the Team – Julie Luck Introducing Julie Luck, our talented Graphic Designer here at Jenesis Software. Since joining the team in November 2022, Julie has brought creativity and polish to every design project she touches — from social media graphics and flyers to email campaigns and marketing materials. Her work helps visually tell the Jenesis story across every platform and brand. For Julie, the most rewarding part of her role is the creative freedom…