FileTrac Evolve vs Jenesis Software

Carepatron

Applied Epic

AgencyBloc AMS+

Agency Matrix

HawkSoft CMS

Applied TAM

Compare FileTrac Evolve and Jenesis Software based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

All your healthcare work in one place: Notes, Clients records, Appointments, Billing, Payments, Transcription, Communication & more.

AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations with solutions to help agencies create efficiencies in sales enablement, quoting, client and policy management, commissions processing, and more.

Applied TAM is a cloud-based agency management software that helps small to midsize insurance businesses manage daily operations and administrative tasks. The platform enables organizations to streamline risk management, insurance renewals, marketing, compliance tracking, and other operations via a unified portal.

FileTrac Evolve is a cloud-based claims management system for independent adjusters of all sizes, from small businesses to large, multi-branch companies

Access Controls/Permissions

Accounting Integration

Activity Dashboard

Activity Tracking

Alerts/Notifications

Audit Management

Audit Trail

Billing & Invoicing

Case Management

Claims Adjuster Management

Claims Management

Claims Tracking

Client Management

Client Portal

Co-Pay & Deductible Tracking

Commission Calculations

Commission Management

Configurable Workflow

Contact Database

Contact Management

Customer Management

Customizable Branding

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Data Import/Export

Document Management

Document Storage

Document Templates

Electronic Claims

Email Management

Forms Management

Invoice Management

Monitoring

Paper-Based Claims

Payment Processing

Policy Management

Property & Casualty

Quotes/Estimates

Real-Time Analytics

Real-Time Data

Real-Time Reporting

Real-Time Updates

Reminders

Reporting & Statistics

Scheduling

Search/Filter

Secure Login

SSL Security

Status Tracking

Task Management

Task Scheduling

Third-Party Integrations

User Management

Workflow Management

FileTrac Evolve

Android

Web-based

Windows

iPad

iPhone

CEO| President

They want to see you succeed because when one succeeds we both win. That is mutual too because as they grow, the software becomes stronger making our operations stronger.

VP/COO

The ability to bulk dispatch using the mapping system and the ability to create your own reports based on our specific need. I am a big fan of their Customer Support Team.

Owner/Manager

GREAT PRICING --  Pricing is based on claim counts, making the great product available to ever firm large and small. GREAT SUPPORT -  If you have questions, they will respond immediately.

I.T. Director

Our firm has been able to function seamlessly thanks in large part to FileTrac. We have been using FileTrac for over 10 years and is still one of our best business decisions.

VP Claims / General Adjuster

The ability to monitor/review all company files, diaries and statuses is fantastic. We are able to pick up a file at any moment and proceed with the necessary handling.

File Trac has helped us build an AMAZING process, a claims assembly line, automating what can be automated and allowing us to focus on the quality more than mundane tasks.

The software already has most of the features would would like to see in a CMS without the high costs of a customized solution. The services and support are top notch.

I struggle to identify a negative to this CMS.

It is easy to use, easy to roll out, don't have to train any employees on use due to the user experience being self explanatory.

The adjuster payout & commission module virtually eliminates errors in adjuster payments and charge backs.

FileTrac Evolve screenshot: Manage claims all in one place

FileTrac Evolve screenshot: See your work in a single view

FileTrac Evolve screenshot: Create custom fee schedules

FileTrac Evolve screenshot: Bulk assign adjusters

FileTrac Evolve screenshot: Linked companies page

FileTrac Evolve screenshot: User personnel profile

FileTrac Evolve screenshot: Map claims, Search for adjuster, and Assign them

FileTrac Evolve screenshot: Select what is Visible to Client Notes

FileTrac Evolve screenshot:  Documents

FileTrac Evolve screenshot: Clients can create claims in the system

Freelancers

Large Enterprises

Mid Size Business

Small Business

HawkSoft is an insurance agency management system that offers a comprehensive suite of tools such as client relationship management, claim tracking and auditing, policy management and more.

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.

Agency Matrix's solution provides easy to use automation and a user-friendly interface to eliminate much of the burdensome processes associated with your business. Every client, every policy, every form, every endorsement, payment, image and report you could ever need or want is just a click away.

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.

Accounting

Broker/Agent Portal

Calendar Management

Cancellation Tracking

Commercial

Commercial Lines

Customer Accounts

Customer Database

Customer Portal

Digital Signature

Document Imaging

Drag & Drop

Electronic Payments

Electronic Signature

Email Marketing

For Auto Insurance

For Homeowners Insurance

For Insurance Industry

For Personal Insurance

Insurance Management

Insurance Policy Management

Insurance Policy Processing

Insurance Rating

Lead Management

Life & Health

Marketing Automation

Mobile Access

Multi-State

Pipeline Management

Policy Issuance

Proposal Generation

Rating Engine

Referral Tracking

Reinstatement Tracking

Renewal Management

Reporting/Analytics

Risk Assessment

Sales Reports

Self Service Portal

Underwriting Management

Jenesis Software

Office Manager

The technical support team does a great job about helping with any questions or making changes to software to better serve agencies.

Insurance agent

Very easy to use, Intuitive, cost effective software with wonderful options.

Practice Manager

What I liked most about the software was the ease of use.

Insurance Agent

This is very easy to use software. I liked the personal help you get from the Jenesis team.

Licensed Agent and Office Manager

It allows us to work from anywhere and have the crucial answers we need quickly for our client requests. We also appreciate the continual improvements that we all benefit from on an ongoing basis.

Agency Principal

The functionality is super easy to learn and use on a daily basis. Any issues you have can be dealt with immediately with he chat function.

Agent

I started in the insurance business on jenesis and now all other systems are ruined for me.

I find it very user-friendly and clear. The support staff are always helpful and return information very promptly.

I like the simplicity of the system. It makes being able to process policies fast and easy.

Overall I would say Jenesis is very helpful and easy to understand how to use the site. Everything is labeled very well and easy to read.

owner

We have really enjoyed using Genesis and getting help when needed.

My training process with Jenesis has been great.

General Manager

The integration their software uses to interface with our providers is a HUGE help.

Office Manager 

Also one issue we have had problems with is when we go in to make a change it is not processed sometimes at the time it is done. Especially if a renewal offer is already in place.

Agency Director

Jenesis has a robust platform with a low cost. It is adequate for most smaller agencies.

Partner

Very easy to use and friendly. Integrated email and system letters.

insurance agent

The updates block us form quoting and downloads and we have to call they get us up and running really fast though.

In the five years there have been minor problems, usually new users in the agency have created, but the Jenesis staff have helped us to figure out what happened and fixed them.

Jenesis Software screenshot: JenesisNow's customizable dashboard adapts to each user's role—giving your team the tools they need, where they need them.

Jenesis Software screenshot: JenesisNow’s client profile gives you everything you need at a glance, with an intuitive layout that makes it easy to view and manage client details.

Jenesis Software screenshot: JenesisNow offers automated carrier downloads to ensure your management system is always up-to-date.

Jenesis Software screenshot: JenesisNow includes automated marketing campaigns designed to help bring in new business as well as retain current clients.

Jenesis Software screenshot: JenesisNow’s reporting section lets users customize reports to fit their needs and easily share them with their team.

Jenesis Software screenshot: JenesisNow includes a prefillable ACORD Form Library, allowing you to quickly generate and customize industry-standard forms without starting from scratch.

Jenesis Software screenshot: JenesisNow is equipped with a client portal so your clients can rely on you at all times, not just during business hours.

FileTrac Evolve vs Jenesis Software Comparison (2026)

FileTrac Evolve vs Jenesis Software Comparison (2026)

FileTrac Evolve

Jenesis Software

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives