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Agency Advantage vs Jenesis Software: Which is a better fit?

Updated on January 19th, 2025
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Summary
Features in Insurance
8
50
48
Best performer
50
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
User satisfaction
4.9
User reviews27
Ease of use
4.9
Functionality
4.8
Value for money
5.0
Customer support
5.0
4.7
User reviews283
Ease of use
4.7
Functionality
4.6
Value for money
4.7
Customer support
4.9
Price starts from
Monthly subscription
Free version
Free trial
--
Monthly subscription
Free version
Free trial
Best for

Cloud-based or on-premise agency management solution that helps independent insurance agencies manage customer service, sales, documents, accounting, reports, and more via a unified dashboard.

Jenesis is best for Independent Insurance Agencies that focus on personal & commercial lines.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
No video reviews yet
jeanna c
owner
4.0

Jeanna: My name is Jeanna. I'm a business owner in the insurance industry, and I give Jenesis a four out of five. So I decided to go with Jenesis now over EZLynx because they demanded a bigger startup fee and being a first time business owner, I really needed to limit my expenses before I commit to something that I wasn't sure about. So that's why I went with Jenesis. They were just affordable for me with just about the same features as the competitor. So I went with Jenesis because of a lot of features that they had, especially the ACORD forms. I found it to be very useful and helpful in my service aspect, freeing up a lot of time with service just by having that specific feature available. And it was per customer so it automatically generates the ACORD forms for whatever line of business you wrote, and I found that to be just a hundred percent useful and awesome. So the onboarding process is pretty simple in my opinion. I'm able to just plug in my customers and to differentiate if they were quoted prospects or active customers. So the onboarding was awesome and I'm also able to write text messages, welcome text messages, in English and Spanish, just to let the customers know like, "Hey, this is who you'll be dealing with. This is my website, my email." So that ended up being just awesome for me. And then other than that, I mean, even the email parts, just being able to simply send an email and have it noted in the account was extremely useful. So recommendations that I would give to anybody that's considering Jenesis now would be to definitely do it. One, they do offer great training for you to just set up. It actually gives you a demo for you to just plug in your customers if you have an existing book of business. And on top of that, they were referred to me, which I think referrals are the best key to success and since it was from a referral from another friend of mine, I went with it and I'm referring it to anybody that is in need of a system, a software system, that will work for them.

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3 screenshots

Agency Advantage

8/50
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • API
  • Audit Trail
  • Calendar Management
  • Client Management
  • Client Portal
  • Commission Calculations
  • Configurable Workflow
  • Contact Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Document Storage
  • Document Templates
  • Email Management
  • Email Marketing
  • Forms Management
  • Insurance Rating
  • Invoice Management
  • Lead Management
  • Monitoring
  • Pipeline Management
  • Policy Management
  • Real-Time Reporting
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Risk Assessment
  • Search/Filter
  • Self Service Portal
  • SSL Security
  • Status Tracking
  • Task Management
  • Third-Party Integrations
  • User Management
  • Workflow Management
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Life & Health
  • Property & Casualty
  • Quotes/Estimates
See All features
Hide Insurance Software Features -

Jenesis Software

Top Features
48/50
Show Insurance Software Features +

Agency Advantage

  • Best Value Insurance
    Software (2022)

Jenesis Software

  • Best Value Insurance
    Software (2024)
  • Best Value Insurance
    Software (2023)
Agency Advantage
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • 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
Jenesis Software
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • 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
Agency Advantage
  • By Jenesis Software
  • Located in United States
  • Founded in 1999
Jenesis Software
  • By Jenesis Software
  • Located in United States
  • Founded in 1999
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