AgencyBloc AMS+ vs Jenesis Software

NowCerts

Applied Epic

Agency Matrix

HawkSoft CMS

ArboStar

charles

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

NowCerts is an insurance agency management system (AMS) designed to optimize workflows and improve business results. The AMS software is used by independent insurance agents, independent P&C agents, captive agents, and CSRs.

Discover the ultimate solution for tree care businesses with ArboStar. Streamline your operations, grow your business and provide exceptional customer service with this intuitive and easy-to-use cloud-based management platform. ArboStar offers a range of management tools to optimize your processes.

charles assists companies in pioneering conversational commerce by integrating shop systems, chat apps, and bots in a single platform. Key features include lead distribution & qualification, analytics, human handover, one-to-one messaging, real-time conversations, multi-chat, automation, and more.

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.

Activity Dashboard

Activity Tracking

Client Management

Collaboration Tools

Commission Management

Commission Statements

Compliance Management

Configurable Workflow

Contact Management

Customizable Fields

Dashboard

Document Management

For Insurance Industry

Insurance Management

Insurance Policy Management

Lead Capture

Lead Management

Life & Health

Mobile Access

Opportunity Management

Performance Metrics

Policy Management

Reminders

Reporting/Analytics

Sales Forecasting

Sales Pipeline Management

Sales Reports

AgencyBloc AMS+

Linux

Web-based

Windows

President

AgencyBloc is a really good CRM. Perfect for what we use it for and the customer service is excellent.

Some of the terms were strange, and that resulted in some of the functionality being lost.

Co-Owner

The ease of use has been beyond our expectations and the customer service is outstanding with response times being exceptional. We would highly recommedn this and already do to anyone who will listen.

Office Manager

I would recommend this system for any agency/broker of any size, the price and system advantages are worth it. One easy place to track all your clients.

Officer

It's easy to set up new applications, make new policies, and use data entry. The commission structure is perfect and its ease of use makes it that much more enjoyable to use.

Executive Vice President

I like the  continuous product improvements - most recently the addition of Outlook integration. We have also  very much enjoyed the strong customer/product support from AgencyBloc.

Partner

The ease of use and ease of implementing were among the top reasons we choose AgencyBloc. I am too busy to have to take on a system that requires hours of training.

Support Specialist

The search feature will help us to answer agent questions quickly. We are very satisfied with AgencyBloc and would highly recommend it to anyone looking for a commission tracking software program.

Contracting & Commissions Coordinator

They have implemented new, useful tools for agencies going to this program since we switched, and it seems like they are always working on new things to make it better.

Owner/Manager

Finding a product that fit so many aspects of what I was looking for was amazing.

Owner

It is a little obnoxious that it is web based. It takes more than just saving a contract or a guide to a folder.

Owner 

I can get in touch with Tasha at anytime and she does not make me feel as if my questions are dumb.

We replaced our spreadsheets with this and then discovered a lot of additional features that we've gradually started to use as well. This is a great piece of software that's worth every penny.

Business Manager

User friendly and more efficient then our previous software. Being able to move around in the different tabs without getting in and out of certain areas.

Running reports, searching for specifics, making changes, marketing, etc. The biggest negative is getting used to the email campaign system and limitations.

Agent

I love using agency bloc to keep my clients organized. It makes my job so much easier and i couldn't imagine living without it.

Vice President

This software program is outstanding. There are too many features to list however, the one that stands out the most is the commission tracker.

Prior to this, we were tethered to a server database. I also like that it is integrated between the database and commissions, as our prior commissions and information databases were not the same.

AgencyBloc AMS+ screenshot: Personalized Dashboard

AgencyBloc AMS+ screenshot: Individual Summary

AgencyBloc AMS+ screenshot: Automated Workflow

AgencyBloc AMS+ screenshot: Real-Time Analytics

AgencyBloc AMS+ screenshot: Commission Analytics

AgencyBloc AMS+ screenshot: Rx Collect - By centralizing all prescription and provider data within a single platform, Rx Collect removes manual data entry, ensures accuracy, and strengthens client relationships — ultimately driving retention and agency growth.

Freelancers

Large Enterprises

Mid Size Business

Small Business

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

Alerts/Notifications

Audit Trail

Billing & Invoicing

Broker/Agent Portal

Calendar Management

Cancellation Tracking

Claims Management

Claims Tracking

Client Portal

Commercial

Commercial Lines

Commission Calculations

Contact Database

Customer Accounts

Customer Database

Customer Portal

Customizable Branding

Customizable Forms

Customizable Reports

Customizable Templates

Data Import/Export

Digital Signature

Document Imaging

Document Storage

Document Templates

Drag & Drop

Electronic Payments

Electronic Signature

Email Management

Email Marketing

For Auto Insurance

For Homeowners Insurance

For Personal Insurance

Forms Management

Insurance Policy Processing

Insurance Rating

Invoice Management

Marketing Automation

Monitoring

Multi-State

Pipeline Management

Policy Issuance

Property & Casualty

Proposal Generation

Quotes/Estimates

Rating Engine

Real-Time Analytics

Real-Time Data

Real-Time Reporting

Referral Tracking

Reinstatement Tracking

Renewal Management

Reporting & Statistics

Risk Assessment

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

iPad

iPhone

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.

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.

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.

AgencyBloc AMS+ vs Jenesis Software Comparison (2026)

AgencyBloc AMS+

Jenesis Software

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives