# Jenesis Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Jenesis Software - reviews, pricing plans, popular comparisons to other Insurance Rating products and more. Source: https://www.capterra.com/p/119068/Jenesis-Software --- # Jenesis Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Users](#users)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Jenesis Software ## What is Jenesis Software? Jenesis is a web-based agency management system that offers integrated rating tools to streamline personal lines quoting and pipeline tracking—all in one place. Agencies can take advantage of various rating options, including integrations with TurboRater and PL Rating, along with internal comparative rating capabilities. Management teams can easily track agent quoting activity, monitor pipeline by user, and use built-in reporting to measure production and overall performance across the agency. ## What is Jenesis Software used for? [Insurance](https://www.capterra.com/insurance-agency-software/)[P&C Insurance](https://www.capterra.com/p-c-insurance-software/)[Insurance Policy](https://www.capterra.com/insurance-policy-software/) Overall rating Based on 283 user reviews Reviews sentiment Positive 98% Neutral 1% Negative 1% Pros & cons Simple and efficient operation Highly user-friendly interface Recurring technical glitches Starting price $50 Per User, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Jenesis Software alternatives Highest Rated [4.9 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) Starting price $25.00 Per User, Per Month [4.2 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Starting price $1000.00 Per User, Per Month [3.7 (73)](https://www.capterra.com/p/102928/EZLynx/reviews/) Starting price Contact vendor for pricing [3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/) Starting price Contact vendor for pricing [View all alternatives](https://www.capterra.com/p/119068/Jenesis-Software/alternatives/) ## Who uses Jenesis Software? Based on Capterra reviews from the past 4 years Talk to a software expert to get a free software list tailored to your business needs ## Pros and Cons Simple and efficient operation 98% positive reviews out of 47 Most reviewers describe ease of use as a major benefit, allowing them to quickly manage daily responsibilities. Recurring technical glitches 61% negative reviews out of 33 Most users report bugs and issues like freezing, slowdowns, and occasional errors disrupt workflow and require troubleshooting. Highly user-friendly interface 96% positive reviews out of 26 Most reviewers report the user interface is clear and approachable, supporting smooth onboarding and ongoing use. Streamlined and intuitive navigation 100% positive reviews out of 23 Most reviewers find navigation straightforward, making it easy to locate information and complete tasks efficiently. Jessica C Owner Principal agent, 1 employee. "Jenesis software has a stress-free navigation on their system, and a team ready to help with any needs you may have!! " ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Insurance Policy Management 4.9 (95) 73.68% of 95 reviewers that rated this feature as important or highly important Create, administer and manage insurance policies for various customers and insurance lines Policy Management 4.9 (55) 54.55% of 55 reviewers that rated this feature as important or highly important Create, manage, and track policies and procedures within an organization Contact Management 4.8 (49) 51.02% of 49 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Document Management 4.9 (48) 66.67% of 48 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Commission Management 4.7 (44) 34.09% of 44 reviewers that rated this feature as important or highly important Tracking, calculating, and paying commissions and earnings to employees Claims Management 4.6 (43) 30.23% of 43 reviewers that rated this feature as important or highly important Process of submitting and following up on claims with insurance companies Jenesis Software 80 features Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges A record of all activities within the system, including user access, changes made, etc. Create, manage, and send invoices or bills to customers Online portal for brokers/agents to add, edit, update or access required information Track and manage schedules and meetings via an integrated calendar Track cancellations of policies, accounts, orders, appointments, etc. Process of submitting and following up on claims with insurance companies Process of tracking new and submitted claims and the status of submitted claims Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Specialized for organizations who focus on commercial projects and processes Calculate employees' commissions based on certain rules Tracking, calculating, and paying commissions and earnings to employees Configure existing workflows to meet your organization's needs Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Record customer information, purchase history, and other notes A collection of customer information such as contact details, demographics, previous interactions, etc. A website or login for customers to access information Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Electronic signing method that validates the authenticity and integrity of a digital document Convert paper files into digital images Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Assemble applications and processes by dragging over and arranging pre-built components Electronically collect payments for goods or services Digitally sign online documents Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Intended to be used by insurers Store, manage and track all forms in a centralized location Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage Create, administer and manage insurance policies for various customers and insurance lines Process new insurance policies or modifications to existing policies. Captures invoice data and maintains comprehensive records for auditing and reporting purposes Store information about leads or contacts and track, manage and nurture them throughout the sales process Businesses operating within the life and health insurance sectors Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Observe and track the demand, usage, progress or quality of a system, product, or user Pay employees in multiple states with correct tax deduction amounts in each Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Process of creating insurance policies and assigning them to policyholders Create, manage, and track policies and procedures within an organization Specialized for companies in property and casualty (P&C) insurance sector Create proposals based on costs of labor and materials Generate quotes or estimates for customers The calculation of a price/premium based on specific variables. Analyze and gain insights into data in real-time Receive data and information in real time Active reporting of data and metrics Log and store the source of contacts/leads Track policy reinstatements after policies have been canceled Timed notification for any upcoming task, deadline, appointment, or activity Manage and track the renewal process for various services, subscriptions, contracts, or licenses Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Initiate collection and analysis of known risks Reports specific to sales analysis for trends and strategies Search and filter data across systems to locate required information by entering keywords or certain criteria At least a username and password is required to access the system Online portal through which end users can access the system, manage tasks, or obtain information Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Track the status over time for a request, process, asset, or transaction Create, manage and track all task activities and progression Set up connections to third-party platforms to improve business processes Manage the review process to determine financial risk on a loan or application Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.6 (278) 4.6 Based on 278 reviews ## Pricing Value for money 4.7 (239) [View pricing plan details](https://www.capterra.com/p/119068/Jenesis-Software/pricing/) JenesisNow Basic $50.00 Per User,Per Month It includes: - Carrier Downloads - Media Files - Acord Forms Library - Customizable Reports - Notes - Import Customers/Prospects - Customizable Dashboard - Receipts - Unlimited Data Backup - Premium Finance Integration - Employee Time Clock - Employee Transaction & Productivity Log - Reminders - Renewal Tracking JenesisNow Pro $70.00 Per User,Per Month It includes: - Automated Marketing Campaigns - 2-way Emailing and Texting - Commission Manager - Zapier Integration - VoIP Integration - Client Portal - Check Register - Invoicing - End of Day Manager - Carrier Downloads - Acord Forms Library - Media Files - Notes - Customizable Reports - Import Customers/Prospects - Customizable Dashboard - Receipts - Unlimited Data Backup - Premium Finance Integration - Employee Time Clock - Employee Transaction & Productivity Log - Reminders - Renewal Tracking Value for money 4.7 (239) 4.7 Based on 239 reviews ## Integrations [ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[ Formstack Sign](https://www.capterra.com/p/206505/Formstack-Sign/)[ Lightspeed](https://www.capterra.com/p/233553/Lightspeed/)[ TurboRater](https://www.capterra.com/p/6816/TurboRater/) 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. ## Support, customer service and training options Customer Service 4.9 (277) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (277) 4.9 Based on 277 reviews ## User reviews Overall rating 4.7 Based on 283 reviews Filter by rating 5(212) 4(64) 3(4) 2(2) 1(1) Mentioned topic Sorted by most recent Mitchell H. Owner Agent Insurance ### "Jenesis Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 July 31, 2025 Great customer service. Options available if I want to upgrade, but I dont need to pay for options I dont need or use. Pros Price for what I needed from a AMS was great. The onboarding was easy. Customer support was great. Easy to use Cons Nothing, it does what I need it to do.There is nothing not to like. Its a simple system for basic Agency Management needs. Alternatives considered [QQCatalyst](https://www.capterra.com/p/36109/QQCatalyst/) Reasons for choosing Jenesis Software Price for the capabilities was by far rhe best, and it has the options that can be added for not much more of a cost if needed Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DO David O. owner Insurance ### "My Agency Control " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 14, 2025 Very good so far. The technical suppot is good and proactive. I can get help when I need it (which is often) Pros Product support, relatively easy to use. The navigation is much better than similar sytems that I have used. Cons Some screens are a bit crowded. I use a 27 inch monitor and it's a bit much at times. If I go mobile and use the ipad then there is more on the oage than I want. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TE Terrence E. CFO AND MARKETING MNGR Insurance ### "PMA'S REVIEW" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 July 8, 2025 OVERALL WE ARE EXTREMELY HAPPY WITH THE PURCHASE OF JENESIS. WE ARE LESS THAN A YEAR IN, AND CAN ALREADY SEE THE BENEFITS OF THE SYSTEM. Pros THE WAY EVERYTHING IS EASILY FOUND IN ONE DATABASE. ESPECIALLY, HOW THE ACTIONS DONE ARE AUTOMATICALLY LINKED TO THE CUSTOMER. Cons IT ISN'T THE MOST USER FRIENDLY INTERFACE, SPECFICALLY WHEN IT COMES TO TRAINING. THE EMAIL CAMPAGIN ARE ALSO DIFFCULT TO WORK. Switched from [Power Broker](https://www.capterra.com/p/111010/Power-Broker/) WE WANTED A SYSTEM THAT WAS SERVER-LESS, AND COULD BE CUSTOMIZED. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. IA Isaac A. Agent Insurance ### "Jenesis Never Fails to Amaze Me!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 7, 2025 I use this program everyday and have for nearly 4 years now. Without it, my workload would be significantly less organized. Overall, this system is fantastic. Pros We use a product of Jenesis Software, and it is awesome. It does exactly what it is designed to do. It is awesome for keeping all of our files neat and organized. Cons Every now and then we run into a bug or two, but this is to be expected with any program. Other than this, the program works amazing. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AR Ariana R. Customer Service Rep Insurance ### "Better System" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 13, 2025 Like the system. Easy to learn. Good features. Pros It's easy to use once you're trained on how to use the system, Cons Can't see who viewed policy last on client's policy. Switched from [Agency Matrix](https://www.capterra.com/p/50949/Agency-Matrix/) Management made the decision to change because of constant mishaps. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor January 20, 2025 Thank you, Ariana! We are so grateful for your feedback. Welcome to the Jenesis family! JC Jessica C. Owner Principal agent Insurance ### "Jenesis software a must-have!!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 January 5, 2025 Overall Jenesis software is on point and offers all need you may have for marketing and software!! Pros Jenesis software has a stress-free navigation on their system, and a team ready to help with any needs you may have!! They also send out email blast to your client list which is a wonderful plus!! Cons I preferred the old quote control features!! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor January 9, 2025 Thank you, Jessica! We are incredibly grateful for your review. Welcome to the Jenesis family! CS Christian S. Insurance Agent Insurance ### "Honest review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 27, 2024 Overall Jenesis is easy to use and makes my job easier for me. Pros I like the ease of locating my customers. Cons Locating certain customer (ie dependents on a policy) and having to use dashes and choosing the phone number option to locate someone. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor October 7, 2024 Thank you, Christian! We are so grateful for your review. We will take your feedback and continue to make Jenesis better for you and your agency! CE cayla e. Service Insurance ### "Jenesis did wonders for our company! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 27, 2024 Pros Great source to help sort clients and keep notes! The customer service/ tech support team is amazing! Cons I wish the comment box was bigger, but over all no complaints! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JB Jason B. Agent Insurance ### "Jenesis-the answer to your insurance needs" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 26, 2024 Jenesis is an excellent agency management system. The \[sensitive content hidden\] of Jenesis knows what insurance agencies need and provides you with the tools to succeed. Pros Jenesis is very easy to learn and navigate. Cons Sometimes you can not have multiple people processing downloads at the same time Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor September 30, 2024 Thank you for your review, Jason! We are grateful for your feedback and we will take it to continue to improve Jenesis in the future. BR Brandi R. Agent Insurance ### "Jenesis Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 September 19, 2024 Pros Very easy to navigate and to add our customers Cons I have not found any cons to the program Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Popular comparisons [ePayPolicy vs Jenesis Software](https://www.capterra.com/compare/119068-198072/Jenesis-Software-vs-ePayPolicy)[Applied Epic vs Jenesis Software](https://www.capterra.com/compare/70671-119068/Applied-Epic-vs-Jenesis-Software)[EZLynx vs Jenesis Software](https://www.capterra.com/compare/102928-119068/EZLynx-vs-Jenesis-Software)[NowCerts vs Jenesis Software](https://www.capterra.com/compare/119068-132779/Jenesis-Software-vs-NowCerts) [Sembley vs Jenesis Software](https://www.capterra.com/compare/119068-10021105/Jenesis-Software-vs-Sembley)[HawkSoft CMS vs Jenesis Software](https://www.capterra.com/compare/79412-119068/HawkSoft-CMS-vs-Jenesis-Software)[Agency Matrix vs Jenesis Software](https://www.capterra.com/compare/50949-119068/Agency-Matrix-vs-Jenesis-Software)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. 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