Archive 2024 (56) Improving Customer Retention with Automated Renewal Reminders NEW Unread Email Message Notifications in JenesisNow! Making the Most of ACORD Forms with JenesisNow NEW Copy Function in Client Screen in JenesisNow! NEW Check Register Update in JenesisNow! Join the Jenesis Community Group on Facebook! JenesisNow Product Updates – April 2024 Creating a Content Strategy for Your Insurance Agency Navigating SEO Changes: Preparing Your Insurance Agency for Algorithm Updates NEW Cross-Selling Report Feature in JenesisNow! Improving Quote Accuracy and Speed with Advanced Rater Tools NEW Filter Client’s Policies Feature in JenesisNow! Boosting Online Visibility and Lead Conversion with JenesisReach Building a Community Around Your Brand See what agents are saying about Jenesis Software! Enhancing Customer Service through JenesisSoftware’s Client Portal Crafting an Impactful Digital Customer Journey Boosting Productivity With Automated Insurance Quoting Systems Insurance Agency Marketing Tools to Fuel Growth 3 Tips to Improve Your Insurance Agency’s Customer Experience NEW Invoices Reports Feature in JenesisNow! JenesisNow Product Updates – March 2024 Customer Stories – See what our customers are saying about Jenesis Software! Switching Agency Management Systems – When Is the Right Time? NEW Client and Policy Action Buttons in JenesisNow! Training Your Team for a New Insurance Management System The No Risk Google Business Profile Audit That Every Agency Should Do Insurance Agent Commission Management Made Easy NEW Updates to Marketing Campaign for Commercial Accounts in JenesisNow! NEW Updated Invoices on Receipts in JenesisNow! Text Messaging for Insurance Agents: 4 Tips NEW Add Attachment to Notes in Agency Advantage! NEW Business Owners Policy in JenesisNow! Insurance Software: What Does Your Agency Need in 2024? JenesisNow Product Updates – February 2024 NEW User Credential Shortcut Icon Feature in JenesisNow! Creating a Cohesive Digital Brand Strategy for Your Insurance Agency Insurance Agency Growth: Organic vs. Acquisition Strategies NEW Statement of Auto Coverage for Auto Policies in JenesisNow! NEW Policy and Client Detail Options for Marketing Campaigns in JenesisNow! NEW Ability to Email Carriers from Company Profile in JenesisNow! See what agents are saying about Jenesis Software! Feature Spotlight: Facilitating Client Transactions with Electronic Signature in Jenesis How To Manage the Seasonality of Insurance Sales Effective Time Management Strategies for Busy Insurance Agents Using Google My Business to Boost Local Insurance Agency Visibility Work-Life Balance Tips for Insurance Professionals JenesisNow Product Updates – January 2024 How to Handle Rejection in Insurance Sales NEW Absence Tracking Report on JenesisNow! NEW Marketing Campaign for Insureds with past due payments! Jenesis’ Role in Transforming Your Insurance Agency’s Online Presence See what agents are saying about Jenesis Software! NEW Opt-out Marketing Add-on Feature in JenesisNow! NEW Improved Email/Text interface in JenesisNow! Jenesis Software Launches New C.A.R.E. Program to Foster Workplace Positivity and Support2023 (151) The No Risk Google Business Profile Audit That Every Agency Should Do Today JenesisNow’s Training Program What is JenesisWeb? What is JenesisReach? See what agents are saying about Jenesis Software! NEW Updated Receipts Feature in JenesisNow! NEW Note Feature in Renewing a Policy in JenesisNow! NEW Absence Tracking Feature and PTO hours Feature in JenesisNow! NEW Added an option to Default Auto Policy Terms to 6 Months in JenesisNow! NEW Ability to attach a client or policy-level image to policy in JenesisNow! JenesisClassic Version 23.12.0 Now Available NEW Ability to select all active users as receivers for suspense in JenesisNow! NEW Preferred Name Under Advanced Search in JenesisNow! Happy Thanksgiving from us to you! NEW Dashboard Card for Goals in JenesisNow! NEW Ability to Print Letters Without Letterhead in JenesisNow! What is JenesisNow? NEW Ability to show Producer Commission at policy level! NEW Ability to in Media Files to Top of the Media List! NEW Improved Client Merge feature in JenesisNow! NEW Ability to Link Clients in JenesisNow! NEW Updated Invoice in Jenesis Classic! NEW Rewrite Option to Policy and User Setup in JenesisNow! NEW Updated Commission Report Feature in JenesisNow! NEW Occupation List Ability to merge and make inactive in JenesisNow! NEW JenesisNow Mobile App! NEW Ability to Exclude People from Search and Dashboard in JenesisNow! NEW Single Run Marketing Campaign based on Age Range in JenesisNow! NEW Improved Advanced Search Feature in JenesisNow! NEW Carrier Commission Rate Feature in JenesisNow! NEW Ability to Change Producer Commission Amount in JenesisNow! NEW Medicare Supplement Marketing Campaign in JenesisNow! NEW Hide or Show Deleted GL Listings Feature! NEW Auto Field to Auto Policies in Agency Advantage! NEW Improvement to Notes Feature in JenesisNow! NEW Preferred Name Feature in JenesisNow! JenesisClassic Version 23.10.0 Now Available NEW Send a WeSignature through Text Feature in JenesisNow! NEW End of Day Receipts Feature in JenesisNow! NEW Improved Commission Policy Selection in JenesisNow! NEW User Signature to ACORD 35 in JenesisNow! NEW Set Filter on Suspenses for X number of days in JenesisNow! NEW Removing and Attaching Clients via Email Integration in JenesisNow! Agency admins can now enable Email Integration & switch to JenesisPro pricing! NEW Improvements to Receipts in JenesisNow! NEW Ability to View and Print All Certificate Holders on a Client! Jenesis 23.10.0 Beta Version Now Available NEW Updated Homeowners Policy and now prefills on ACORD 80! NEW No Health Coverage Campaign for Marketing in JenesisNow! The Benefits of Local SEO for Insurance Agencies NEW Added Media/Files Card to Bank Account Section! NEW Added Driver and Vehicle navigation buttons in Personal Auto Policy NEW Added default coverage option for Garage and Dealers policy type! NEW Updated Dwelling Fire Policy and now prefills on ACORD 84! Team Member Spotlight with Noe Navarez – JenesisNow Developer NEW Select All for the certificate holders on for the Acord 25 Feature! NEW Personal Liability Policy Type in JenesisNow! NEW Check box for EFT and updated payment plans in policies in JenesisNow! NEW Transfer a Policy Feature in JenesisNow! NEW Ability to add Beneficiaries to the Life and Term policy screens in JenesisNow! Jenesis Version 23.8.0 Now Available See what agents are saying about Jenesis Software! NEW All Companies Screen Feature in JenesisNow! NEW Changes to the Policy Version List in Jenesis Software! NEW Customer Settings Feature in Agency Advantage! NEW Address for Invoices and Letters Feature in JenesisNow! NEW Updated Single Run Marketing Campaign in JenesisNow! NEW Goals Tracker Feature in JenesisNow! NEW Payment Link in Email Invoices Feature in Jenesis Classic! NEW Dashboard Card that Shows Online Users in JenesisNow! NEW Ability to View Names within Policy Feature in JenesisNow! Lightspeed Voice is offering first month FREE! NEW Updated Invoices Edit Feature in JenesisNow! NEW Acord Forms and Media File Automation Feature in JenesisNow! Jenesis Version 23.6.0 Now Available NEW Texting Card Feature in JenesisNow! NEW Tag Feature for People in JenesisNow! See what agents are saying about JenesisNow NEW Merging Lienholders Feature in JenesisNow! NEW Advanced Search for Driver Feature in JenesisNow! Team Member Spotlight with Andy Barefoot – Software Technician / Customer Support NEW Edit Date on Receipts Feature in JenesisNow! NEW Email Attachment Feature in Agency Advantage! NEW Auto-Save on Policy List Screen Feature in JenesisNow! NEW Marketing Color and Text Feature in JenesisNow! Happy Memorial Day from everyone Jenesis! NEW Split Coverage Screen Feature in JenesisNow! NEW Underlying Policies for Umbrella Policies in JenesisNow! NEW User Profile Feature in JenesisNow! What is JenesisNow? NEW Integration with Lightspeed VoIP Feature in JenesisNow! 100% Risk-Free Way To Get The Perfect Insurance Agency NEW Side Card Feature on Client and Policy Screens! NEW Enhancements to the Letter Templates in JenesisNow! NEW Feature Ability to make a Personal Auto policy a Non-owner policy! Team Member Spotlight with Brian Parker – JenesisNow Developer NEW Feature – Text Users (Agents) from JenesisNow! NEW Added option for Prefer Business Name to show on Dashboard Cards! Licensed Insurance Agent Seeks Remote or North Carolina Opportunity NEW “All” option for sending Jmails in JenesisNow! Increase Your Online Traffic! NEW Commercial and Excess Flood Policies in JenesisNow! NEW Automatic Suspense Option for New Business! NEW Jmail Feature Update in JenesisNow! NEW Commission Feature Update on JenesisNow! Jenesis 23.4.0 Full Version Now Available NEW Preferred Name Field for Clients in JenesisNow! See what our customers are saying about Jenesis! New! Renew Policies with Increments in JenesisNow! See more of what Jenesis customers are saying! New! Windstorm Policy for Commercial Lines in JenesisNow Team Member Spotlight with Russ Cummings – Agency Advantage Developer See what our customers have to say about JenesisNow! New Multiple Violations for Drivers Feature in JenesisNow! New Windstorm Policy Type in JenesisNow! Add Media in a Note in JenesisNow! New Direct Navigation from Follow Ups in Agency Advantage! New Default in Deleted Vehicles in JenesisNow! Garage and Dealers Liability Policy Feature In JenesisNow! New Policy Status Feature in JenesisNow! Text Option for Receipt in Agency Advantage! Updated Acord 127 in Jenesis Classic! Certificate Holder Feature in JenesisNow! Insurance Agency Website Design JenesisNow is JenesisWow! See All New Exciting Demo Video Updated Email and Text Template Feature in JenesisClassic! Jenesis 23.4.0 Beta Version Now Available New Download Reports Feature in JenesisNow! New Commercial Earthquake Policy Type in JenesisNow! New JenesisNow Deceased Status Feature! New Acord 823 Feature in JenesisNow! Team Member Spotlight with Eric Villarreal – Server Administrator / Customer Support Technician New QuickBooks Feature in JenesisNow! New Browser Feature in Agency Advantage! See how we helped our customers! See what our customers are saying about us! New Note Attachment Feature in JenesisNow! Employee Spotlight with Tim Caviness – JenesisNow Developer / Author Ordinaire See what our customers are saying about us! New Letter Template Feature in Jenesis Now! New Pre-Built Reports Feature in JenesisNow! Hosted maintenance upgrade Sunday, January 15 at 6:00pm est Two-Way Text Integration in JenesisNow! New Business Auto Policy Feature in JenesisNow! New Custom Marketing Campaign Feature in JenesisNow! Custom Policy Type Feature in JenesisNow! DocuSign Integration Feature in JenesisNow! Often Overlooked Insurance Agency Management System Features Start the New Year Off Right! Employee Spotlight with Phil Price – Website Design / Digital Marketing Good Morning! Jenesis & Agency Advantage Tech Support will be unavailable 11:45-3:15 EST today2022 (46) JenesisClassic Version 23.2.0 Now Available New Multiple Rate Feature in Jenesis Classic! See how we’ve helped our customers! Adding Producers from Policy Screen in JenesisNow! Jenesis Version 22.12.0 Now Available New Quoting Features in Jenesis Classic! Accounting Feature in JenesisNow! Employee Spotlight with Laraine Mayfield – Account Specialist See how we’ve helped our customers! See Why Agents Love Our Training Videos Such Great and Kind Comments from an Agent Create a Builder’s Risk Policy in JenesisNow Training is not just for agencies new to Jenesis or Agency Advantage Employee Spotlight with Benny Kiser – Senior Software Technician / Customer Support See how we helped more customers New Feature in JenesisNow! See how we helped our customers grow New Feature Alert in JenesisNow! Employee Spotlight with Darren Ridgeway – Software Technician / Customer Support See what customers are saying about how we helped their online presence See what else our customers are saying about how to help them grow Employee Spotlight with Adam Tessener – Senior Software Technician / Customer Support Happy Labor Day! Celebrate a job well done! After all, you deserve it:) See what our customers are saying about how we’re helping them More customers saying how we helped them grow See what else our customers are saying about how to help them grow Employee Spotlight with Nelson Francisco – JenesisClassic Developer Jenesis Version 22.8.0 Now Available What our customers are saying about how we help them grow A big warm welcome to Joe Gauger, our new Account Manager, for Jenesis – The Agency Advantage! Jenesis & Agency Advantage Tech Support will be unavailable Wednesday, July 13 from 11:45 am – 3:15 pm EST Jenesis Software Acquires Search Marketing Resource to Expand Service Offerings Employee Spotlight with Lisa Price – Vice President / Insurance Agent Employee Spotlight with Lisa Gibson – Implementation & Support Manager Happy Memorial Day from Jenesis & Agency Advantage Are you seeing old suspenses? If so, we have a quick fix for you. Employee Spotlight with Eddie Price – President & Founder / Insurance Agent / Programmer Employee Spotlight with Derek Honeycutt – Product Development Manager Get your free copy of “The Fred Factor” Customer Spotlight with Keith Kiser – Owner of The Kiser Agency Employee Spotlight with Christy Alaimo – Account Manager / Insurance Agent Employee Spotlight with Jenna Kleiber – Marketing & Sales Manager Thank you Larry Akins Insurance Agency! Thank you Dublin Insurance Center! New JenesisNow Feature Jenesis Has Partnered with WeSignature2021 (64) Check out the NEW JenesisNow video … Reduce Your Agency’s Workload by 30% – Introducing the Jenesis Client Portal Why J-Linking directly to a policy will no longer work for some carriers Insurance Agency Scripts for (almost) Every Scenario Insurance Cross-Selling Is a Team Effort 10 Tips to Managing a Remote Workforce Core Web Vitals: What You Should Know Is Your Insurance Agency Prepared to Serve Gen Z? Garbage In—Garbage Out: 6 Ways to Keep Your Insurance Agency Management System’s Data Clean 7 Ways You Can “Recession-proof” Your Insurance Agency Which Insurance Designations Matter Most? October Product Updates Get Your Insurance Agency Ready for the Holiday Season How to Handle Insurance Cancellations Stop Selling on Price Google’s Page Experience Update – What It Could Mean for Your Insurance Agency Jenesis 21.11.0 Full Version Now Available How to Successfully Switch Insurance Agency Management Systems How to Know When You Should Fire an Employee Proven Insurance Agency Growth Strategies September Product Updates Leverage Your Data to Sell More Insurance Policies Insurance Agent Compensation Models – Which Is Right for Your Agency? 5 Ways You Can Boost Morale Throughout Your Insurance Agency Insurance Agency Management Systems Aren’t All Created Equal Jenesis & The Agency Advantage Have Combined Forces! Bridging the Gap Between Producers and CSRs How to Best Manage Underperforming Employees Jenesis 21.10.0 Full Version Now Available with 13 Improvements Unbiased Jenesis Video Review 2020 NEW Healthcare Referral Program for Jenesis Agents Builds a Strong Revenue Stream Over Time 8 Referral Strategies You Can Start Today Jenesis notified Tuesday 8/31 of Formstack’s decision to discontinue support of virtual printer – what’s next? When Should You Fire a Client? 6 Ways Your Insurance Agency Can Add Value Agency Leaders: Are You Making These Mistakes? Even Seasoned Insurance Agents Can Learn a Thing or Two July Product Update Jenesis Software Acquires The Agency Advantage, Increasing Their Ability To Serve Independent Insurance Agencies All Over The Country Toxic Traits That Are Killing Your Agency’s Culture Growing an Insurance Agency in 2021 How to Transition From a Captive Agency to an Independent Insurance Agency Toxic Traits That Are Killing Your Agency’s Culture Even Seasoned Insurance Agents Can Learn a Thing or Two Agency Leaders: Are You Making These Mistakes? 6 Ways Your Insurance Agency Can Add Value Jenesis 21.8.0 Full Version Now Available with 14 Improvements Is Your Insurance Agency Maximizing Each Revenue Stream? Teleconferencing Tips for Insurance Agents 8 Ways You Can Love Your Community Well Insurance Niche Marketing 101 What’s Your Unique Selling Proposition? (Hint: It’s Not Just About Giving Good Customer Service) Recent Product Updates Trim the Fat – Things Your Insurance Agency Doesn’t Need in 2021 People, Processes, and Policies Avoid the Summer Slow Down! Time Management for Insurance Agents Cross-selling Insurance – Stop Leaving Money on the Table Avoiding Disaster: The Importance of Backing up Your Data 8 Things Every New Insurance Agency Needs 6 Things Every Insurance Agency Website Should Have Insurance Agency Marketing Strategies That Actually Work 2021 Jenesis User Retreat – We Can’t Wait To See You JenesisClassic – Manage And Track Your Sources2020 (17) Are you a JenesisWeb customer? Either way, you want to see this. Formstack (formerly InsureSign) The Tabs Feature Customize Your Suspense Box Outlook Integration Setting up JLinks Admins! Tell your staff why their JLinks aren’t working! Color Scheme Simply Easier Payments(SEP) Email Verification Noting WINNERS ANNOUNCED on Facebook for the Jenesis Christmas Guess Who Game! Have you been searching for blank and prefilled Acord Forms from the user Dashboard? Do you want to create an email list for an email campaign? Are you receiving Progressive downloads? ACORD End User License for PIA Members Merry Christmas! Play the Original Jenesis Christmas GUESS WHO Game! Happy Labor Day from the Jenesis Team!2019 (22) GMail Integration for JenesisClassic! Linking Profiles If you didn’t attend one of Amy’s sessions you missed out on a lot of fun! Lisa’s review of the 2019 User Retreat! Eddie’s thoughts on the 2019 Jenesis User Retreat Jenesis User Retreat = Success! IMPORTANT: National General Issue with Download Policy Number Formatting Want Eddie’s copy of The 80/20 Principle? FREE to the first one to just ask… National General SmartDrive Program | What is it? Loved this book and I am not in the insurance industry. The chapter on Leadership was very motivating. I have incorporated many of the suggestions for my work. I would encourage anyone to read this book for both personal and work life. A must-have!! Important notice from IVANS about today’s downloads New LIVE Jenesis Training Webinar Series! How to set up your J-Links for Discovery Insurance Company Learn how to become healthy and fit even with a busy work schedule. Need Equipment and/or Software Financing or Leasing? Custom Receipt Message Congrats to Suggs Insurance Agency! Safeco is now available for NC auto rating in Quote Control! How does your current website score? Improved how carriers are copied to other locations The 7 Habits of Highly Effective Insurance Agents Jenesis Software Team Meeting – Tuesday, November 12, from 3:00 – 6:00 pm est2018 (28) Why most agencies use Jenesis in the Cloud Meet Christy Alaimo! Our newest Jenesis team member in Sales & Marketing A Jenesis Cartoon Video from 2013 Rachel’s reply to Eddie’s Product Survey … Pretty Cool If my J-Links is not working, how can I fix it? Check out the new cool Jenesis Chat Feature available to Hosted Users Payment Type Sort Order New Jenesis Tech Support Phone Hours Meet Garrett Lance! The SEO Checklist for Insurance Agencies How to add Custom Tabs to the Commercial Policy Screen Imperial Premium Finance + Jenesis Using the Email List Builder for Mass Emails How to Show & Hide J-Links Passwords Two Cool Features have been released in JenesisNow! What Insurance Agents say about Jenesis The Jenesis Insurance Agency Management System Suspense Feature Jenesis Insurance Agency Management System Reporting Jenesis Insurance Rating Software – Quote Control Paperless with Jenesis Insurance Agency Management Systems Jenesis Automated Notes Options The Jenesis Built-in Email Marketing Feature This is why Benny, Adam, and Derek get 10’s across the board! Jenesis Commercial Certificates of Insurance Comments Jenesis – August Agency Connection Take a look inside the 2018 User Conference Join us on Facebook Jenesis Software Team Meeting – Monday, October 22 at 2:00 pm est2017 (73) Would you give us a review? Downloads – Using Ivans Exchange Merge Clients Tool Searching by Vehicle Number VIN Paid in Full Renewal Report Creating and Emailing Favorite Reports Close and Suspense from Notes Track Credit Card Info Tracking Quotes from the Client Level Linking to Finance Companies Tracking Claims J-Link to Heritage Insurance Prospects by Source Report Searching by Phone Number Process Downloads by Location View Memo’s as PDF’s and Save to Images How to Edit a Certificate Holder Do you have a LinkedIn Business Page? The Value of Adding Chat to your Website Marketing to Previous Customers Exporting Policy Information to Quote Control Track why clients purchase and why they leave Renewal Thank You Letters Reviewing Receipts Be Proactive PIANC 2017 Annual Conference Export any Production Report to Excel Reports- Client Referrals and Quote Referrals Copying Recently Created Acord Forms Introducing the Acord 152 Coming in Version 17.9.0 – Percentage of Premium added to Active Reports Filtering by Policy Status – Version 17.8.0 and higher Creating Invoice Footers – Version 17.8.0 and higher Why Agencies Should Use a Hosted Agency Management System Searching Suspenses – Version 17.8.0 Coming in Version 17.8.0 – Erie J-Links Filter Quote Control by User or Location Introducing Sprucebooks Integration with Jenesis – Invoicing & Payments Made Easy Email Multiple Certificate Holders – Version 17.7.0 Why Visits are So Important for Agency Sales & Marketing Introducing Mobile Apps for Agencies by Jenesis Software Why I Love Trade Shows and Why You Should Too What You Should Do for Your Best Customers Full Coverage and Liability Reports – Coming soon to version 17.7.0 Customer Service The Fish Way Discovery Insurance Cares Ability to Track Reasons for Quotes not Written Acord 36 (Agent Record of Change) is Prefillable Happy Labor Day from Jenesis Software Email ID Cards, Statements of Coverage, Invoices and Receipts Commercial Lines Proposal Feature Sending Certificates to Multiple Holders What do you do for your best customers? Credit Card Payment Options – SpruceBooks Previewing Marketing Emails Cross Selling to Renters New Receipt Email Method Reviewing Commercial Endorsements Viewing Images from Notes Customizing your Main Screen New Business Options Text Message Campaign Cloning Users Batch Scanning in Jenesis Southern General J-Links and Bridging from Jenesis Need a Jenesis Mouse Pad? Adding Addresses to Payees In JBooks – Version 17.3.0 All Active Accounts/Highest Premium – Version 17.3.0 Check out our Acord Library – Version 17.3.0 Search by Certificate Holder – Version 17.3.0 Customize your Main Screen Copy and Paste VIN Numbers Advanced Search Options – Credit Card Certificate Holder List2016 (12) Commercial Evidence of Property – Acord 28 Ability to exchange J-Calendar list box with Pending Expiration List Suspense Filters Ability to Search for Reports Exporting Invoices from Jenesis to QuickBooks Quote Control Letter Improvements Searching by Business Name Bank Account Reconciliation Feature Viewing suspenses from the policy level – Version 17.2.0 Direct Mail Only if No Email Moving through Receipts Payment Posted to Company Feature
