Agency Matrix vs Jenesis Software

ePayPolicy

Applied Epic

ePayPolicy is a payment processing solution designed to help businesses in the insurance sector collect credit card and ACH payments from policyholders. The centralized dashboard enables administrators to track transactions, access electronic receipts, and control user permissions.

Jenesis Software

Jenesis Software is an insurance agency management solution that helps independent agencies reach out to potential prospects, manage clients, and improve relationships with policyholders. Key features include document management, cancellation tracking, renewal management, and marketing automation.

Applied Epic is a cloud-based insurance business management solution that helps agencies manage customer relationships, sales opportunities, accounting, benefits administration, and more. Key features include process management, document storage, messaging, electronic signature, and reporting.

Insurance Agency Automation Solutions
Agency Software

Document Management

Quotes/Estimates

Contact Management

Policy Management

Workflow Management

Agency Matrix

Web-based

iPad

Windows

iPhone

Android

AgencyBloc AMS+

NowCerts

Standard Pricing

Account executive

Also, not a lot of companies downloaded into their system, nor did they download in attachments to client files.

Originally, we were told it had Progressive on their rater for Minnesota and they did not.

Insurance Agent

There's no way to run an agency when you are at the mercy of a company that doesn't answer to their actions but makes sure to call you ONLY when your payment doesn't go through.

Owner/Manager

With Insurance Pro I searched a policy number and got that individual policy. With Agency Matrix I type in the same policy number and get EVERY POLICY under that client name (Client in question is a mobile home dealer with about 200 active policies, I have to dig through ALL of them to find the one that needs input!)

Owner

you'll get mothing - The other company sealed the deal today we had a issue with the PL rater and they remoted in in less than 5 mins corrected it on the first call - I just called matrix and canceled

They should have a lot more training up front.

I have been with Agency matrix for 15 years - I recently switched mainly because the support once ZYwave purchased went to Zero - really if you don't believe me  try calling them 1-800-456-2074 or email them support@zywave

For example, today is 03/18/24, and this morning, we received a message from Zywave that the system will be offline on 3/19/24 from 11am-3pm.

The system is cloud-based and works fast compared to our old system.

For a client with multiple policies I have to search the list of ALL their policies to find the ONE that needed updated.

Unfortunately we're stuck with it, because we trusted Insurance Pro and didn't request a demo, we simply signed the agreement and now are locked in to a one year agreement for an inadequate program.

In the beginning, Agent Matrix was good and agent-focused.

Account Executive

I feel they could make some upgrades that makes it faster and easier to use for Account Executives.

Agent

This product is not only easy to use but it makes your work life that much more organized and efficient

Office Manager/Agent

Ability to keep all customer data, accounting, commissions in one program and variety of reports and correspondence options.

Manager

It lacks of some preset templates for agents / mangers / CSR based on most common configurations (best practices) with the option to add or remove permissions.

Agent 

I can transfer info from my Applied Rater straight into Agency Matrix so  I have all the information transferred when I'm ready for it.

owner agent

The new task system isn't as good as the prior version, the new notes updates now has extra required fields and extra steps.

I like how you have the ability to integrate the system with other systems we use day to day to help eliminate extra work and making things more streamline.

COMMERCIAL ACCOUNT MANAGER

YOU CAN THEN SELECT AND COPY THE CLIENT'S EMAIL, PASTE IT IN THE SEND TO BOX, THEN DESELECT CC THE CLIENT, AND YOU ARE GOOD TO GO.  

I think the quotes done on ITC should automatically transfer to the Matrix when quoted and marked under "Quote Received" or something showing the notes from ITC.

owner

The fact that the email and custom letter features are not compatible with usual business systems like Outlook or Word makes it difficult.

I asked twice in two different ways for a call regarding the steps to upgrading to a higher tier and no one called or emailed me back. When I am putting in a new client, a popup will say "there may be another client in the system with this info" but it doesn't tell who it is.

Executive Assistant

Our team had little problem learning how to use the system after only a few basic training sessions.

V-President

Matrix has made a habit of making changes without letting the end user know what they are changing and how it will affect this business until it has already happened.

THE TOOLS TO SERVICE A DIVERSE COMMERCIAL BOOK WITH MULTIPLE STANDARD A SURPLUS LINES CARRIERS JUST AREN'T THERE.

Vice President

Never was able to talk to someone when i needed help with the system.

Director

This allows us to build the sections of the insurance process that are most important to us.

Agency Owner

Some imbedded products are best to use outside sources, like the texting and telephony option.

I have trouble getting customer service on the phone & replies to my emails to support are slow, that is, if I get a response.

I had major issues with the company...including them totally deleting my file without my permission and the potential loss of data.

Agent/owner

When I started my agency , I had experience with several different agency management systems, most were out of my price range as a new startup.  

It has taken a little time and practice to really get comfortable with the system but any time I've had to reach out to customer service with an issue, they have been very quick to assist and usually are able to resolve any issue I have.

The new product, while a bit pricey, it is more technologically advanced and comes with training and training videos.

I think it is the management system that will help us maintain & increase clients for our agency.

It can be very complex with the set up of the system and really getting familiar with all of the features offered on the site and to really get the most out of what's offered.

President 

Fees and Taxes do not stay in totals with any edits to policy details.  

INFORMATION HAS TO BE ENTERED IN SEVERAL PLACES, ENTERING IN ONE SPOT DOESN'T FILL

I have repeatedly asked if we could change the driver's license number to Medicare number, which is a solid No.

President

Wish it could be more customizable to really be tailored to what my companies needs are.

The upgrade for agency financing was a nightmare & creates more work for the agency.

They should have training webinars and have users join based on the area of interest.  

I like to automated emails I can send for renewals.

I have a rep (who was recently terminated) that kept me calm and told me this is not the norm and he worked hard with others to get me up and running again.

Multiple features and helps inter office communication

Office Owner

I can access all the text messages and email sent/received .

Email Management

Customization

Agency Management

Payment Processing

Training and Learning Curve

Integration and Changes

Communication Issues

Growth Challenges

Updates and Upgrades

Large Enterprises

Small Business

Mid-size Business

Freelancers

Zywave

EZLynx

With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, customer portal, and more to make managing your policies easier. 

Activity Tracking

Audit Trail

Self Service Portal

Insurance Rating

Chromebook

HawkSoft CMS

JenesisNow Basic

JenesisNow Pro

Recurring technical disruptions

There have been a few small issues with the Acord forms freezing up when you go to open.

61% of reviewers feel negative about Jenesis’s bugs and issues. Users report frequent freezing, slow load times, and occasional crashes that interrupt their work and sometimes require a full reboot. Reviewers indicate that these technical problems can cause lost progress, errors during transactions, and disruptions in daily operations. Some users say glitches and connection issues are persistent enough to need regular technical support, and they find these disruptions frustrating when trying to complete important tasks or process changes in the system.

Intuitive system navigation

Risk Manager 

The interface is extremely easy to use and maneuver around.

Independent Agent

It was JUST enough information to help me use and navigate through the software without any issues! And, [SENSITIVE CONTENT HIDDEN] was a great personal trainer.

100% of reviewers feel positive about Jenesis’s navigation. Users say the software is easy to move through, with clear menus and a logical structure that helps them find information quickly. Reviewers appreciate that the navigation is more user-friendly compared to similar systems, and they find it easy to learn for both new and experienced users. Some users report that the intuitive navigation streamlines their workflow, allowing them to manage tasks efficiently and locate features or data without confusion or delays.

Streamlined daily operations

Overall Jenesis is easy to use and makes my job easier for me.

98% of reviewers feel positive about Jenesis’s ease of use. Users think the software simplifies daily tasks and makes managing their business more efficient. They say the system is straightforward, intuitive, and quick to learn, which helps reduce training time for new staff. Reviewers indicate that Jenesis’s layout and design allow them to complete their work with minimal effort, and they appreciate that it covers most of their essential needs without unnecessary complexity. Some users report that the platform’s simplicity is a key factor in making their jobs easier and less stressful.

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

Owner Agent

Its a simple system for basic Agency Management needs.

useful in keeping records of many carriers in one spot

Owner / Broker

The Jenesis Software helps to keep me and my agency organized and helps to avoid daily tasks from getting overlooked.

Customer Service Rep

Sometimes the downloads can be a little bit wonky

Service

Great source to help sort clients and keep notes!

The easy way to input customers and information or policies.

Can't see who viewed policy last on client's policy.

I wish the names in the suspenses were a link where you click them and it takes you directly to their file.

Agent Owner

What I like least is sometimes there is a marketing glitch and it will send emails / texts when it is not supposed to.

This program gives us everything we could possibly ask for in a customer management database.

I love that I am able to scan all important documents and categorize them for each insured, and the fact that I can create suspenses to help keep track with important to do's

Insurance Producer

Occasionally, errors come up with macros, but it seems to be less and less with each update.

The Jmail feature and customizable dashboard save me a lot of time.

I wish that options we do not use were able to be saved away vs having on our screen.

Manager/Agent 

All of that changed when we switched to Jenesis and their team members have helped me get back up and running within a month or so.

agent

Sometimes renewal notice is not coming up on renewal box.

I can use it easily without any specific instructions. If so, there are so many instructions on Youtube.

We can search multiple ways to find a customer.

Client's information at your finger tip, easy to use, very professional

owner/insurance agent

Rating  has been made much easier, keeping up with the money that is taken in on a daily basis.  

The customer service/ tech support team is amazing!

The easy of use with the web version is awesome.

Jenesis is very easy to learn and navigate.

They will help at anytime and take suggestions from users and actually implement change.

Jenesis is always willing to hear you out if you have requests on things you want to change or any suggestions.

Easy, streamlined and functional office for our smaller business.  

Insurance CSR

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.

I could shrink the footprint of the window.

It saves us time and LOTS of frustration.

Producer

It took awhile for us to understand all the processes.

Customer Service Representative

The best feature I like about Jenesis is that we can put the auto and homeowners policy information in it so we can see which insurance company we need to look up the policy information in.

I have worked on several other customer databases.

We could not have done it with out their help and expertise.

Agency Principal/Agent

Built by insurance pros for insurance pros.  

Once we learned how to get the downloads, Jenesis was very useful.

Jenesis keeps all of the customers organized and is easy to use.

Agency owner and agent

Let's not forget the help and understanding of the Jenesis staff.

I need to be able to insert categories and on Jenesis Image need to be able to add names to where we can find items without having to go through all the images.

We can always get an answer for any problem we have in a timely matter and love the fact that we always get to speak with an actual human.

Property & Casualty Producer

We try to enter as much information about each policy to get the best ratings possible.

Any time I've reached out to tech support, they've been amazing and quick!

Jenesis is very easy to use and if there are any issues, there is always someone to help right away.

I realized I will be able to send forms within the Software, which is a big time saver!

Agency Matrix vs Jenesis Software Comparison (2026)

Agency Matrix

Jenesis Software

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives