Our live webinar is happening TOMORROW! Do you know which goals and metrics really matter when measuring the success of your insurance agency? Join us tomorrow to learn how to define success, set meaningful goals, monitor the right metrics, and use those insights to guide your agency’s growth. Plus, get a behind-the-scenes look at how Jenesis Software measures its own success. Wednesday, September 23rd at 2:00 PM EST […]
“Overall, I am very pleased with the software. It keeps track of our customers nicely. Drafting accord forms are easy. Time tracking for workers is nice as well (daily time and absence tracking). Also, the calendar which can be seen on the dashboard screen is very helpful. All are features that are used daily and we appreciate the software.” Why This Customer Feedback Matters Every minute saved allows […]
Discover how using your team’s strengths can build a stronger, more successful insurance agency.
Has AI made SEO less valuable for insurance agencies? The answer depends on your strategy. Learn what changed in search, why local visibility still matters, how long SEO takes to produce results, and when investing in it makes sense for your agency.
What does a successful insurance agency really look like—and how do you know if you’re getting there? Join us to discover how to define success, set meaningful goals, and track the metrics that matter most for your insurance agency. Learn what you should be measuring and monitoring to better understand your agency’s performance and make more informed decisions for growth. What you’ll learn: Defining Agency Success: Learn how […]
12 Insurance Agency Growth Strategies You Can Put to Work Now
Over the past year, I’ve sat down with agency owners and industry leaders who have built strong businesses in very […]
She Built 3 Insurance Agencies and Bought 8 More Books—Here’s What Worked | EP 25
There are plenty of ways to grow an insurance agency. You can build a book of business from scratch, pursue […]
How to Build an Insurance Agency That Lasts 51 Years | EP 24
There’s always another tool, marketing strategy, or technology promising to change the way agencies operate. But after more than five […]