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Agency Matrix vs Jenesis Software Comparison (2026)
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Good recommendations?
Agency Matrix
5
39
4
29
3
14
2
11
1
10
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Jenesis Software
5
215
4
64
3
4
2
2
1
1
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Insurance Agency Automation Solutions Agency 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.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
3.7
103
5
4
3
2
1
39
29
14
11
10
- Value for money
- Ease of use
- Features
- Customer support
4.7
286
5
4
3
2
1
215
64
4
2
1
- Value for money
- Ease of use
- Features
- Customer support
Pros
Kaitlyn M.
Account executive
Jacob B.
Insurance Agent
Kaitlyn M.
Account executive
Pros
Md M.
manager
Mitchell H.
Owner Agent
Christian S.
Insurance Agent
Cons
Jacob B.
Insurance Agent
Nate T.
COO
Gina S.
Owner
Cons
Md M.
manager
Julie B.
Insurance Producer
Penny T.
Insurance Agent
- Vendor responds to reviews
- Last review5 months ago
- Vendor responds to reviews
- Last review17 days ago
Key features
- Total features26
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audit Trail
- Billing & Invoicing
- Broker/Agent Portal
- CRM
- Calendar Management
- Cancellation Tracking
- Claims Management
- Claims Tracking
- Client Management
- Client Portal
- Commercial
- Commercial Lines
- Commission Calculations
- Commission Management
- Commissions
- Comparative Insurance Rating
- Configurable Workflow
- Contact Database
- Contact Management
- Customer Accounts
- Customer Database
- Customer History
- 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
- Electronic Signatures
- Email Integration
- Email Management
- Email Marketing
- For Auto Insurance
- For Casualty Insurance
- For Homeowners Insurance
- For Insurance Industry
- For Personal Insurance
- Forms Management
- Insurance Management
- Insurance Policy Management
- Insurance Policy Processing
- Insurance Rating
- Invoice Management
- Invoicing & Receipts
- Lead Management
- Life & Health
- Marketing Automation
- Mobile Access
- Monitoring
- Multi-State
- Payment Processing
- Pipeline Management
- Policy Issuance
- Policy Library
- Policy Management
- Property & Casualty
- Proposal Generation
- Quotes/Estimates
- Rating Engine
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Reinstatement Tracking
- Reminders
- Renewal Management
- Reporting
- Reporting & Statistics
- Reporting/Analytics
- Risk Assessment
- SSL Security
- Sales Reports
- Sales Tools
- Search/Filter
- Secure Login
- Self Service Portal
- Status Tracking
- Task Management
- Third-Party Integrations
- Underwriting Management
- User Management
- Workflow Management
- Total features98
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audit Trail
- Billing & Invoicing
- Broker/Agent Portal
- CRM
- Calendar Management
- Cancellation Tracking
- Claims Management
- Claims Tracking
- Client Management
- Client Portal
- Commercial
- Commercial Lines
- Commission Calculations
- Commission Management
- Commissions
- Comparative Insurance Rating
- Configurable Workflow
- Contact Database
- Contact Management
- Customer Accounts
- Customer Database
- Customer History
- 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
- Electronic Signatures
- Email Integration
- Email Management
- Email Marketing
- For Auto Insurance
- For Casualty Insurance
- For Homeowners Insurance
- For Insurance Industry
- For Personal Insurance
- Forms Management
- Insurance Management
- Insurance Policy Management
- Insurance Policy Processing
- Insurance Rating
- Invoice Management
- Invoicing & Receipts
- Lead Management
- Life & Health
- Marketing Automation
- Mobile Access
- Monitoring
- Multi-State
- Payment Processing
- Pipeline Management
- Policy Issuance
- Policy Library
- Policy Management
- Property & Casualty
- Proposal Generation
- Quotes/Estimates
- Rating Engine
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Reinstatement Tracking
- Reminders
- Renewal Management
- Reporting
- Reporting & Statistics
- Reporting/Analytics
- Risk Assessment
- SSL Security
- Sales Reports
- Sales Tools
- Search/Filter
- Secure Login
- Self Service Portal
- Status Tracking
- Task Management
- Third-Party Integrations
- Underwriting Management
- User Management
- Workflow Management
Integrations
- Total integrations5
- Docusign
- Formstack Sign
- Jive
- Lightspeed
- Microsoft Outlook
- Nextiva
- QuickBooks Online Advanced
- RingCentral Engage Digital
- TurboRater
- Vonage Business Communications
- WeSignature
- Zaper
- Total integrations9
- Docusign
- Formstack Sign
- Jive
- Lightspeed
- Microsoft Outlook
- Nextiva
- QuickBooks Online Advanced
- RingCentral Engage Digital
- TurboRater
- Vonage Business Communications
- WeSignature
- Zaper
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