Hosted by Eddie Price, founder of Jenesis Software and agency owner with over 30 years of experience, this podcast is packed with proven strategies, success stories, and real-world insights to help you build a high-performing agency that doesn’t burn you out.
Eddie got his start in insurance back in 1989. Since then, he’s started, bought, sold, and scaled multiple agencies—and helped hundreds of other owners do the same. In 1999, he founded Jenesis Software, an agency management system designed specifically for independent insurance agents. Built by an agent, for agents, Jenesis helps you save time, simplify your workflows, and scale your business without sacrificing client service or quality of life.
Each week on the podcast, you’ll hear from real agency owners and industry experts who are successfully navigating the same challenges you face: staffing, marketing, retention, automation, technology, profitability, and more. Whether you’re a solo agent or leading a growing team, this show is here to equip you with the tools and mindset you need to thrive.
If you’ve ever asked yourself…
How can I grow my agency without working longer hours?
What systems do successful agency owners use to stay organized?
How do I get my team to perform consistently?
What should I automate vs. outsource?
Which agency management system will truly support my goals?
...then you’re in the right place.
Eddie’s approach is practical, no-fluff, and focused on helping you make smart, sustainable moves in your agency. His passion is helping agents succeed not just financially, but personally—because you deserve to enjoy the business you’ve built.
Want to simplify your operations and scale with confidence?
👉 Visit jenesissoftware.com and click the orange button to book your free demo. See how Jenesis can help you work smarter, serve better, and finally feel in control of your business.
Follow the Insurance Agency Success Podcast and get ready to grow your agency, increase your freedom, and build something you’re proud of.
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Hosted by Eddie Price, founder of Jenesis Software and agency owner with over 30 years of experience, this podcast is packed with proven strategies, success stories, and real-world insights to help you build a high-performing agency that doesn’t burn you out.
Eddie got his start in insurance back in 1989. Since then, he’s started, bought, sold, and scaled multiple agencies—and helped hundreds of other owners do the same. In 1999, he founded Jenesis Software, an agency management system designed specifically for independent insurance agents. Built by an agent, for agents, Jenesis helps you save time, simplify your workflows, and scale your business without sacrificing client service or quality of life.
Each week on the podcast, you’ll hear from real agency owners and industry experts who are successfully navigating the same challenges you face: staffing, marketing, retention, automation, technology, profitability, and more. Whether you’re a solo agent or leading a growing team, this show is here to equip you with the tools and mindset you need to thrive.
If you’ve ever asked yourself…
How can I grow my agency without working longer hours?
What systems do successful agency owners use to stay organized?
How do I get my team to perform consistently?
What should I automate vs. outsource?
Which agency management system will truly support my goals?
...then you’re in the right place.
Eddie’s approach is practical, no-fluff, and focused on helping you make smart, sustainable moves in your agency. His passion is helping agents succeed not just financially, but personally—because you deserve to enjoy the business you’ve built.
Want to simplify your operations and scale with confidence?
👉 Visit jenesissoftware.com and click the orange button to book your free demo. See how Jenesis can help you work smarter, serve better, and finally feel in control of your business.
Follow the Insurance Agency Success Podcast and get ready to grow your agency, increase your freedom, and build something you’re proud of.
Behind-The-Scenes: Tips to Make More Sales Revealed by the Jenesis Software Sales Team | EP 5
Insurance Agency Success
46 minutes
2 months ago
Behind-The-Scenes: Tips to Make More Sales Revealed by the Jenesis Software Sales Team | EP 5
Sales and marketing strategies are the bread and butter of any successful business. Without a solid plan in place, your products or services may struggle to reach your target audience.
Building relationships during sales calls, being genuine, and having a passion for the product are critical for success. Over the past nine years, Jenesis Software has experienced substantial growth, with increased sales, team members, and services, driven by an emphasis on genuine customer engagement and effective sales strategies, thanks to Jenna Kleiber, Christy Alaimo, and Joe Gauger.
Improving Sales Processes to Build Strong Client (and Potential Client) Relationships
Prioritize genuine conviction in the product being sold
Focus on problem-solving and helping customers rather than chasing monetary gains
Maintain team connectivity and accessibility for a supportive sales environment
Build relationships during sales calls to enjoy the process
Be genuine and authentic when engaging with customers in a sales role
Celebrate sales success and goal achievement to boost morale
Have conviction in the product being sold and provide good service for successful outcomes
Listen in to learn their advice to guide your team to increase sales and build your customer list. Balancing sales calls and account management tasks requires a blend of responsibilities, such as handling emails, managing accounts, and conducting demos to engage potential clients.
Mastering the Art of Sales Calls and Follow-Up
(00:11:26) Strategies for Juggling Sales and Account Management
(00:15:18) Prioritizing Genuine Conviction in Sales Practices
(00:20:37) Building relationships for successful software sales calls
(00:23:32) Passion and Conviction in Sales Process
(00:30:32) Fulfillment and Motivation through Sales Success
(00:32:15) Exponential Expansion and Service Diversification
(00:42:26) Authenticity Over Profit: Selling with Conviction
Want to cut to the chase? Key takeaways from this episode include the importance of honesty, transparency, and treating clients how you would want to be treated. Building genuine relationships, focusing on problem-solving rather than just chasing profits, and creating wow moments during demos are crucial for success. Agency owners can benefit from prioritizing client needs, maintaining a genuine passion for their product or service, and staying focused on day-to-day tasks while also keeping an eye on strategic growth opportunities.
Connect with Eddie Price and Jenesis Software:
LinkedIn: https://www.linkedin.com/in/eddierprice/
The Perfect Insurance Agency Book: https://www.amazon.com/Perfect-Insurance-Agency-Changes-Success/dp/0578485753
Agency Management Software: https://www.jenesissoftware.com/
Book Your Demo of Jenesis Software today: https://www.jenesissoftware.com/request-demo-2/
YouTube: https://www.youtube.com/@JenesisSoftware
Insurance Agency Success
Hosted by Eddie Price, founder of Jenesis Software and agency owner with over 30 years of experience, this podcast is packed with proven strategies, success stories, and real-world insights to help you build a high-performing agency that doesn’t burn you out.
Eddie got his start in insurance back in 1989. Since then, he’s started, bought, sold, and scaled multiple agencies—and helped hundreds of other owners do the same. In 1999, he founded Jenesis Software, an agency management system designed specifically for independent insurance agents. Built by an agent, for agents, Jenesis helps you save time, simplify your workflows, and scale your business without sacrificing client service or quality of life.
Each week on the podcast, you’ll hear from real agency owners and industry experts who are successfully navigating the same challenges you face: staffing, marketing, retention, automation, technology, profitability, and more. Whether you’re a solo agent or leading a growing team, this show is here to equip you with the tools and mindset you need to thrive.
If you’ve ever asked yourself…
How can I grow my agency without working longer hours?
What systems do successful agency owners use to stay organized?
How do I get my team to perform consistently?
What should I automate vs. outsource?
Which agency management system will truly support my goals?
...then you’re in the right place.
Eddie’s approach is practical, no-fluff, and focused on helping you make smart, sustainable moves in your agency. His passion is helping agents succeed not just financially, but personally—because you deserve to enjoy the business you’ve built.
Want to simplify your operations and scale with confidence?
👉 Visit jenesissoftware.com and click the orange button to book your free demo. See how Jenesis can help you work smarter, serve better, and finally feel in control of your business.
Follow the Insurance Agency Success Podcast and get ready to grow your agency, increase your freedom, and build something you’re proud of.