Updated JE Client Info

JE Client Info
P&C Campaign
Email Template #1:
Subject: Websites for p&c agencies with less than 10 employees
Hi {{ contact.name }},
Nancy here with JenesisWeb. Were a North Carolina based company that specializes in
websites for small p&c insurance agencies (less than 10 employees).
I was doing some research on your agency and thought Id reach out to see if youd be
interested in a special promo were running this month.
Heres the deal: if you buy a website from us before Oct 1st youll save 50% off the setup fee.
That could be as much as a $500 savings, depending on which package you choose.
What makes our websites different is that we actually have a licensed p&c agent review all the
content and pages on our site so it actually feels like someone at your agency wrote it!
Plus, our rates are affordable for smaller agencies monthly rates range from $59 to $99.
Here are some websites weve built:
garysinsuranceagency.com
dixonins.net
Jonesinsuranceagency.net
724 7650543 101
As you can see theyre modern and look great on desktop and mobile devices.
If youre interested simply reply to this email with yes, Im interested and Ill arrange a
time for you to meet with our website consultant (who is also a licensed agent).
Her name is Jenna and she grew up in the insurance industry (her Dad owns Carolina
Insurance) so shes very familiar with your business.
The meeting with Jenna is no obligation. Its just a chance for you to learn more about our
websites to see if theyd be a good fit for you.
Let me know if you have any questions!
Thanks,
Nancy
-JenesisWeb
294 South Broadway
Forest City, NC 28043
P.S. Have you ran your website through the Website Grader? Its free and only takes about 10
seconds to get your results. To get your grade click here and enter your URL.
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What was your score? Youll notice all the sites we build are at least a 90.
Email Template #2:

Subject: Following up on my email
I just wanted to follow up on the email I sent you a couple days ago. The one about the special
deal were running for insurance websites.
If you missed that email heres the deal:
Were offering up to $500 off our website packages this month.
You can see samples of some of the sites weve built for other agents here:
dixonins.net
Jonesinsuranceagency.net
As you can see theyre modern and look great both on desktop and mobile devices.
Also, our turnaround time is very fast: for example if you were to place your order tomorrow we
could have your site done within 10 business days!
724 7650543 101
If youre interested in taking advantage of this deal then simply reply back with yes, Im
interested and Ill arrange a time for you to meet with our Website Consultant, Jenna.
The consultation is no obligation, its just a chance for you to learn more about our websites to
see if theyd be a good fit for you.
Thanks,
Nancy
-JenesisWeb
294 South Broadway
Email Template #3:

Subject: One final attempt...
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I just wanted to follow up on the voicemail I left you about the deal were offering to agents on
our insurance websites.
If youre not interested feel free to just hit reply and say no thanks.
But if youre on the fence and wondering if itd be worth it to talk to our friendly, and
knowledgeable, Website Consultant, then consider this:
Youll likely save money by switching your website to use since our monthly rates are
only $59 to $99/month.
We strive to go the extra mile for you and you can trust that our team of experts will be
responsive to any website change requests you have.
If you act now you can save up to $500 on the setup fee.
Since we write the content on your website its your opportunity to not only refresh the
look of your site but also the tone and voice of your content.
Were fast! Our turnaround time for websites is just 10 days. So this can be quick and
painless!
If you want to learn more simply reply back with yes, lets chat. And Ill coordinate a call with
our Website Consultant, Jenna.
The meeting is no obligation, its just a chance for you to learn more about our websites to see if
theyd be a good fit for you.
Thanks,
Nancy
724 7650543 101
-JenesisWeb
294 South Broadway
Revised Access to Cindys Calender

In order to access Cindys calender, you will need to be logged in LFOs account
Username: sampleLFOtraining
Password: 20nsolari08LFO
Then you will click on the following link to access Cindys calender
https://www.google.com/calendar/render?
cid=Y2luZHlAamVuZXNpc3NvZnR3YXJlLmNvbQ&invEmailKey=nancyjsolari@yahoo.com:77bedfce
3d2b8e553e04e1d70677d50e32104ab8
Email account information
https://sso.secureserver.net/?realm=pass&app=email
Username: nancy@jenesissoftware.net
Password: Jenesis123
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Website Campaign:
Website Voicemail Script:
Hi, this is Nancy/Neil from Jenesis Software.
I just wanted to touch base and make sure you got my email about how were
offering up to $500 off our website packages to the first 6 Jenesis clients who
respond.
If youd like to learn more information or schedule a free consultation, please call
828-245-1171 and ask for Cindy or send an email to cindy@jenesissoftware.net.
Thanks and have a great day!
Website Phone Script:

I just wanted to follow up and make sure you've received the email we sent you.
(Note: if they have not received an email from us, confirm what is the best email for
us to send the information to)
<Answer>
Great.
Well the reason for my call is to let you know about how were offering up to $500
off our website packages to the first 6 Jenesis clients who respond.
I'd like to schedule a time for you to speak with Cindy. Consultation is no obligation
and free, its just a chance for you to learn more about our websites to see if theyd
be a good fit for you.
Do mornings or afternoons work better for you?
(Note: At this point, you will confirm a day and time that works for the prospect and
Cindys schedule. If the lead asks for more information about the benefits of the
website, you can look below. **When confirming an appointment, it is always
important to remember to ask open ended questions, such as "Does morning or
afternoon work better for you", "Would this week or next week work better for you"
or "Does tomorrow at 1pm or next Monday at 10am work better for you"? You want
to stay away from asking questions that will lead the prospect to answering yes or
no.)
Our Elite Website Packages includes:
Professionally Designed Insurance Website

Unlimited Monthly Website Updates
Mobile-Friendly Design
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Blog Page Setup

SEO Optimized Content
Social Media Integration
Facebook Business Page Setup
1-hour Social Media Strategy Call
1-hour Blogging Strategy Call
Email Opt-In Forms Added to Website
Online Chat Support and Phone Support
Holiday Emails You Can Send to Clients
Custom Insurance Content for Your Website
And more!
If you would like more information on Jenesis websites you can go
to: http://www.jenesissoftware.com/websites-price/
So based on that, would you be interested scheduling a consultation with Cindy?
<yes/no/maybe>
If yes, great. When is a good time for you?
NOTE: You will want to ask to schedule a consultation with Cindy. Remember to not ask a close
ended question that would resolve in a yes or no, but rather you would want to answer an open
ended question that will guide them to schedule consultation.
Note: For your information only in understanding the Jenesis Website campaign in more detail
you can go to the Free Report: http://www.jenesissoftware.com/free_report/ (we plan to use this
as a lead magnet in some of the other website marketing campaigns we're doing). But if you
want to use it in your appointment setting efforts let me know. I attached a copy just in case.
(Note: at this point you will reference Cindys calendar to find a time that both
people are available.
Access to Cindys Calendar:
https://calendar.google.com/calendar/render?
cid=Y2luZHlAamVuZXNpc3NvZnR3YXJlLmNvbQ&invEmailKey=nancyjsolari@yahoo.com:c4c280a1
c76ab11c64ce6eabbab6a850a0837172#main_7
Step 1: If it prompts you to add Cindys calendar to your calendar, click yes. You should have access to
the calendar after. It will show up as Jenesis Software Calendar in the section listed Other Calendars
on the left hand side of the site.
For each consultation you will want to note in Cindys calendar the following:
1.Consultation
2. Lead's first and last name
3. Preferred phone number for the day of the consulation
4. Date and time of the consulation
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Website Pricing:
The special offer we're running is as follows:
If an existing Jenesis client buys a website they will get 50% off their setup fee (the monthly fee doesn't
change).
Prices are listed here: http://www.jenesissoftware.com/websites-price/
I'll also list them here:

------------------Basic Website Package: $299 setup + $59/month (so they would save $150)
Premium Website Package: $599 setup + $79/month (they would save $300)
Elite Website Package: $999 setup + $99/month (they would save $500)
Website Email Template:
Email 1 Initial Template:
Subject Line: Special for Jenesis clients only (6 available)
Nancy here with Jenesis. I hope you had a good 4th of July!
Were running a special Independence Day Sale to honor independent agents and
wanted you to be one of the first to know about it.
Heres the deal: were offering up to $500 off our website packages to the first 6
Jenesis clients who respond.
Our Elite Website Packages includes:
Professionally Designed Insurance Website

Unlimited Monthly Website Updates
Mobile-Friendly Design
Blog Page Setup
SEO Optimized Content
724 7650543 101
Social Media Integration

Facebook Business Page Setup
1-hour Social Media Strategy Call
1-hour Blogging Strategy Call
Email Opt-In Forms Added to Website
Online Chat Support and Phone Support
Holiday Emails You Can Send to Clients
Custom Insurance Content for Your Website
And more!
Youll enjoy the same great level of service as a Jenesis Web client as youve come
to expect as a Jenesis Software client.
Plus, its nice to consolidate and have your management system and website with
one company.
Heres a few examples of sites weve built for other Jenesis clients:
dixonins.net
Blueassoc.com
As you can see theyre modern and look great on desktop and mobile devices.
If youre interested in taking advantage of this deal then simply reply back
with yes, Im interested and Ill arrange a time for your free Website
Consultation.
The Consultation is no obligation, its just a chance for you to learn more about our
Let me know if you have any questions!
Thanks,
Nancy
724 7650543 101
-JenesisWeb
294 South Broadway
Email 2 Follow up #1 (Restating the Special)

Subject: Following up on my email
I just wanted to follow up on the email I sent you a couple days ago. The one about
the special deal were running for Jenesis clients.
If you missed that email heres the deal:
Were offering up to $500 off our website packages to the first 6 Jenesis
clients who respond.
You can see samples of some of the sites weve built for other Jenesis clients here:
dixonins.net
Blueassoc.com
As you can see theyre modern and look great both on desktop and mobile devices.
And since its Summer time our turnaround time is very fast: for example, if you
were to place your order today we could have your site done within 10 days!
If youre interested in taking advantage of this deal then simply reply back
with yes, Im interested and Ill arrange a time for your free Website
Consultation.
724 7650543 101
Thanks,
Nancy
-JenesisWeb
294 South Broadway
Email 3 Final Follow-up (Regarding Special Offer)

Subject: One final attempt...
I just wanted to follow up on the voicemail I left you about the deal were offering to
existing clients who want to bring over their website over to Jenesis.
If youre not interested feel free to just hit reply and say no thanks.
But if youre on the fence and wondering if itd be worth it to switch your site to
Jenesis then consider this:
Youll save time and money by bundling your management system and website into
one company. Its one less phone call to make!
You already know how we strive to go the extra mile for you and you can expect
that same great level of service with your website.
Our prices are very reasonable (only $99/month) and remember you save up to
$500 if you act now.
Since we write the content on your website its your opportunity to not only refresh
the look of your site but also the tone and voice of your content.
724 7650543 101
Were fast! Our turnaround time for websites is just 10 days. So this can be quick
and painless!
If you want to learn more simply reply back with yes, lets chat. And Ill coordinate
a Website Consultation with one of our web specialists.
Thanks,
Nancy
-JenesisWeb
294 South Broadway
Insurance Software Campaign:

Insurance Voicemail Script:
For voicemail:
I just wanted to touch base and make sure you got my email about the new cloudbased version of our AMS we recently released called JenesisNow.
Unlike most management systems, Jenesis was created by an agent for agents.
Many agents who switch to us are seeing significant cost savings because we
charge by location, not by user. Plus, you only pay for the features you use.
And so were reaching out to a select group of agents like yourself who we think
would be a good fit for our system with a special offer that Id love to tell you about.
If youd like to learn more information or schedule a demo please call 828-245-1171,
extension 107 and ask for Eddie Price or send an email to
nancy@jenesissoftware.net.
Thanks and have a great day!
Insurance Phone Script:
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For phone calls:

I just wanted to follow up and make sure you've received the email we sent you.
(Note: if they have not received an email from us, confirm what is the best email for
us to send the information to)
<Answer>
Great.
Well the reason for my call is to let you know about a new cloud-based version of
our AMS we recently released called JenesisNow. I'd like to scehdule a time for our
President Eddie Price to walk you through a demo of the program. Do mornings or
afternoons work better for you?
(Note: At this point, you will confirm a day and time that works for the prospect and
Eddie's schedule. If the lead asks for more information, continue with the script
below. **When confirming an appointment, it is always important to remember to
ask open ended questions, such as "Does morning or afternoon work better for
you", "Would this week or next week work better for you" or "Does tomorrow at 1pm
or next Monday at 10am work better for you"? You want to stay away from asking
questions that will lead the prospect to answering yes or no.)
Unlike most management systems, Jenesis was created by an agent for agents. Our
president, Eddie Price still owns his agency, Carolina Insurance.
Many agents who switch to Jenesis see significant cost savings for two reasons: 1)
we charge by location, not by user.
And you only pay for the features you use.
But the most common thing we hear from our long-time clients, agents who have
been with us 10-12 years, is that they enjoy the personal relationship they get with
us. Since were not a $400 million company with thousands of employees you can
still just pick up the phone and talk to us without waiting on hold forever. And most
likely the person on the other end of that phone is already going to be familiar with
you and your agency.
So based on that, would you be interested in seeing a demo of Jenesis next week by
our founder Eddie?
<yes/no/maybe>
If yes, great. When is a good time for you?
(Note: at this point you will reference Eddie's calendar:
http://www.jenesissoftware.com/request-demo. to find a time that both people are
available. For each demo appointment you will want to note in Eddie's calendar the
following:
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1.Software demo
2. Lead's first and last name
3. Preferred phone number for the day of the demo
4. Date and time of the demo
Insurance Email Templates:
Email Template 1: (Initial email)
Subject: Why Other Agents Are Switching To Jenesis
Hi {first name,}
This is Nancy with Jenesis Software. If you havent heard of Jenesis, were known as
the AMS for Agents by Agents (since our founder, Eddie Price of Carolina Insurance,
is an agent himself).
Anyway, the reason for my email is to let you know we recently released a new
cloud-based version of Jenesis called JenesisNow. Instead of spending a fortune to
announce this in all the trade journals, we decided to just email a select group of
agents who we think may be a good fit for us with a crazy offer, which is:
If you switch to Jenesis before July 1, youll get it for just $50/month + no setup fee
(after this initial launch the normal price will be around $200/month plus setup).
When I ask agents why theyve switched to Jenesis, the three most common things I
hear are:
1. We like that its developed by an agent who understands our struggles & needs.
2. Its saved us a lot of money.
3. The service is great (you can actually pick up the phone and talk to us!).
You can hear what other agents say about us here:

http://www.jenesissoftware.com/testimonials/
If youre interested in getting a demo, simply reply with a YES to this email and let
us know what would be your preferred day and time.
If youre not, a simple No thanks will do.
Thanks,
Nancy
--
724 7650543 101
Jenesis Software
294 South Broadway
828.245.1171
Email Template 2: (Follow up email #1)

Subject: Following up
Hi [first name},
I just wanted to follow up on the email I sent you last week about JenesisNow.
In case you missed it, I pasted it below. Let me know if youre interested in talking.
------------This is Nancy with Jenesis Software. If you havent heard of Jenesis, were known as
the AMS for Agents by Agents (since our founder, Eddie Price of Carolina Insurance,
is an agent himself).
Anyway, the reason for my email is to let you know we recently released a new
cloud-based version of Jenesis called JenesisNow. Instead of spending a fortune to
announce this in all the trade journals, we decided to just email a select group of
agents who we think may be a good fit for us with a crazy offer, which is:
If you switch to Jenesis before July 1, youll get it for just $50/month + no setup fee
(after this initial launch the normal price will be around $200/month plus setup).
When I ask agents why theyve switched to Jenesis, the three most common things I
hear are:
1. We like that its developed by an agent who understands our struggles & needs.
2. Its saved us a lot of money.
3. The service is great (you can actually pick up the phone and talk to us!).

If youre interested in getting a demo, simply reply with a YES to this email and let
us know what would be your preferred day and time.
724 7650543 101
Thanks,
Nancy
-Jenesis Software
294 South Broadway
828.245.1171
We went from scratch to 4,500 active customers. And we'd probably be at about
1,000 customers without Jenesis. - Christopher Cook, Owner, Alliance Insurance
Services
Email Template 3: (Follow up to email #2)

Subject: Following up regarding Jenesis Software
Hi {{ first name }},
Just checking in to see if youre getting my emails about the special deal for agents
on our new cloud-based version of our AMS called JenesisNow.
I know youre busy so heres the bottom line:
Jenesis is unique because its an AMS made by an agent, for an agent.

Since were not a massive $400 million company, you can pick up the phone and
talk to a live person without waiting on hold for days!
Youll save a lot of money since we charge by location, not by user.
And right now, were running a special deal on JenesisNow (our new cloud-based
version of the AMS). If you sign up before July 1, youll lock in a rate of just
$50/month plus no setup fee! (after this initial launch the normal price will be
around $200/month plus setup fee).
If youre interested in getting a demo simply reply YES to this email, and let us know
what will be your preferred day and time.
724 7650543 101
Thanks,
Nancy
-Jenesis Software
294 South Broadway
828.245.1171
Services
Services
Objections:
Objection 1: we like our current system
Answer: Ok great, who are you currently with [please note which system they have]? If you found a
system that could do everything your current system does at a lower cost would you be interested in at
least exploring the possibility of changing?
Objection 2: it's too much work to switch over.
Answer: we've migrated hundreds of agencies over to Jenesis and we have a good system down for that
and our team is very helpful.
How to Find a Name from an Email
When we don't have first names, you will notice that most of the emails have first names. If they
don't have their name in the email one trick I use is to use a service called Rapportive. It's a
plugin for Chrome. When you have that installed and you start to compose an email it will find
that person's LinkedIn profile. So you could get the name that way.
Additional JE Client Notes
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If someone wants more information please ask them specifically what they'd like to know and then let
them know you'll send something over. Then email Eddie directly and cc me in with the information you
need.
For more information please ask them to call Eddie directly at 828-245-1171 x107
Watch the client testimonials on this page to get a feel for why people like Jenesis:
The main website is: http://www.jenesissoftware.com/. If they have specific questions
that are not answered on our FAQ page: http://www.jenesissoftware.com/faqs/ please
email Eddie (and cc me in) with your question.
724 7650543 101

Updated JE Client Info

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JE Client Info

Here are some websites weve built:

724 7650543 101

Let me know if you have any questions!

724 7650543 101

Email Template #2:

If you missed that email heres the deal:

Were offering up to $500 off our website packages this month.

724 7650543 101

Email Template #3:

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Revised Access to Cindys Calender

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Website Phone Script:

Professionally Designed Insurance Website

Blog Page Setup

724 7650543 101

I'll also list them here:

Our Elite Website Packages includes:

Professionally Designed Insurance Website

724 7650543 101

Social Media Integration

Let me know if you have any questions!

724 7650543 101

Email 2 Follow up #1 (Restating the Special)

If you missed that email heres the deal:

Email 3 Final Follow-up (Regarding Special Offer)

724 7650543 101

Insurance Software Campaign:

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For phone calls:

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You can hear what other agents say about us here:

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Email Template 2: (Follow up email #1)

You can hear what other agents say about us here:

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Email Template 3: (Follow up to email #2)

Jenesis is unique because its an AMS made by an agent, for an agent.

724 7650543 101

Additional JE Client Notes

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