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Jenesis Software vs ePayPolicy Comparison (2026)

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Jenesis Software logo

Jenesis Software

ePayPolicy logo

ePayPolicy

Overview

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.

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.

  • 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

Starting from

50

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

25

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.7

285

5

4

3

2

1

214

64

4

2

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
93%
would recommend this app

4.9

258

5

4

3

2

1

232

24

0

1

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
95%
would recommend this app

Pros

“The web-based system (JenesisNow) is highly user-friendly and approachable, allowing agents to navigate easily and locate client information.”
MM

Md M.

manager

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

Mitchell H.

Owner Agent

“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

Pros

“It allows proper tracking of invoices whether leading up to due to date or overdue and can automatically notify insureds of overdue payments”
Verified reviewer profile picture

Daniel M.

Principle

“ePay has been a solid solution to managing payments from insureds to our office; with the challenges in the CA insurance markets and more customers having to use non-admitted, agency bill policies, ePay has helped make all the extra work a little easier.”
GG

Gregory G.

CEO

“I'd like to suggest a feature to create/download invoice for Offline-paid invoices (if the amount is over the deposit limit). Though the system does allow an invoice shown as paid offline, there's no receipt available to send over to the insured.”
LZ

Luca Z.

Office Manager - Commercial Insurance Specialist

Cons

“Sometimes, I found the system can experience temporary freezing or slowdowns.”
MM

Md M.

manager

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

Julie B.

Insurance Producer

“useful in keeping records of many carriers in one spot”
PT

Penny T.

Insurance Agent

Cons

“It doesn't integrate with our Premium Finance management software so we manually have to input the payments into our system so the client's policy doesn't get cancelled for lack of payment.”
SL

Sandra L.

President

“Verification codes don't go through email, they go through text, which can be difficult for shared use.”
AB

Annika B.

Accounting and Administrative Coordinator

“Not able to see detail invoice receipt with description that shows the client what they paid for, when using the invoice feature. neither we see it on the receipt)”
AR

Adriana R.

Business Support Manager

  • Vendor responds to reviews
  • Last review10 days ago
  • Vendor responds to reviews
  • Last review4 months ago

Key features

  • Total features98
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Audit Management
  • Audit Trail
  • Batch Processing
  • 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
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Credit Card Management
  • Credit Card Processing
  • Customer Accounts
  • Customer Database
  • Customer History
  • Customer Portal
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Security
  • Debit/Credit Card Processing
  • Digital Signature
  • Document Imaging
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Dunning Management
  • ETL
  • Electronic Payments
  • Electronic Signature
  • Electronic Signatures
  • Email Integration
  • Email Management
  • Email Marketing
  • Email Reminders
  • 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
  • Integrations Management
  • Invoice Management
  • Invoice Processing
  • Invoicing & Receipts
  • Lead Management
  • Life & Health
  • Marketing Automation
  • Mobile Access
  • Mobile Payments
  • Monitoring
  • Multi-Period Recurring Billing
  • Multi-State
  • Multiple Payment Options
  • Online Payments
  • PCI Compliance
  • Partial Payments
  • Payment Fraud Prevention
  • Payment Gateway Integration
  • Payment Links
  • 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
  • Receipt Management
  • Recurring Invoicing
  • Recurring/Subscription Billing
  • Referral Tracking
  • Refund Management
  • 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
  • Transaction History
  • Transaction Monitoring
  • Underwriting Management
  • User Management
  • Workflow Management
  • Total features59
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Audit Management
  • Audit Trail
  • Batch Processing
  • 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
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Credit Card Management
  • Credit Card Processing
  • Customer Accounts
  • Customer Database
  • Customer History
  • Customer Portal
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Security
  • Debit/Credit Card Processing
  • Digital Signature
  • Document Imaging
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Dunning Management
  • ETL
  • Electronic Payments
  • Electronic Signature
  • Electronic Signatures
  • Email Integration
  • Email Management
  • Email Marketing
  • Email Reminders
  • 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
  • Integrations Management
  • Invoice Management
  • Invoice Processing
  • Invoicing & Receipts
  • Lead Management
  • Life & Health
  • Marketing Automation
  • Mobile Access
  • Mobile Payments
  • Monitoring
  • Multi-Period Recurring Billing
  • Multi-State
  • Multiple Payment Options
  • Online Payments
  • PCI Compliance
  • Partial Payments
  • Payment Fraud Prevention
  • Payment Gateway Integration
  • Payment Links
  • 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
  • Receipt Management
  • Recurring Invoicing
  • Recurring/Subscription Billing
  • Referral Tracking
  • Refund Management
  • 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
  • Transaction History
  • Transaction Monitoring
  • Underwriting Management
  • User Management
  • Workflow Management

Integrations

  • Total integrations10
  • Applied CSR24
  • BindHQ
  • Docusign
  • Formstack Sign
  • Gmail
  • HawkSoft CMS
  • Lightspeed
  • Microsoft Outlook
  • NowCerts
  • QuickBooks Online Advanced
  • RingCentral Engage Digital
  • TurboRater
  • Vertafore AMS360
  • WeSignature
  • Zaper
  • Total integrations5
  • Applied CSR24
  • BindHQ
  • Docusign
  • Formstack Sign
  • Gmail
  • HawkSoft CMS
  • Lightspeed
  • Microsoft Outlook
  • NowCerts
  • QuickBooks Online Advanced
  • RingCentral Engage Digital
  • TurboRater
  • Vertafore AMS360
  • WeSignature
  • Zaper

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