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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: January 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.

Key benefits of using Jenesis Software

- Web Accessibility - Access your agency management system anytime, anywhere.
- Policy and Client Management - Simple to track and manage customer accounts, policies, renewals, and communication.
- Reporting and Analytics - Detailed customizable reports that tracks your agency's performance, client data, sales trends, commissions, productivity, and more.
- Integrated Marketing Tools - Email and Text campaigns that can be sent out in bulk cross-selling opportunities, renewals, or general client communication.
- User Friendly and Cost Effective - JenesisNow offers competitive pricing with two different packages to choose from depending on your agency's needs.

Starting price

50per user /
per month
view pricing plans

Pros & Cons

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Customer Support

Suggestions and Feedback

Training and Learning Curve

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.

Select to learn more


Who uses Jenesis Software?

Based on 283 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Insurance
Automotive
Computer Software
Financial Services

Use cases

Insurance
P&C Insurance
Insurance Policy
Commercial Insurance
Quoting

Jenesis Software's key features

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

Insurance policy management
Commission management
Claims management
Document management
Policy management
Contact management

All Jenesis Software features

Features rating:

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

Jenesis Software awards

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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.

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

Mike B.

Office Manager

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

Dominik s.

Insurance agent

Jenesis Software integrations (12)

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 (2)

WeSignature logo
WeSignature

Integration rating: 5.0 (1)

Formstack Sign logo
Formstack Sign

Integration rating: 2.0 (1)

Jenesis Software customer support

What do users say about Jenesis Software customer support?

Customer support rating:

We analyzed 54 verified user reviews to identify positive and negative aspects of Jenesis Software customer support.

A large number of users highlight the quick response and resolution times from Jenesis Software's customer support team.

Broad user base appreciates always having someone available by phone to assist with issues or system changes.

Widespread user sentiment praises the support staff for being friendly, helpful, and professional in every interaction.

Frequently reported by users, the team listens to feedback and implements user-suggested improvements in the software.

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.

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

MB

Mike B.

Office Manager

“I am very pleased with the overall service provided by Jenesis Software, and the specifically the team at Jenesis that helps make things easy. If we ever have a problem, they are on the phone very quickly and are always happy to assist.”

PM

Patrick M.

Account Manager

“Customer support is very efficient with their responses and their ability to fix the issues at hand.”

AO

Allison O.

Agent

Jenesis Software FAQs

Q. Who are the typical users of Jenesis Software?

Jenesis Software has the following typical customers:
Freelancers, Mid Size Business, Small Business


Q. What languages does Jenesis Software support?

Jenesis Software supports the following languages:
English


Q. Does Jenesis Software support mobile devices?

Jenesis Software supports the following devices:
Android, iPad, iPhone


Q. Does Jenesis Software offer an API?

No, Jenesis Software does not have an API available.


Q. What level of support does Jenesis Software offer?

Jenesis Software offers the following support options:
FAQs/Forum, Email/Help Desk, Phone Support, Chat, Knowledge Base

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