# Jenesis Software Software Reviews, Demo & Pricing - 2026

> Review of Jenesis Software Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Source: https://www.softwareadvice.com/insurance/jenesis-agency-management-profile

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Jenesis Software

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Overview

[Reviews](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/reviews/)[Alternatives](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/alternatives/)

# Jenesis Software 2026: Benefits, Features & Pricing

Wondering if Jenesis Software is right for your organization?

Our Insurance Software selection experts can help you in 15 minutes or less.

On this page

-   Overview
    
-   User Interface
    
-   Popular Alternatives
    
-   Pricing and Plans
    
-   Features
    
-   Integrations
    
-   User Reviews
    
-   Popular Comparisons
    

## Overview

Jenesis Software

4.7

[(284)](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/reviews/)

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.

Wondering if Jenesis Software is right for your organization?

Our Insurance Software selection experts can help you in 15 minutes or less.

## Jenesis Software User Interface

## Popular Jenesis Software Alternatives

Main Product

Jenesis Software

4.7

[(284)](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/reviews/)

Ratings Breakdown

-   4.74Ease of use
-   4.74Value for money
-   4.88Customer support
-   4.62Functionality

Pricing

Starting at $50.00 per month

Get Price

Alternative Product

[EZLynx](https://www.softwareadvice.com/insurance/ezlynx-profile/)

3.7

[(74)](https://www.softwareadvice.com/insurance/ezlynx-profile/reviews/)

Ratings Breakdown

-   3.66Ease of use
-   3.37Value for money
-   3.31Customer support
-   3.35Functionality

Pricing

Available upon request

Get Price

Alternative Product

[ePayPolicy](https://www.softwareadvice.com/insurance/epaypolicy-profile/)

4.9

[(258)](https://www.softwareadvice.com/insurance/epaypolicy-profile/reviews/)

Ratings Breakdown

-   4.90Ease of use
-   4.77Value for money
-   4.83Customer support
-   4.77Functionality

Pricing

Starting at $25.00 per month

Get Price

Alternative Product

[Macaw](https://www.softwareadvice.com/product/266247-Macaw/)

3.6

[(22)](https://www.softwareadvice.com/product/266247-Macaw/#reviews)

Ratings Breakdown

-   3.23Ease of use
-   3.60Value for money
-   3.57Customer support
-   3.18Functionality

Pricing

Available upon request

Get Price

Alternative Product

[NowCerts](https://www.softwareadvice.com/insurance/nowcerts-profile/)

4.8

[(150)](https://www.softwareadvice.com/insurance/nowcerts-profile/reviews/)

Ratings Breakdown

-   4.68Ease of use
-   4.91Value for money
-   4.90Customer support
-   4.70Functionality

Pricing

Starting at $99.00 per month

Get Price

Alternative Product

[Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/)

4.2

[(141)](https://www.softwareadvice.com/insurance/applied-epic-profile/reviews/)

Ratings Breakdown

-   3.84Ease of use
-   3.73Value for money
-   4.20Customer support
-   4.06Functionality

Pricing

Starting at $1000.00 one time

Get Price

## 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

Read More

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

Read More

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

## 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

Integration rated undefined from -1 review

QuickBooks Online Advanced

Integration rated undefined from -1 review

Zaper

Integration rated undefined from -1 review

QuickBooks Desktop

Integration rated undefined from -1 review

Docusign

Integration rated undefined from -1 review

Lightspeed

Integration rated undefined from -1 review

See all 11 integrations

## Jenesis Software User Reviews

Overall Rating

4.7

Ratings Breakdown

5

75%

4

23%

3

1%

2

1%

1

0%

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

4

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

4

Ease of use

5

Value for money

5

Customer support

3

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

Read More

MJ

Md Mahbubul Alam J.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 2 years

Review source

Reviewed June 2026

Amazing management tools for an insurance agency

5

Jenesis Software is a highly intuitive, easy-to-use insurance agency management system (AMS) tailored for small to mid-sized independent agencies. The platform is widely praised for its exceptional customer support and streamlined daily operations.

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

Functionality

Pros:

The web-based system (JenesisNow) is highly user-friendly and approachable, allowing agents to navigate easily and locate client information. The support team is frequently highlighted as being highly patient, accessible, and knowledgeable when agents need assistance.

Cons:

Sometimes, I found the system can experience temporary freezing or slowdowns. Otherwise everything is fine

Reasons for switching to Jenesis Software

their system was so slow and having issue with acords

Read More

SG

Suellen G.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed March 2023

Sue's Review

5

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

5

Ease of use

5

Value for money

5

Customer support

5

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

Read More

TE

Terrence E.

Verified reviewer

Insurance

11-50 employees

Used daily for less than 12 months

Reviewed July 2025

PMA'S REVIEW

4

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

5

Ease of use

5

Value for money

4

Customer support

4

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.

Read More

AR

Ariana R.

Verified reviewer

Insurance

11-50 employees

Used daily for less than 6 months

Review source

Reviewed January 2025

Better System

4

Like the system. Easy to learn. Good features.

Ratings Breakdown

5

Ease of use

4

Value for money

5

Customer support

5

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

Read More

AM

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!

5

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

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

4

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.

Read More

IA

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!

5

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

4

Ease of use

5

Value for money

5

Customer support

4

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.

Read More

DO

David O.

Verified reviewer

Insurance

Self-Employed

Used weekly for less than 6 months

Reviewed July 2025

My Agency Control

5

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

Ratings Breakdown

4

Ease of use

5

Value for money

5

Customer support

4

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.

Read More

JC

Jessica C.

Verified reviewer

Insurance

Self-Employed

Used daily for less than 2 years

Review source

Reviewed January 2025

Jenesis software a must-have!!

5

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

Ratings Breakdown

5

Ease of use

4

Value for money

4

Customer support

5

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

Read More

ce

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!

5

Ratings Breakdown

5

Ease of use

5

Value for money

5

Customer support

5

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!

Read More

Showing 1 - 10 of 284 Reviews

[See All Reviews](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/reviews/)

## Jenesis Software Popular Comparisons

[EZLynx vs Jenesis Software](https://www.softwareadvice.com/insurance/ezlynx-profile/vs/jenesis-agency-management/)[ePayPolicy vs Jenesis Software](https://www.softwareadvice.com/insurance/epaypolicy-profile/vs/jenesis-agency-management/)[Macaw vs Jenesis Software](https://www.softwareadvice.com/compare/62001-jenesis-agency-management/vs/266247-Macaw/)[NowCerts vs Jenesis Software](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/vs/nowcerts/)[Applied Epic vs Jenesis Software](https://www.softwareadvice.com/insurance/applied-epic-profile/vs/jenesis-agency-management/)[HawkSoft CMS vs Jenesis Software](https://www.softwareadvice.com/insurance/hawksoft-profile/vs/jenesis-agency-management/)[Sembley vs Jenesis Software](https://www.softwareadvice.com/compare/62001-jenesis-agency-management/vs/450093-Sembley/)[Agency Matrix vs Jenesis Software](https://www.softwareadvice.com/insurance/agency-matrix-profile/vs/jenesis-agency-management/)

[Compare All Alternatives](https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/alternatives/)

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