# Compare Agency Matrix vs Jenesis Software 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Jenesis Software and Agency Matrix based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/50949-119068/Agency-Matrix-vs-Jenesis-Software --- # Jenesis Software vs Agency Matrix 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 SoftwareAgency Matrix2/4 selected [Jenesis Software](https://www.capterra.com/p/119068/Jenesis-Software/)[4.7 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)[3.7 (104)](https://www.capterra.com/p/50949/Agency-Matrix/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 [## Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)[3.7 (104)](https://www.capterra.com/p/50949/Agency-Matrix/reviews/) Starting Price Contact vendor Value-for-Money 3.7 Functionality 3.4 Ease of Use 3.6 Customer Service 3.4 Reviews Sentiment CC MK GT Based on [104 reviews](#user-reviews) Positive 68 Neutral 14 Negative 22 ## 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 - Access Controls/Permissions - Accounting Integration - Alerts/Notifications 25 / 50 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 3.7 User reviews[104](https://www.capterra.com/p/50949/Agency-Matrix/reviews/) Ease of use 3.6 Functionality 3.4 Value for money 3.7 Customer support 3.4 Price starts from Price starts from $70Per User, Per Month - Free version - Free trial Price starts from \-- - Free version - Free trial Best for Best for Jenesis is best for Independent Insurance Agencies that focus on personal & commercial lines. Best for Independent insurance agencies and brokers in the United States. ## 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/) CC Chris C. Owner/Manager > "Tech support and customer service were both great - and that's good because you WILL need tech..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3778326) NT Nate T. COO > "you landing pages and client pages have abunch of wasted real estate due to a failure to move the..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___7046446) MK Michelle K. Vice President > "The one thing I did like was when typing Certificates the system auto filled almost everything." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3199583) NT Nate T. COO > "Programming team is sub par at best, no SQL support and very hard to get htem on the phone" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___7046446) GT Greg T. V-President > "The videos in most cases allow you to setup your agency in a long weekend and minor tweaks..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193144) KM Kaitlyn M. Account executive > "The slowness when opening attachments, sending emails looked very funny from the system and we never..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___6508316) BL BLANCA L. Agent/ Owner > "I have been using Agency Matrix maybe like the past 15 years or more, I was employed and that..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193246) NT Nate T. COO > "wasted a decade of my agency time with this." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___7046446) MA Maria A. agent > "That I can text and send payment alert to my clients, keep their information on file and check my..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193245) VR Verified Reviewer Owner > "The support its non existent, you email support nothing - call one one picks up you leave a message..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#GetApp___5001220) SH Sharon H. President > "Being able to travel and still take care of your clients because I have to software to access at all..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193133) KM Kaitlyn M. Account executive > "Not the easiest to do commissions." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___6508316) EA ESSAM A. President > "The number of users and price and it’s geared more to commercial and the scanning is better than..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200461) CC Chris C. Owner/Manager > "It did NOT bring in policy coverages when transferring to Agency Matrix." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3778326) RH ROBERTA H. Office Manager > "Having Agency Matrix as our agency management system for over 5 years has helped us manage things..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200489) AB Allegra B. Executive Assistant > "Every update they have done has led to serious system outages, glitches, and causing tasks to take..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3092271) LT LESLIE T. owner > "I am also pleased with the updates they provide as they integrate new ideas making their product..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2209835) JB Jacob B. Insurance Agent > "No customer service" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#SoftwareAdvice___6206969) BE Brannon E. Owner > "I like the amount of features that can be utilized inside the software." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193425) CD Christian D. Owner/Agent > "It's a mess of useless crap that you have to sort through to make anything useful and even then it..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___4717127) RR Rubymir R. Office Owner > "I also loved received an email in my inbox with the items due for that day." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2194027) CC Chris C. Owner/Manager > "Instead of an improvement from Insurance Pro as we were told, it's simply causing so much more work..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3778326) BD Brittany D. Insurance Agent > "I also really like the availability of training videos on the site." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2634365) RA Robyn A. Account Executive > "It is not that easy to use, often times we need to put in information more than once before the..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___4319589) AO Amy O. Owner > "When we started our agency they were also relatively new so we felt like they took the time to truly..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2209811) ME Marcus E. Principal Agent > "It can be overwhelming at first" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3854885) AO ANTONIO O. Manager > "Initial Price vs benefit was great. As it has evolved, new features have come handy." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200926) SH SHEILA H. OFFICE MANAGER > "I have to ok it a couple of times before it will actually scan so it takes alot of unnecessary time..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2209665) SP Staci P. owner > "There are a lot added options for those who have the time to figure it out. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193171) SE Stacy E. Owner > "I had to leave messages and call back many times before someone would actually talk to me about it...." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2202021) GD GARY D. COMMERCIAL ACCOUNT MANAGER > "EASY TO STORE CLIENT INFORMATION, CLIENT SEARCH WORKS WELL. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200898) BR Ben R. Sales Agent > "Features sometimes don't work properly. When a software update comes out it will sometimes resets..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193243) JC James C. owner agent > "Its not a big giant system just a good easy to use system that does most task a smaller agency would..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2201054) RR Rubymir R. Office Owner > "Recurring problems when sending emails from Agency Matrix and pdf files" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2194027) SC Steve C. President > "With each update is a new learning curve for staff. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193113) DC David C. Owner > "It is tedious to enter carrier names, addresses, naic numbers, etc" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2194230) SE Stacy E. Owner > "As a new owner of an agency I am 100% for change, but only if it makes things better." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2202021) BE Brannon E. Owner > "A lot of the features are overwhelming and do not understand what the workflow is or how to best use..." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193425) GD GARY D. COMMERCIAL ACCOUNT MANAGER > "IT'S AN EFFECTIVE WORKAROUND, BUT IT'S JUST CUMBERSOME. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200898) MK Michelle K. Vice President > "The customer service was terrible." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___3199583) SE Stacy E. Owner > "We like how easy it is to access our customers information." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2202021) SE Stacy E. Owner > "I hate that the product is made for car insurance, which we do not sell." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2202021) CG Cindy G. Owner > "Very useful to store customer’s info." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2201182) AM Adam M. Owner > "There are no good options for interacting in real time with clients." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200473) DB Donna B. Office Manager/Agent > "Our transition was slow, but she was patient and super helpful. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2208159) AO ANTONIO O. Manager > "Reports name and descriptions are really confusing and set expectations that are not met by them." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200926) MS Mark S. owner > "There are some functions that are user friendly." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200662) MM Monica M. Owner > "There is no way to reconcile my agency sweep account. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2212807) SR Stephen R. Owner > "I like the ease of use and customer support prior to ITC" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193073) JT Joanne T. co owner > "the font on reports are extremely small and hard to read" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193760) JC Joan C. Owner > "I like the easy and ability to work anywhere with the system" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193194) MW Michele W. Owner/Agent > "It is sometime difficult and time consuming to set up new functions or companies." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200514) CS Cheryl S. owner > "The company has provided excellent support & training. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193219) AO ANTONIO O. Manager > "We had to learn most of them by Try & error, and we may still not have mastered all features." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200926) CM Cecilia M. owner > "I like it that the training when we started was very helpful" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2208065) MM Monica M. Owner > "Setting up custom letters is very difficult. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2212807) AN Amy N. Owner > "At the time I purchased, the price was very attractive. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2209941) JC James C. owner agent > "I really wish the downloads sysem had an undo button." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2201054) JR Jeff R. Agency Owner > "It was pretty easy to use, and add/update data" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193090) BE Brannon E. Owner > "Currently looking for a new CRM just because the support level is zero." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193425) JC Joan C. Owner > "Easy of use and understanding with someone always there if you should need help" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193194) GG GUSTAVO G. OWNER > "WHAT I DONT REALLY LIKE ABOUT THIS SOFTWARE IS THE TRAINING VIDEOS IS NOT TO HELPFUL" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193694) JR Jeff R. Agency Owner > "It's been a good experience so far and with independence 1 month away, I'm hoping it stays that way!" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193090) SC Steve C. President > "Certificate process needs a lot more work. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193113) BS Bob S. Owner > "Easy to use and making changes." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193096) GC Grace C. Owner > "It has been hard on occasion to get a hold of customer service." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2204641) WD William D. Owner > "Friendly to use." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2204935) DC David C. Owner > "The initial set up can be cumbersome. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2194230) CM Cecilia M. owner > "I really enjoy using the easy system" [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2208065) LF LAQUICA F. Agency Principal > "when having commercial clients it is not as easy as I have had. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200590) DB Donna B. Office Manager/Agent > "SENSITIVE CONTENT HIDDEN\], our trainer, was wonderful. " [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2208159) LA Leslie A. Office Administrator > "The reports are not as easy to work up as you would think." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2193142) JU John U. OWNER BROKER > "Its been easy to use." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200725) MS Mark S. owner > "A great deal of repetitive entry." [See full review](https://www.capterra.com/p/50949/Agency-Matrix/#Capterra___2200662) [View Reviews](https://www.capterra.com/p/50949/Agency-Matrix/reviews/) ## User interface 4.71 (283) [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/) 3.71 (104) ## 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) Agency Matrix 25/50 - 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/50949/Agency-Matrix/#features) ### Recognition Jenesis Software Best Value P&C InsuranceSoftware (2024)  Best Value P&C InsuranceSoftware (2023)  Best Value P&C InsuranceSoftware (2022)  No recognitions have been awarded to Agency Matrix ### 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 Agency Matrix 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 Agency Matrix - By Zywave - Located in United States - Founded in 1995 ## 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 [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.88 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) $70/month Price $25/month 4.6 Features 4.8 4.7 Ease of Use 4.9 [View full comparison](https://www.capterra.com/compare/119068-198072/Jenesis-Software-vs-ePayPolicy) [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)[3.71 (104)](https://www.capterra.com/p/50949/Agency-Matrix/reviews/) vs [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.88 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) Contact vendor for pricing Price $25/month 3.4 Features 4.8 3.6 Ease of Use 4.9 [View full comparison](https://www.capterra.com/compare/50949-198072/Agency-Matrix-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 [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) [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)[3.71 (104)](https://www.capterra.com/p/50949/Agency-Matrix/reviews/) vs [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[4.17 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Contact vendor for pricing Price $1000one time 3.4 Features 4.1 3.6 Ease of Use 3.8 [View full comparison](https://www.capterra.com/compare/50949-70671/Agency-Matrix-vs-Applied-Epic) [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) [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)[3.71 (104)](https://www.capterra.com/p/50949/Agency-Matrix/reviews/) vs [NowCerts](https://www.capterra.com/p/132779/NowCerts/)[4.77 (150)](https://www.capterra.com/p/132779/NowCerts/reviews/) Contact vendor for pricing Price $99/month 3.4 Features 4.7 3.6 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/50949-132779/Agency-Matrix-vs-NowCerts) [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) [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/)[3.71 (104)](https://www.capterra.com/p/50949/Agency-Matrix/reviews/) vs [AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/)[4.73 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/) Contact vendor for pricing Price $109/month 3.4 Features 4.5 3.6 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/50949-105829/Agency-Matrix-vs-AgencyBloc-for-Health-Life-Insurance) [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) [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)