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Jenesis Software Logo

Insurance agency management solution

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Jenesis Software - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

Jenesis Software overview

What is Jenesis Software?

Jenesis Software is an insurance agency management solution designed to help independent agencies reach out to potential prospects, manage existing clients, and improve relationships with policyholders. Jenesis Software’s key features include document management, cancellation tracking, renewal management, and marketing automation.

With Jenesis’ electronic filing systems, enterprises can scan documents, save email attachments from insurance carriers, and export them to multiple devices. The platform provides blank and pre-filled ACORD forms, which import information from a centralized database, allowing agents to edit the data before printing or emailing them to clients. Jenesis’ quote control solution also helps agencies to market quotes, send letters or postcards, and track client referrals for generating reports.

Jenesis Software allows integration with Quickbooks to manage accounting tasks, review operation efficiency, and improve the profitability of the organization. The J-links functionality offers users access to policies in real-time using automated logins and website management.

Starting price

50per user /
per month
view pricing plans

Pros & Cons

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Customer Support

Training and Learning Curve

Suggestions and Feedback

Downloads and Updates

Recurring technical disruptions

Jenesis Software’s user interface

Ease of use rating:

Jenesis Software pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(3)
3-4(68)
5(212)

What do users say about Jenesis Software?

Great customer service.

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Who uses Jenesis Software?

Based on 283 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Insurance

Use cases

Insurance
P&C Insurance
Commercial Insurance
Insurance Policy
Quoting

Jenesis Software's key features

Most critical features, based on insights from Jenesis Software users:

Renewal management
Billing & invoicing
Claims tracking
Quotes/Estimates

All Jenesis Software features

Features rating:

Access controls/permissions
Accounting
Accounting integration
Activity dashboard
Activity tracking
Alerts/Notifications
Audit trail
Billing & invoicing
Broker/Agent portal
Calendar management
Cancellation tracking
Claims management
Claims tracking
Client management
Client portal
Commercial
Commercial Lines
Commission calculations
Commission management
Configurable workflow
Contact database
Contact management
Customer accounts
Customer database
Customer portal
Customizable branding
Customizable fields
Customizable forms
Customizable reports
Customizable templates
Data import/export
Digital signature
Document imaging
Document management
Document storage
Document templates
Drag & drop
Electronic payments
Electronic signature
Email management
Email marketing
For Auto Insurance
For Homeowners Insurance
For insurance industry
Forms management
For Personal Insurance
Insurance management
Insurance policy management
Insurance policy processing
Insurance Rating
Invoice management
Lead management
Life & health
Marketing automation
Mobile access
Monitoring
Multi-State
Pipeline management
Policy issuance
Policy management
Property & casualty
Proposal generation
Quotes/Estimates
Rating engine
Real-Time analytics
Real-Time data
Real-Time reporting
Referral tracking
Reinstatement tracking
Reminders
Renewal management
Reporting/Analytics
Reporting & statistics
Risk assessment
Sales reports
Search/Filter
Secure login
Self service portal
SSL security
Status tracking
Task management
Third-Party integrations
Underwriting management
User management
Workflow management

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Jenesis Software pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

JenesisNow Basic

50

/user

Per month

Features included:

  • 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

/user

Per month

Features included:

  • 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

User opinions about Jenesis Software price and value

Value for money rating:

To see what individual users think of Jenesis Software's price and value, check out the review snippets below.

“Locating certain customer (ie dependents on a policy) and having to use dashes and choosing the phone number option to locate someone.”
CS

Christian S.

Insurance Agent

“Its a simple system for basic Agency Management needs.”
Verified reviewer profile picture

Mitchell H.

Owner Agent

Jenesis Software integrations (11)

Integrations rated by users

We looked at 283 user reviews to identify which products are mentioned as Jenesis Software integrations and how users feel about them.

Integration rating: 5.0 (3)

Integration rating: 5.0 (2)

Integration rating: 3.5 (2)

Integration rating: 5.0 (2)

Obtain needed signatures for clientele

MN

Michael N.

Agency owner and agent

Jenesis Software customer support

What do users say about Jenesis Software customer support?

Customer support rating:

We analyzed verified user reviews to identify positive and negative aspects of Jenesis Software customer support.

The majority of users highlight Jenesis Software's customer support as responsive, friendly, and always available when issues arise.

A significant portion of users appreciate the quick response times and effective solutions provided by the support team.

Broad user base values the willingness of support staff to listen to feedback and implement user-suggested improvements.

Frequently reported by users, the support team is easy to contact, professional, and consistently helpful with technical or system changes.

Support options

Faqs/forum
Email/help desk
Phone support
Chat
Knowledge base

Training options

Live online
In person
Webinars
Videos

To see what individual users say about Jenesis Software's customer support, check out the review snippets below.

“Their support team is always so helpful and friendly when we need help with issues that may arise.”

ER

Erica R.

Regional Manager

“Great customer service.”

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Mitchell H.

Owner Agent

“Would be nice if the training is where you made fake customer scenarios, so that it is not used in the Jenesis program we use for customers.”

CD

Carlene D.

Insurance CSR

Jenesis Software FAQs

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