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Jenesis Software vs EZLynx Comparison (2026)

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Jenesis Software logo

Jenesis Software

EZLynx logo

EZLynx

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.

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.

  • 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

Empty state illustration for "No pricing info"

No pricing info

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

User reviews

4.7

284

5

4

3

2

1

213

64

4

2

1

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

3.7

75

5

4

3

2

1

30

17

15

3

10

  • Value for money
  • Ease of use
  • Features
  • Customer support
46%
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

“We also like the built-in automation, reminders, and reporting, which help us stay on top of renewals and follow up with prospects more efficiently.”
Verified reviewer profile picture

Robert S.

VP Sales and Marketing

“It's transformed our quoting process from a time-drain into a competitive advantage, allowing us to serve more clients better while maintaining the quality and thoroughness they expect from Thomas McKee Insurance Agency. If you're still quoting markets one at a time, you're leaving money on the table and frustrating prospects who expect instant answers.”
Verified reviewer profile picture

Shaun M.

Producer

“As an insurance producer juggling multiple commercial accounts and complex coverage needs, I need my personal lines operation to run like a well-oiled machine, and EXLynx delivers exactly that.”
Verified reviewer profile picture

Shaun M.

Producer

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

“In my experience, EZLynx is a bland, basic software that does not offer high-level functionality. While it works as a simple comparative rater and client management tool, it lacks more advanced features, robust integrations, and customization that a growing agency really needs.”
DF

DONALD F.

AGENCY PRODUCER

“Understanding how to pull reports and how to add in commissions was not as intuitive as the rest of the system”
Verified reviewer profile picture

Samantha E.

Agent

“The renewal process is AWFUL and there was a HUGE E&O hole that they would not address.”
KB

Kimberly B.

Office Manager

  • Vendor responds to reviews
  • Last review4 months ago
  • Vendor responds to reviews
  • Last review3 months ago

Key features

  • Total features98
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Audit Trail
  • Automated Quoting
  • Billing & Invoicing
  • Broker/Agent Portal
  • CRM
  • Calendar Management
  • Cancellation Tracking
  • Carrier Upload
  • 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
  • Lifecycle Management
  • MGA Administration
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Multi-State
  • Multiple Line Rating
  • 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
  • Templates
  • Third-Party Integrations
  • Underwriting Management
  • User Management
  • Workflow Management
  • Total features48
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Audit Trail
  • Automated Quoting
  • Billing & Invoicing
  • Broker/Agent Portal
  • CRM
  • Calendar Management
  • Cancellation Tracking
  • Carrier Upload
  • 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
  • Lifecycle Management
  • MGA Administration
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Multi-State
  • Multiple Line Rating
  • 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
  • Templates
  • Third-Party Integrations
  • Underwriting Management
  • User Management
  • Workflow Management

Integrations

  • Total integrations10
  • Docusign
  • Formstack Sign
  • Gmail
  • Lightspeed
  • Microsoft Outlook
  • QuickBooks Online Advanced
  • RingCentral Engage Digital
  • TurboRater
  • Velocify
  • WeSignature
  • Zaper
  • Total integrations3
  • Docusign
  • Formstack Sign
  • Gmail
  • Lightspeed
  • Microsoft Outlook
  • QuickBooks Online Advanced
  • RingCentral Engage Digital
  • TurboRater
  • Velocify
  • WeSignature
  • Zaper