--- title: "Jenesis Software Software Reviews, Demo & Pricing - 2026" description: "Review of Jenesis Software Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/insurance/jenesis-agency-management-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Insurance Software](https://www.softwareadvice.com/insurance/) / Jenesis Software Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. 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 Review From $50-$70/month 2 plans 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 user 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 [(75)](https://www.softwareadvice.com/insurance/ezlynx-profile/reviews/) Ratings Breakdown - 3.68Ease of use - 3.39Value for money - 3.34Customer support - 3.37Functionality 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 [(142)](https://www.softwareadvice.com/insurance/applied-epic-profile/reviews/) Ratings Breakdown - 3.85Ease of use - 3.74Value for money - 4.21Customer support - 4.07Functionality 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 Docusign Integration rated undefined from -1 review Lightspeed Integration rated undefined from -1 review RingCentral Engage Digital Integration rated undefined from -1 review See all 10 integrations ## Jenesis Software User Reviews ## Jenesis Software customer ratings - Overall rating: 4.7/5 - Total reviews: 284 ### Rating distribution - 5 stars: 213 reviews (75%) - 4 stars: 64 reviews (23%) - 3 stars: 4 reviews (1%) - 2 stars: 2 reviews (1%) - 1 star: 1 reviews (0%) ### Secondary ratings - Ease of use: 4.7/5 - Value for money: 4.7/5 - Customer support: 4.9/5 - Functionality: 4.6/5 --- ### Jenesis Review - Overall rating: 4/5 - Reviewer: Mitchell H. - Verified reviewer: Yes - Industry: Insurance - Company size: Self-Employed - Product usage: Used daily for less than 2 years - Reviewed: July 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 3/5 #### 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 --- ### Amazing management tools for an insurance agency - Overall rating: 5/5 - Reviewer: Md Mahbubul Alam J. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: June 2026 - Review source details: This review was submitted organically. No incentive was offered 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 - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Sue's Review - Overall rating: 5/5 - Reviewer: Suellen G. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: March 2023 - Review source details: This review was submitted organically. No incentive was offered 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: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### PMA'S REVIEW - Overall rating: 4/5 - Reviewer: Terrence E. - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: July 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### 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. --- ### Better System - Overall rating: 4/5 - Reviewer: Ariana R. - Verified reviewer: Yes - Industry: Insurance - Company size: 11-50 employees - Product usage: Used daily for less than 6 months - Reviewed: January 2025 - Review source details: This review was submitted organically. No incentive was offered Like the system. Easy to learn. Good features. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### 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 --- ### Great Value and Easy To Use - Overall rating: 5/5 - Reviewer: Beck D. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: January 2021 - Review source details: This review was submitted organically. No incentive was offered Absolutely fantastic. Easy to use and understand. The JenesisNow GUI is pleasant and customizable without being overly complex. I did not feel like I was needing to re-invent the wheel. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The ability to store documents related to an individual policy is very important for our agency. We have a number of clients that have multiple properties and other solutions did not allow this feature. We can also "tag" each policy with its address and simply hover over the record to see which property the policy relates to. I also have to mention the ACORD forms are spectacular. #### Cons New and renewal commissions reports are not available unless the underwriting company is downloading comp through IVANS. There is a work around with manual calculations but an automatic process would be better. However, my understanding is that this is in process and may be resolved in the next few months. #### Reasons for choosing Jenesis Software It has the functionality that we really needed without the insane price tag that came with some of the other options. NowCerts was a good option but it is so robust that my staff found the learning curve a bit steep. #### Reasons for switching to Jenesis Software Sold my Allstate agency. Plus eAgent does not have the functionality that we really needed. --- ### Jenesis Never Fails to Amaze Me! - Overall rating: 5/5 - Reviewer: Isaac A. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2025 - Review source details: This review was submitted organically. No incentive was offered 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: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### My Agency Control - Overall rating: 5/5 - Reviewer: David O. - Verified reviewer: Yes - Industry: Insurance - Company size: Self-Employed - Product usage: Used weekly for less than 6 months - Reviewed: July 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### 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. --- ### Jenesis software a must-have!! - Overall rating: 5/5 - Reviewer: Jessica C. - Verified reviewer: Yes - Industry: Insurance - Company size: Self-Employed - Product usage: Used daily for less than 2 years - Reviewed: January 2025 - Review source details: This review was submitted organically. No incentive was offered Overall Jenesis software is on point and offers all need you may have for marketing and software!! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### 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 --- ### Jenesis did wonders for our company! - Overall rating: 5/5 - Reviewer: cayla e. - Verified reviewer: Yes - Industry: Insurance - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2024 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### 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! --- 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/)[tigerlab vs Jenesis Software](https://www.softwareadvice.com/insurance/i2go-profile/vs/jenesis-agency-management/)[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/) ## Other Top Recommended Insurance Software [EZLynx](https://www.softwareadvice.com/insurance/ezlynx-profile/) **3.7** (75) Recently recommended **9** times [Macaw](https://www.softwareadvice.com/product/266247-Macaw/) **3.6** (22) Recently recommended **4** times [Applied Epic](https://www.softwareadvice.com/insurance/applied-epic-profile/) **4.2** (142) Recently recommended **2** times [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/) **4.2** (1003) Recently recommended **0** times Stuck Between Options? 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