Jenesis Software 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Jenesis Software

4.7

(283)

Pricing

Starting at $50.00 per month

About Jenesis Software

Jenesis is designed specifically for the independent insurance agency, offering a seamless platform to manage various aspects of insurance agency operations efficiently. Jenesis offers a robust agency management system with a wide array of features tailored to streamline workflows, enhance client relationships, and boost productivity. From policy management and quoting to customer relationship management (CRM) and reporting, Jenesis provides a centralized hub for all essential agency functions. Its intuitive interface and customizable workflows enable users to tailor the system to their specific requirements, enhancing efficiency and productivity. Jenesis' Web-based system offers flexibility allowing agents to work remotely, collaborate seamlessly, and provide superior service to clients on the go. Jenesis also offers website design and digital marketing services making Jenesis a comprehensive solution for insurance agencies.

Jenesis Software Screenshots

Jenesis Software Pricing and Plans

Starting price: $50.00 per month

Free Trial

Free Version

JenesisNow Basic

$50.00

per user, per month

Plan includes:

Carrier Downloads
Media Files
Acord Forms Library
Customizable Reports
Notes
Import Customers/Prospects
Customizable Dashboard
Receipts
Unlimited Data Backup
Premium Finance Integration

JenesisNow Pro

$70.00

per user, per month

Plan includes:

Automated Marketing Campaigns
2-way Emailing and Texting
Commission Manager
Zapier Integration
VoIP Integration
Client Portal
Check Register
Invoicing
End of Day Manager
Carrier Downloads

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Jenesis Software Features

Popular features found in Insurance
Activity Tracking
Audit Trail
Contact Management
Document Management
Insurance Rating
Policy Management
Quotes/Estimates
Self Service Portal
Workflow Management
More features of Jenesis Software
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Alerts/Notifications
Billing & Invoicing
Broker/Agent Portal
Calendar Management
Cancellation Tracking
Claims Management
Claims Tracking
Client Management
Client Portal
Commercial
Commercial Lines
Commission Calculations
Commission Management
Configurable Workflow
Contact Database
Customer Accounts
Customer Database
Customer Portal
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Digital Signature
Document Imaging
Document Storage
Document Templates
Drag & Drop
Electronic Payments
Electronic Signature
Email Management
Email Marketing
For Auto Insurance
For Homeowners Insurance
For Insurance Industry
Forms Management
For Personal Insurance
Insurance Management
Insurance Policy Management
Insurance Policy Processing
Invoice Management
Lead Management
Life & Health
Marketing Automation
Mobile Access
Monitoring
Multi-State
Pipeline Management
Policy Issuance
Property & Casualty
Proposal Generation
Rating Engine
Real-Time Analytics
Real-Time Data
Real-Time Reporting
Referral Tracking
Reinstatement Tracking
Reminders
Renewal Management
Reporting/Analytics
Reporting & Statistics
Risk Assessment
Sales Reports
Search/Filter
Secure Login
SSL Security
Status Tracking
Task Management
Third-Party Integrations
Underwriting Management
User Management

Jenesis Software Integrations

Formstack Sign

QuickBooks Online Advanced

Zaper

QuickBooks Desktop

Docusign

Lightspeed

See all 11 integrations

Jenesis Software User Reviews

Overall Rating

4.7

Ratings Breakdown

75%

23%

Secondary Ratings

Ease of Use

4.7

Value for money

4.7

Customer support

4.9

Functionality

4.6

Mitchell H.

Verified reviewer

Insurance

Self-Employed

Used daily for less than 2 years

Reviewed July 2025

Jenesis Review

Great customer service. Options available if I want to upgrade, but I dont need to pay for options I dont need or use.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Price for what I needed from a AMS was great. The onboarding was easy. Customer support was great. Easy to use

Cons:

Nothing, it does what I need it to do.There is nothing not to like. Its a simple system for basic Agency Management needs.

Reasons for choosing Jenesis Software

Price for the capabilities was by far rhe best, and it has the options that can be added for not much more of a cost if needed

Terrence E.

Verified reviewer

Insurance

11-50 employees

Used daily for less than 12 months

Reviewed July 2025

PMA'S REVIEW

OVERALL WE ARE EXTREMELY HAPPY WITH THE PURCHASE OF JENESIS. WE ARE LESS THAN A YEAR IN, AND CAN ALREADY SEE THE BENEFITS OF THE SYSTEM.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

THE WAY EVERYTHING IS EASILY FOUND IN ONE DATABASE. ESPECIALLY, HOW THE ACTIONS DONE ARE AUTOMATICALLY LINKED TO THE CUSTOMER.

Cons:

IT ISN'T THE MOST USER FRIENDLY INTERFACE, SPECFICALLY WHEN IT COMES TO TRAINING. THE EMAIL CAMPAGIN ARE ALSO DIFFCULT TO WORK.

Reasons for switching to Jenesis Software

WE WANTED A SYSTEM THAT WAS SERVER-LESS, AND COULD BE CUSTOMIZED.

Suellen G.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed March 2023

Sue's Review

I've been using Jenesis Classic since 1999. Just recently changed to JenesisNow. There is a difference, but I got this. If I have an issue, I just pick up the phone and their there to help. Always friendly service and very helpful. If your not using Jenesis you need to check them out.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

All your client information is right there for you. You don't have to go and look for it. If you need to pull info up on company side, it's just a click away

Cons:

There are a few things different in JenesisNow than Classic. Its just gonna take a few times to get used to it

Ali M.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 2 years

Review source

Reviewed September 2024

Easy to use, great customer service!

It's been great. Glad to have made the switch!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use. This system is straightforward.

Cons:

Sometimes the policy types come across as something different.

Reasons for switching to Jenesis Software

Epic was expensive and some of the features were unused. Their customer service was less than ideal as well.

Ariana R.

Verified reviewer

Insurance

11-50 employees

Used daily for less than 6 months

Review source

Reviewed January 2025

Better System

Like the system. Easy to learn. Good features.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's easy to use once you're trained on how to use the system,

Cons:

Can't see who viewed policy last on client's policy.

Reasons for switching to Jenesis Software

Management made the decision to change because of constant mishaps.

Vendor Response

Thank you, Ariana! We are so grateful for your feedback. Welcome to the Jenesis family!

Replied January 2025

Isaac A.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed July 2025

Jenesis Never Fails to Amaze Me!

I use this program everyday and have for nearly 4 years now. Without it, my workload would be significantly less organized. Overall, this system is fantastic.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We use a product of Jenesis Software, and it is awesome. It does exactly what it is designed to do. It is awesome for keeping all of our files neat and organized.

Cons:

Every now and then we run into a bug or two, but this is to be expected with any program. Other than this, the program works amazing.

David O.

Verified reviewer

Insurance

Self-Employed

Used weekly for less than 6 months

Reviewed July 2025

My Agency Control

Very good so far. The technical suppot is good and proactive. I can get help when I need it (which is often)

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Product support, relatively easy to use. The navigation is much better than similar sytems that I have used.

Cons:

Some screens are a bit crowded. I use a 27 inch monitor and it's a bit much at times. If I go mobile and use the ipad then there is more on the oage than I want.

Jessica C.

Verified reviewer

Insurance

Self-Employed

Used daily for less than 2 years

Review source

Reviewed January 2025

Jenesis software a must-have!!

Overall Jenesis software is on point and offers all need you may have for marketing and software!!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Jenesis software has a stress-free navigation on their system, and a team ready to help with any needs you may have!! They also send out email blast to your client list which is a wonderful plus!!

Cons:

I preferred the old quote control features!!

Vendor Response

Thank you, Jessica! We are incredibly grateful for your review. Welcome to the Jenesis family!

Replied January 2025

cayla e.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed September 2024

Jenesis did wonders for our company!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Great source to help sort clients and keep notes! The customer service/ tech support team is amazing!

Cons:

I wish the comment box was bigger, but over all no complaints!

Jason B.

Verified reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed September 2024

Jenesis-the answer to your insurance needs

Jenesis is an excellent agency management system. The [sensitive content hidden] of Jenesis knows what insurance agencies need and provides you with the tools to succeed.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Jenesis is very easy to learn and navigate.

Cons:

Sometimes you can not have multiple people processing downloads at the same time

Vendor Response

Thank you for your review, Jason! We are grateful for your feedback and we will take it to continue to improve Jenesis in the future.

Replied September 2024