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NextAgency vs Jenesis Software Comparison (2026)

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NextAgency logo

NextAgency

Jenesis Software logo

Jenesis Software

Overview

NextAgency offers a commission tracking solution built into an agency management system for health & life insurance businesses with automated sales & marketing. NextCommission is also available as a stand-alone product.

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.

  • 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

85

/user

Per month

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

Starting from

50

/user

Per month

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

User reviews

4.9

42

5

4

3

2

1

38

4

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
98%
would recommend this app

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

Pros

“Next Agency is a very in depth and intuitive platform for Life & Health agencies - I was able to manage my clients with clarity and clear direction of my goals.”
RB

Rachel B.

owner agent

“Overall our company experience with NextAgency has been a good one. As mentioned before the customer service is fantastic and made the integration process in the beginning and moving forward a much easier thing.”
JW

Joy W.

Office Manager

“I also think the customer service is amazing. If you have questions, they are quick to respond.”
AM

Alyshia M.

Broker

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

Cons

Not enoughreviews yet

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

  • Vendor responds to reviews
  • Last review11 days ago
  • Vendor responds to reviews
  • Last review17 days ago

Key features

  • Total features58
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Agency Commission
  • Alerts/Notifications
  • Audit Trail
  • Billing & Invoicing
  • Broker/Agent Portal
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Cancellation Tracking
  • Claims Management
  • Claims Tracking
  • Client Management
  • Client Portal
  • Commercial
  • Commercial Lines
  • Commission Calculations
  • Commission Management
  • Commission Overrides
  • Commission Scheduling
  • Commission Statements
  • 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
  • Email Templates
  • Flat Commissions
  • For Auto Insurance
  • For Casualty Insurance
  • For Homeowners Insurance
  • For Insurance Industry
  • For Personal Insurance
  • Forecasting
  • Forms Management
  • Insurance Management
  • Insurance Policy Management
  • Insurance Policy Processing
  • Insurance Rating
  • Invoice Management
  • Invoicing & Receipts
  • Lead Capture
  • Lead Management
  • Lead Nurturing
  • Life & Health
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Multi-State
  • Opportunity Management
  • Payment Processing
  • Percentage Commissions
  • 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
  • Role-Based Permissions
  • SSL Security
  • Sales Pipeline Management
  • Sales Reports
  • Sales Tools
  • Search/Filter
  • Secure Login
  • Self Service Portal
  • Split Commissions
  • Status Tracking
  • Task Management
  • Task Scheduling
  • Third-Party Integrations
  • Tiered Commissions
  • Underwriting Management
  • User Management
  • Workflow Management
  • Total features98
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Agency Commission
  • Alerts/Notifications
  • Audit Trail
  • Billing & Invoicing
  • Broker/Agent Portal
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Cancellation Tracking
  • Claims Management
  • Claims Tracking
  • Client Management
  • Client Portal
  • Commercial
  • Commercial Lines
  • Commission Calculations
  • Commission Management
  • Commission Overrides
  • Commission Scheduling
  • Commission Statements
  • 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
  • Email Templates
  • Flat Commissions
  • For Auto Insurance
  • For Casualty Insurance
  • For Homeowners Insurance
  • For Insurance Industry
  • For Personal Insurance
  • Forecasting
  • Forms Management
  • Insurance Management
  • Insurance Policy Management
  • Insurance Policy Processing
  • Insurance Rating
  • Invoice Management
  • Invoicing & Receipts
  • Lead Capture
  • Lead Management
  • Lead Nurturing
  • Life & Health
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Multi-State
  • Opportunity Management
  • Payment Processing
  • Percentage Commissions
  • 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
  • Role-Based Permissions
  • SSL Security
  • Sales Pipeline Management
  • Sales Reports
  • Sales Tools
  • Search/Filter
  • Secure Login
  • Self Service Portal
  • Split Commissions
  • Status Tracking
  • Task Management
  • Task Scheduling
  • Third-Party Integrations
  • Tiered Commissions
  • Underwriting Management
  • User Management
  • Workflow Management

Integrations

  • Total integrations6
  • BerniePortal
  • Docusign
  • Employee Navigator
  • Formstack Sign
  • GReminders
  • Intulse
  • Lightspeed
  • Microsoft Outlook
  • QuickBooks Online Advanced
  • RingCentral Engage Digital
  • TurboRater
  • WeSignature
  • Zaper
  • Zapier
  • Total integrations9
  • BerniePortal
  • Docusign
  • Employee Navigator
  • Formstack Sign
  • GReminders
  • Intulse
  • Lightspeed
  • Microsoft Outlook
  • QuickBooks Online Advanced
  • RingCentral Engage Digital
  • TurboRater
  • WeSignature
  • Zaper
  • Zapier