Jenesis Software vs Smart Agent

Applied Epic

AgencyBloc AMS+

Agency Matrix

HawkSoft CMS

InsureCert

Oracle Insurance

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

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.

Access Controls/Permissions

Accounting

Accounting Integration

Activity Dashboard

Activity Tracking

Alerts/Notifications

Audit Trail

Billing & Invoicing

Broker/Agent Portal

Calendar Management

Cancellation Tracking

Claims Management

Claims Tracking

Client Management

Client Portal

Commercial

Commercial Lines

Commission Calculations

Commission Management

Configurable Workflow

Contact Database

Contact Management

Customer Accounts

Customer Database

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

Email Management

Email Marketing

For Auto Insurance

For Homeowners Insurance

For Insurance Industry

For Personal Insurance

Forms Management

Insurance Management

Insurance Policy Management

Insurance Policy Processing

Insurance Rating

Invoice Management

Lead Management

Life & Health

Marketing Automation

Mobile Access

Monitoring

Multi-State

Pipeline Management

Policy Issuance

Policy Management

Property & Casualty

Proposal Generation

Quotes/Estimates

Rating Engine

Real-Time Analytics

Real-Time Data

Real-Time Reporting

Referral Tracking

Reinstatement Tracking

Reminders

Renewal Management

Reporting & Statistics

Reporting/Analytics

Risk Assessment

Sales Reports

Search/Filter

Secure Login

Self Service Portal

SSL Security

Status Tracking

Task Management

Third-Party Integrations

Underwriting Management

User Management

Workflow Management

Jenesis Software

Android

Web-based

Windows

iPad

iPhone

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.

Freelancers

Mid Size Business

Small Business

Oracle Insurance is an insurance policy and HIPAA compliance management software that helps businesses manage claims adjudication, policy processing, member enrollment, and more from within a unified platform. It allows staff members to utilize a rules-based policy administration tool to configure group insurance products, set up life insurance policies, manage calculations, and handle business underwritings.

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.

Imagine AUTOMATED insurance software as passive, embedded and totally secure. Imagine insurance that adapts automatically to your client's needs and constantly works to find them the best coverage.

An online software and mobile application for insurance agents which helps them to manage their insurance sales data digitally and grow their businesses.

Jenesis Software vs Smart Agent Comparison (2026)

Jenesis Software

Smart Agent

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

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