# 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

Based on [247 reviews](#user-reviews)

Positive

245

Neutral

0

Negative

2

## 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)

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)

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)

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)

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)

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)

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)

DO

David O.

owner

> "The technical suppot is good and proactive."

[See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___6855662)

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)

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)

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)

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)

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)

Kathleen W.

Agent Owner

> "What I like most about Jenesis is that you can have any type insurance in the system and it is..."

[See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___4788420)

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)

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)

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)

Mitchell H.

Owner Agent

> "Easy to use"

[See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___6866947)

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

> "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)

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)

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)

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)

RH

Roberta H.

Insurance Agent

> "The customer service team is simply amazing."

[See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___6265126)

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)

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)

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)

AR

Ariana R.

Customer Service Rep

> "Good features."

[See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___6655263)

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)

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)

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)

AM

Ali M.

Licensed Producer

> "Glad to have made the switch!"

[See full review](https://www.capterra.com/p/119068/Jenesis-Software/#Capterra___6478792)

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)

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)

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..."

[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)

MN

Monica N.

Insurance Agent and Administration

> "Very easy to use, I like the fact I can send emails with the link to customers and they can pay with either ACH or Credit card..."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7004826)

VR

Verified Reviewer

AVP - Business Insurance & Employee Benefits

> "It did take several days for us to know that an ACH transfer was denied because of non-sufficient funds."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___2149727)

[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

No recognitions have been awarded to Jenesis Software

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

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