Jenesis Software
A long-running agency management system for small and mid-sized independent agencies, with a cloud product, JenesisNow, aimed at agencies that want policy management without enterprise complexity.
What it costs
Third-party directories report two tiers around $50 and $70 per user per month, with the cloud product adding a base fee per physical agency location. The vendor also publishes a general guide to agency management software pricing rather than its own rate card.
Trial and access: Demo-led; no public self-serve signup.
Who it suits
- Small independent P&C agencies, roughly 1 to 10 staff
- Agencies replacing paper or spreadsheet policy tracking
- Single-location agencies watching cost closely
- Owners who want an AMS without an implementation project
What it includes
| Insurance workflow | |
|---|---|
| Policy & renewal records | Included |
| Commission tracking | Not stated |
| ACORD forms & certificates | Included |
| Comparative rating / quoting | Via integration |
| Carrier records & downloads | Included |
| Producer licensing tracking | Not stated |
| Health insurance quoting | |
| Household records (members under one client) | Not stated |
| ACA marketplace quoting | Not stated |
| HealthSherpa connection (ACA) | Not stated |
| HealthSherpa connection (Medicare) | Not stated |
| Medicare plan comparison | Not stated |
| Individual Medicare quotes (drugs, pharmacy) | Not stated |
| SunFire quoting connection | Not stated |
| Provider network lookup | Not stated |
| Disruption alerts (carrier exits, network changes) | Not stated |
| Plan exit and network map | Not stated |
| Client communication | |
| Integrated phone system | Not stated |
| Integrated SMS | Included |
| Integrated email | Included |
| Integrated fax | Not stated |
| Integrated invoicing & payments | Not stated |
| AI receptionist | Not stated |
| Client portal | Included |
| E-signature | Not stated |
| Platform | |
| Workflow automation | Included |
| Custom fields & objects | Not stated |
| Public API | Not stated |
| Integration marketplace | Not stated |
| White-label / rebranding | Not stated |
| Mobile app | Not stated |
| Multi-language interface | Not stated |
| Reporting & dashboards | Included |
| Buying it | |
| Published price list | Not offered |
| Free plan | Not offered |
| Free trial | Not stated |
| Self-serve signup | Not offered |
What it does well
- Priced for small agencies, well below the enterprise agency management systems.
- Straightforward policy, client and renewal management without a long implementation.
- Vendor maintains an active tutorial channel covering the cloud product feature by feature.
- Long track record with small independent agencies.
Where it falls short
- No published rate card, and the location-based base fee makes multi-office cost harder to predict.
- Property and casualty oriented rather than health, ACA or Medicare.
- Interface and reporting are functional rather than modern.
- Little independent third-party training; most instructional video is vendor-produced.
See it in motion
Videos are hosted on YouTube and load only when you click. We link independent walkthroughs where they exist, not only vendor marketing.
Official documentation
Sources
Everything on this page traces back to one of these. Checked 2026-09-04.
Reviews from agents
Written by people who use or have used Jenesis Software. Each review shows the reviewer's name, agency and state, and a person reads it before it appears. We do not edit the wording. Reviews never change a score or the ranking.
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