# Compare Jenesis Software vs ePayPolicy 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Jenesis Software and ePayPolicy based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/119068-198072/Jenesis-Software-vs-ePayPolicy --- # Jenesis Software vs ePayPolicy Features and Cost Comparison Last updated March 13th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: Jenesis SoftwareePayPolicy2/4 selected [Jenesis Software](https://www.capterra.com/p/119068/Jenesis-Software/)[4.7 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.9 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) [## Jenesis Software](https://www.capterra.com/p/119068/Jenesis-Software/)[4.7 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting Price $70.00/month Value-for-Money 4.7 Functionality 4.6 Ease of Use 4.7 Customer Service 4.9 Reviews Sentiment Based on [283 reviews](#user-reviews) Positive 276 Neutral 4 Negative 3 [## ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.9 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) Starting Price $25.00/month Value-for-Money 4.8 Functionality 4.8 Ease of Use 4.9 Customer Service 4.8 Reviews Sentiment PG RD SC Based on [247 reviews](#user-reviews) Positive 245 Neutral 0 Negative 2 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. ## Summary * * * Features in Insurance Software Best performer 47 / 50 Only Jenesis Software - Audit Trail - Calendar Management - Claims Management 21 / 50 Only ePayPolicy - API User satisfaction User satisfaction 4.7 User reviews[283](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Ease of use 4.7 Functionality 4.6 Value for money 4.7 Customer support 4.9 User satisfaction 4.9 User reviews[247](https://www.capterra.com/p/198072/ePayPolicy/reviews/) Ease of use 4.9 Functionality 4.8 Value for money 4.8 Customer support 4.8 Price starts from Price starts from $70Per User, Per Month - Free version - Free trial Price starts from $25Per Feature, Per Month - Free version - Free trial Best for Best for Jenesis is best for Independent Insurance Agencies that focus on personal & commercial lines. Best for Independent Agents, MGAs, Brokers, Carriers, Premium Finance Companies ## User reviews Pros & cons JC Jessica C. Owner Principal agent > "Jenesis software has a stress-free navigation on their system, and a team ready to help with any..." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___6645952) JB Jason B. Agent > "Sometimes you can not have multiple people processing downloads at the same time" [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___6509858) SS Stephanie S. Agent/Office Manager > "Overall, we have been able to maintain our book of business through the easy storage of information..." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___4849935) CM Cassidy M. Insurance Agent > "I don't like updates, it can throw me off when I'm in the zone." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___6417304) JC Jessica C. Owner Principal agent > "They also send out email blast to your client list which is a wonderful plus!!" [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___6645952) KW Kristen W. Manager/Agent > "We had a backlog of over a year of business that was not being maintained properly due to our..." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___5079820) Mitchell H. Owner Agent > "Price for what I needed from a AMS was great." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___6866947) RH Roberta H. Insurance Agent > "The web version has nothing that I don’t like about it, I can only say the hosted version, is not as..." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___6265126) DO David O. owner > "The technical suppot is good and proactive." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___6855662) RM Rob M. Insurance Agent > "Sometimes the system will get a little glitchy" [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___6209854) MC Matthew C. Owner / Agent > "Our agency, really enjoys the "Chat" feature, so we can shoot print screens of any issues or error..." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___4539450) CC Charity C. office manager > "Take longer than I like when I am trying to search for a customer" [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___4879266) JK Jason K. Insurance Agent > "Great experience using Jenesis, everything is in one place, easy to access and add too." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___6442371) LS Lindsay S. Agent > "Sometimes Images are slow to load or cant print from but not a huge concern" [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___4649616) TE Terrence E. CFO AND MARKETING MNGR > "OVERALL WE ARE EXTREMELY HAPPY WITH THE PURCHASE OF JENESIS." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___6852076) TC Tia C. Operations Manager > "Sometimes it's bit harder/more technical to configure the dashboard the way I want." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___3766453) Mitchell H. Owner Agent > "Easy to use" [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___6866947) CP Crystal P. Insurance > "The least thing I enjoy about Jenesis is that sometimes it does freeze a little." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___4715516) Mitchell H. Owner Agent > "Customer support was great." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___6866947) DG Dolores G. Insurance Agent > "Not being able to bridge for South Carolina quotes" [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___4521309) DG David G. President > "Jenesis makes it easy to understand your business while also keeping you organized and up to date on..." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___4806184) TB Teresa B. P&C Agent > "It will time out and kick me out of the system a couple of times a day" [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___4684628) CS Cindy S. Office Manager and Agent > "I like how each agent can customise their dashboard to meet their needs." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___6185210) LT Latisha T. Licensed Insurance Agent > "The integration process was not as fast as I would have like." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___4696291) SS Stephanie S. Agent/Office Manager > "This software offers an ease of information needed for our customer's all in one place. " [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___4849935) DC Darlene C. Owner > "Not being able to print out the the consent forms to sign with the receipts." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___3448641) KW Kristen W. Manager/Agent > "Jenesis checked all of my boxes and provided premier customer service." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___5079820) DC Darlene C. Owner > "Not being able to print out the the consent forms to sign with the receipts." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___3448641) TY Tara Y. Insurance Agent > "Overall rating is excellent and would differently recommend Jenesis software." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___6465838) MB Mariah B. Commercial lines CSR > "The tech support system is kind of contrived though so a lot of the smaller issues we just find work..." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___2503400) AR Ariana R. Customer Service Rep > "Good features." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___6655263) JW Jennifer W. Licensed Insurance Agent > "I haven't had any problems or issues that I haven't liked. " [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___3821044) TT Tanner T. Customer Service Rep > "It is simple to use yet very efficient!" [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___6338008) TL Tammy L. agent > "Not having enough time to train properly and having to learn stuff that I should have already known..." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___2919197) AM Ali M. Licensed Producer > "Glad to have made the switch!" [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___6478792) Beck D. Owner > "New and renewal commissions reports are not available unless the underwriting company is downloading..." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___2644569) JE Jennifer E. owner/insurance agent > "We love the ease of having all our customer files all in one easy location to find. " [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___4843706) LVV Laura Vasquez V. Agent > "I had a bad experience using the ITC rater with them" [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___3408266) Carol S. Owner Agent > "The system has helped the office become more organized and also with the media option of less..." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___4679133) DO David O. Insurance Agent/Owner > "It is a lot more expensive compared to what we were using." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___3163742) DP Devin P. CSR > "The Jenesis program is so easy to use and customer service is always available for any issues I have." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___4850342) CB Chris B. Agent > "Some features may not work when maintenance is being performed but that's typical of any software..." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___2730907) Kathleen W. Agent Owner > "I like that it is in my control so no company can turn off the system, I organize it to what I want..." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___4788420) CL Cierra L. CSR > "The only thing that I would say that I don't like about it is that sometimes I could be in the middle..." [See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___2392842) [View Reviews](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) PEG Paul E G. Agency Owner > "What I like most is I can invoice the customer and give them an option to pay EFT or credit card with a 3.5 fee. Or EFT with a..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005274) BR BECKY R. ACCOUNTING MANAGER > "WE DO NOT HAVE THE ABILITY TO DECLINE PAYMENTS BEFORE THEY ARE POSTED. WHEN A PAYMENT NEEDS TO BE RETURNED THERE ARE SEVERAL DAYS..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000990) RD Rosalie D. President > "The branded payment page adds a polished touch, and the ability to accept ACH and card payments within 24 hours has dramatically..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6883470) SK Stephanie K. Insurance Agent > "Clients often have to pay processing fees (especially for credit card payments), which can cause friction or..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6883270) SC Stacey C. Account Executive > "Also, ePay is integrated into our management system when a client pays us it automatically reconciles that payment and it's..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6883471) NL Nimisha L. Principal Owner > "Emails - Should be able to mask the email with the agency name. As it may goto client spam box or they may not trust it as its not..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6883550) VR Verified Reviewer Accounting and Operations > "Our clients can simply and securely pay their premiums via a link we have available on our invoices and email without any..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882366) MB Mark B. Insurance Agent-Broker > "Also the other Major dislike about using ePayPolicy is it has a $10,000 transaction limit, whereas Anddone has no limit and their..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005236) JL Jing L. Accountant > "It made collecting payments from clients much more efficient, and the integration with our existing accounting system saved us a..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005190) BF Brendan F. Insurance Broker > "I was unable to locate the created invoice in our AMS system using the account number or invoice number." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6883228) TK Tabatha K. Account Manager > "I also always let the client know when making their ACH or Credit card payments their payment information is safe and secure as..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882364) KW Kurt W. Agency Owner > "Before having ePayPolicy I had no way other than checks for payment in full for insurance policies that didn't offer payment plans" [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005195) SH Sojha H. Principal > "Payments come in quickly, deposits are reliable, and I can keep better track of my sales and client payments all in one place." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005708) DW Diana W. CSR > "It is sometimes difficult for customers to find their invoices if they enter the wrong zip code, etc." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000520) BC Branda C. Agent > "Being able to accept credit card payments and having a professional looking payment landing page for my clients." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000540) BE Brianna E. Accounts Receivable > "Also if there are credits on the account (which are unseen to insured), payment is not taken and can sometimes be overlooked and..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000917) BB Bobbi B. Commercial Agent > "We just started with ePay but so far it is proving to be very useful to our agency, particularly with speeding up the time it..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000451) SF Sam F. VP of Underwriting > "It is hard to get things processed or checked through the admin side of the website." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882342) NL Nimisha L. Principal Owner > "She told me I was an angel (lol) because she was able to make her premium payment right from her couch—without writing checks,..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6883550) BM Barbara M. Owner > "The lag time on if a echeck is insufficent is the only thing that is bothersome. " [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882339) CD Clay D. CFO > "Site integrations are very robust and we're able to plug in other tools like premium finance and back end processing." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005661) PD Pedro D. CEO > "Another issue I have, is that deposits are not always deposited in a timely manner." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882604) MB Matthew B. agent manager > "ease of the service, ability to send links or just create invoices, refund policy is great as well, all around great service" [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000496) MB Mark B. Insurance Agent-Broker > "I dislike the link you get from epaypolicy to add to emails is really long." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005236) DR Damon R. Agency Principal > "We also find the program to pay our wholesales directly very easy and creates tracking for us as well." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882304) CC Catherine C. Operations Manager > "Sometimes it is difficult to explain to clients why the card fees are a percentage." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7006444) ALM Ana Laura M. President > "The system is safe and secure and makes the client feel more comfortable by avoiding having to give their banking info to process..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005631) JH JORDAN H. Sr. VP - Director of Operations > "Having to split larger transactions is frustrating." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882299) AG Angela G. Insurance Broker > "I am thankful that it provides clients with the option to pay with a bank account or a credit card." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882327) LK Leslie K. Agent > "Credit card and ACH fees, but I know that can't be helped." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882308) ALM Ana Laura M. President > "It has given my business the ability to keep up with the times and new ways of conducting business." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005631) DW Diana W. CSR > "It has highlighted some issues on our agency's side." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000520) TK Tabatha K. Account Manager > "It is a great tool that helps our clients pay their agency billed payments quickly and conveniently. " [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882364) TF Tanner F. Account Executive and Member > "The website is slow to load." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6883459) LS Lois S. Accounting > "Our clients love the option to pay for their agency bill invoices online." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005187) AH Andrew H. Insurance Agent > "Sometimes we need to send refunds to clients, and I have to hand write checks which I hate because it is time consuming." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081697) AJ Adrienne J. Vice President > "Great addition to have an option for payments to offer clients and easy to add link to email footer for them to use." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005655) DV Donna V. Agency Principal > "Premiums collected are not "INCOME" to my agency, they are gross premiums, 90% of which is the carrier's premium." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081932) LO Luis O. PRESIDENT > "It’s user-friendly, fast, and secure, which gives our customers peace of mind while helping us streamline operations." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005579) SM Stacy M. Commercial Lines Manager > "The payment amount cap has created a few issues on larger accounts attempting to make their premium payments." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081374) KC Kelley C. Account Executive > "The platform is user-friendly, secure, and integrates seamlessly with our agent management system." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005570) TK Tracey K. Commercial Insurance Agent > "Honestly i do not think i have anything that i dislike about epay system." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000444) GG Gregory G. CEO > "ePayPolicy is easy to use; it has improve our agency's workflow and really helps with "just in time" situations when policies need..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005789) LM Lee M. owner > "Price and useability Why do they charge us a monthly fee when they are collecting Exorbitant fee's from the client's. " [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081296) AB Ava B. Senior Account Manager > "My experience with ePay has been in assisting our clients to process their payments to our agency. " [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882279) AH Andrew H. Insurance Agent > "I have to click several links to get to it, which is annoying since it's one of only two features I use." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081697) CB Carmen B. CEO > "I run a small agency, and finding a reliable way for clients to make payments was a top priority." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000484) DK Diane K. Accounting > "Sometimes the time between client payment and the money getting to our account seems excessive." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081864) SC Stacey C. Account Executive > "The Convenience of selecting a button and a payment link is sent to a client is Fabulous." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6883471) BM Betty M. Owner > "Delay waiting for funding (not their fault but still can take a few days to get funded)." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081240) VB Victoria B. Agency Owner > "I also appreciate that the fees are passed on to the client automatically, so we don’t have to manage them manually." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000494) KS Kaitlin S. Office Manager > "The fees on credit/debit card fees would be my least thing I like about it." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081391) MB Mark B. Insurance Agent-Broker > "It makes taking Credit Card Payments and check payments ACH very easy." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005236) BA Brandy A. Agency Owner > "We are unable to set up reoccurring payments without action from the client." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081847) DB Deborah B. Owner > "It provides my clients an easier way to pay their premiums." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7002081) DM Douglas M. President > "It does not integrate with our agency management system." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081694) RV Roxana V. Director, Finance Management > "The user-friendly interface makes ePay the best solution for our business needs. " [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7004092) KH Kristi H. CSR > "The cost of running a credit card it getting to high." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081772) AH Adam H. Vice President > "The support and constant improvement sought by the organization gives me confidence that this partnership is truly a must have..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005594) CR Cheryl R. Account Manager > "I feel $10.00 is a bit much." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081712) SH Sojha H. Principal > "It has really simplified my financial management by keeping everything organized and easy to track." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005708) CE Cindy E. ceo > "price is not very good and it takes too long to process" [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6087187) [View Reviews](https://www.capterra.com/p/198072/ePayPolicy/reviews/) ## User interface 4.71 (283) 4.88 (247) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features Jenesis Software Top features 47/50 - Access Controls/Permissions - Accounting Integration - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - API - Audit Trail - Calendar Management - Claims Management - Client Management - Client Portal - Commission Calculations - Commission Management - Configurable Workflow - Contact Database - Contact Management - Customizable Branding - Customizable Fields - Customizable Forms - Customizable Reports - Customizable Templates - Document Management - Document Storage - Document Templates - Email Management - Email Marketing - Forms Management - Generative AI - Insurance Policy Management - Insurance Rating - Invoice Management - Lead Management - Life & Health - Monitoring - Pipeline Management - Policy Management - Property & Casualty - Quotes/Estimates - Real-Time Reporting - Referral Tracking - Reminders - Reporting & Statistics - Risk Assessment - Search/Filter - Self Service Portal - SSL Security - Status Tracking - Task Management - Third-Party Integrations [See all features](https://www.capterra.com/p/119068/Jenesis-Software/#features) ePayPolicy 21/50 - Access Controls/Permissions - Accounting Integration - Activity Dashboard - Activity Tracking - AI Copilot - Alerts/Notifications - API - Audit Trail - Calendar Management - Claims Management - Client Management - Client Portal - Commission Calculations - Commission Management - Configurable Workflow - Contact Database - Contact Management - Customizable Branding - Customizable Fields - Customizable Forms - Customizable Reports - Customizable Templates - Document Management - Document Storage - Document Templates - Email Management - Email Marketing - Forms Management - Generative AI - Insurance Policy Management - Insurance Rating - Invoice Management - Lead Management - Life & Health - Monitoring - Pipeline Management - Policy Management - Property & Casualty - Quotes/Estimates - Real-Time Reporting - Referral Tracking - Reminders - Reporting & Statistics - Risk Assessment - Search/Filter - Self Service Portal - SSL Security - Status Tracking - Task Management - Third-Party Integrations [See all features](https://www.capterra.com/p/198072/ePayPolicy/#features) ### Recognition Jenesis Software Best Value InsuranceSoftware (2024)  Best Value InsuranceSoftware (2023)  No recognitions have been awarded to ePayPolicy ### Deployment & support Jenesis Software Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ePayPolicy Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details Jenesis Software - By Jenesis Software - Located in United States - Founded in 1999 ePayPolicy - By ePayPolicy - Located in United States - Founded in 2014 ## Popular Comparisons [Jenesis Software](https://www.capterra.com/p/119068/Jenesis-Software/)[4.71 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) vs [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[4.17 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) $70/month Price $1000one time 4.6 Features 4.1 4.7 Ease of Use 3.8 [View full comparison](https://www.capterra.com/compare/70671-119068/Applied-Epic-vs-Jenesis-Software) [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.88 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) vs [PayPal](https://www.capterra.com/p/207944/PayPal/)[4.65 (26,408)](https://www.capterra.com/p/207944/PayPal/reviews/) $25/month Price $0.29 4.8 Features 4.6 4.9 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/198072-207944/ePayPolicy-vs-PayPal) [Jenesis Software](https://www.capterra.com/p/119068/Jenesis-Software/)[4.71 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) vs [EZLynx](https://www.capterra.com/p/102928/EZLynx/)[3.70 (74)](https://www.capterra.com/p/102928/EZLynx/reviews/) $70/month Price Contact vendor for pricing 4.6 Features 3.3 4.7 Ease of Use 3.7 [View full comparison](https://www.capterra.com/compare/102928-119068/EZLynx-vs-Jenesis-Software) [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.88 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) vs [Venmo](https://www.capterra.com/p/222572/Venmo-/)[4.73 (9,281)](https://www.capterra.com/p/222572/Venmo-/reviews/) $25/month Price Contact vendor for pricing 4.8 Features 4.6 4.9 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/198072-222572/ePayPolicy-vs-Venmo-) [Jenesis Software](https://www.capterra.com/p/119068/Jenesis-Software/)[4.71 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) vs [NowCerts](https://www.capterra.com/p/132779/NowCerts/)[4.77 (150)](https://www.capterra.com/p/132779/NowCerts/reviews/) $70/month Price $99/month 4.6 Features 4.7 4.7 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/119068-132779/Jenesis-Software-vs-NowCerts) [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.88 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) vs [Stripe](https://www.capterra.com/p/123889/Stripe/)[4.60 (3,337)](https://www.capterra.com/p/123889/Stripe/reviews/) $25/month Price Contact vendor for pricing 4.8 Features 4.5 4.9 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/123889-198072/Stripe-vs-ePayPolicy) [Jenesis Software](https://www.capterra.com/p/119068/Jenesis-Software/)[4.71 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) vs [Sembley](https://www.capterra.com/p/10021105/Sembley/)[4.97 (40)](https://www.capterra.com/p/10021105/Sembley/reviews/) $70/month Price $49/month 4.6 Features 4.7 4.7 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/119068-10021105/Jenesis-Software-vs-Sembley) [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.88 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) vs [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[4.34 (8,447)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) $25/month Price $38/month 4.8 Features 4.3 4.9 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/190778-198072/QuickBooks-Online-vs-ePayPolicy) [Jenesis Software](https://www.capterra.com/p/119068/Jenesis-Software/)[4.71 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) vs [HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/)[4.45 (64)](https://www.capterra.com/p/79412/HawkSoft-CMS/reviews/) $70/month Price $250/month 4.6 Features 4.3 4.7 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/79412-119068/HawkSoft-CMS-vs-Jenesis-Software) [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.88 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) vs [Square Payments](https://www.capterra.com/p/170278/Square-Payments-Processing/)[4.67 (2,686)](https://www.capterra.com/p/170278/Square-Payments-Processing/reviews/) $25/month Price Contact vendor for pricing 4.8 Features 4.6 4.9 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/170278-198072/Square-Payments-Processing-vs-ePayPolicy) [Jenesis Software](https://www.capterra.com/p/119068/Jenesis-Software/)[4.71 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) vs [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)[3.71 (104)](https://www.capterra.com/p/50949/Agency-Matrix/reviews/) $70/month Price Contact vendor for pricing 4.6 Features 3.4 4.7 Ease of Use 3.6 [View full comparison](https://www.capterra.com/compare/50949-119068/Agency-Matrix-vs-Jenesis-Software) [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.88 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) vs [NetSuite](https://www.capterra.com/p/135757/NetSuite/)[4.23 (2,041)](https://www.capterra.com/p/135757/NetSuite/reviews/) $25/month Price Contact vendor for pricing 4.8 Features 4.2 4.9 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/135757-198072/NetSuite-vs-ePayPolicy)