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Jenesis Software vs TurboRater Comparison (2026)

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Good recommendations?

Jenesis Software logo

Jenesis Software

TurboRater logo

TurboRater

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.

TurboRater is a quoting solution for insurance brokers that allows users to quote multiple carriers through a comparative rater. The software analyzes carriers based on the coverage required, and automatically applies underwriting rules to provide instant accurate quotes.

  • 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

286

5

4

3

2

1

215

64

4

2

1

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

4.3

142

5

4

3

2

1

81

32

19

6

4

  • Value for money
  • Ease of use
  • Features
  • Customer support
70%
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

“On December 2, 2023 my office made the first payment to begin a contract with Turbo Rater, I initiated a service with TurboRater, expecting a seamless and supportive experience, especially considering the investment required for such a service.”
TJ

Tania J.

Producer

“Ease of use, mix of companies rated Standard and non-standard, integrates with management system easily, simple process to rate.”
KH

Keith H.

President

“Saves time from quoting directly with each company we represent.”
PK

Penny K.

Chief Admin Officer

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

“However, there was no follow-up contact from your team to offer assistance, answer any questions, or provide the expected level of customer service.”
TJ

Tania J.

Producer

“This has left me feeling somewhat neglected and dissatisfied with the treatment I've received.”
TJ

Tania J.

Producer

  • Vendor responds to reviews
  • Last review19 days ago
  • Vendor responds to reviews
  • Last reviewa year ago

Key features

  • Total features98
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Audit Trail
  • 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
  • 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
  • Third-Party Integrations
  • Underwriting Management
  • User Management
  • Workflow Management
  • Total features19
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Audit Trail
  • 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
  • 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
  • Third-Party Integrations
  • Underwriting Management
  • User Management
  • Workflow Management

Integrations

  • Total integrations9
  • AMS360
  • AgencyZoom
  • Applied
  • Applied Epic
  • Applied TAM
  • Docusign
  • Formstack Sign
  • HawkSoft CMS
  • InsuredMine
  • Jenesis Software
  • Liberate
  • Lightspeed
  • Microsoft Outlook
  • NowCerts
  • QuickBooks Online Advanced
  • RingCentral Engage Digital
  • TurboRater
  • Velocify
  • WeSignature
  • Zaper
  • Total integrations11
  • AMS360
  • AgencyZoom
  • Applied
  • Applied Epic
  • Applied TAM
  • Docusign
  • Formstack Sign
  • HawkSoft CMS
  • InsuredMine
  • Jenesis Software
  • Liberate
  • Lightspeed
  • Microsoft Outlook
  • NowCerts
  • QuickBooks Online Advanced
  • RingCentral Engage Digital
  • TurboRater
  • Velocify
  • WeSignature
  • Zaper