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Insurance · head to head

AgencyBloc vs Jenesis Software

AgencyBloc logo

AgencyBloc

Insurance

CRM & commission management for health insurance

From
$70/month
Rated
-
Full reviewWebsite
Jenesis Software logo

Jenesis Software

Insurance

Agency management system for small independent property and casualty agencies

From
$50/month
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: AgencyBloc sold as four separate modules, AMS+, Engage+, Quote+ and Commissions+, so a full workflow means licensing several; Jenesis Software the base fee is charged per physical agency location rather than per organisation, so an agency with three small branches pays three base fees on top of every seat and the effective cost per user rises sharply as it opens offices.
  • They diverge on capability: AgencyBloc covers CRM & contact management, Jenesis Software covers ACORD form library.
  • Prices and features above were last checked on 31 August 2026.

Where they differ

Only the attributes on which AgencyBloc and Jenesis Software actually diverge.

Attributes where AgencyBloc and Jenesis Software differ
AttributeAgencyBlocJenesis Software
Starting price$70/month$50/month
Pricing modelsubscriptionPer user per month
Founded2008Unknown

Identical on both: free tier (No), platforms (Web, Ios, Android), user rating (Not yet rated), category (Insurance).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in AgencyBloc

  • CRM & contact management
  • Policy management
  • Workflow automation
  • Activity management
  • Email marketing
  • Document storage
  • Custom reporting
  • Zapier

Only in Jenesis Software

  • ACORD form library
  • IVANS downloads
  • Certificate management
  • Two way text and email
  • Receipting and invoicing
  • Comparative rating links
  • Zapier connection

Both cover

  • Commission tracking

What people use each for

The jobs each tool is most often brought in to do.

AgencyBloc

  • Client and policy management for a health or Medicare agencynot Jenesis Software
  • Commission reconciliation and finding missed carrier paymentsnot Jenesis Software
  • Small group benefits quoting and enrollmentnot Jenesis Software
  • Compliance tracking and reportingnot Jenesis Software
  • Agency websites and email campaignsnot Jenesis Software

Jenesis Software

  • A three person personal lines agency replacing spreadsheets and a shared Outlook mailbox without committing to a multi year enterprise contractnot AgencyBloc
  • An agency principal who wants IVANS downloads so renewal data arrives from carriers instead of being retyped each termnot AgencyBloc
  • A small commercial agency that issues certificates of insurance daily and needs holder lists and reissue tracking in one placenot AgencyBloc
  • A scratch agency budgeting a fixed monthly software cost from year one rather than negotiating an enterprise quotenot AgencyBloc

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

AgencyBloc

  • Sold as four separate modules, AMS+, Engage+, Quote+ and Commissions+, so a full workflow means licensing several
  • Aimed specifically at health, benefits and Medicare insurance agencies rather than general insurance or other industries
  • Pricing is not published

Jenesis Software

  • The base fee is charged per physical agency location rather than per organisation, so an agency with three small branches pays three base fees on top of every seat and the effective cost per user rises sharply as it opens offices.
  • Carrier download coverage is narrower than Applied Epic or Vertafore AMS360, so agencies with a long tail of regional carriers keep manually entering policies for the carriers Jenesis does not support and never reach a clean single source of policy data.
  • Reporting is limited to fixed operational reports, so an agency that wants book of business analysis by producer, carrier profitability or retention cohorts has to export data and build it in a spreadsheet each month.
  • There is no accounting general ledger, so agency bill trust accounting is reconciled in QuickBooks or similar alongside the system and the two records drift unless someone reconciles them deliberately.
  • Export options for a full data extract are constrained, which makes migrating away or being acquired by a larger agency a manual data project rather than a supported handover, and this only becomes visible at the point of exit.

Pricing, plan by plan

AgencyBloc

$70/month
  • Essentials$70/month
    • CRM & contact management
    • Policy management
    • Activity tracking
  • Professional$140/month
    • All Essentials features
    • Commission tracking
    • Workflow automation
  • Enterprise$undefined/month
    • All Professional features
    • Multi-agency support
    • Custom integrations

Jenesis Software

$50/month
  • JenesisNow Basic$50/month
    • Client and policy management
    • ACORD form library
    • Certificates of insurance
  • JenesisNow Pro$70/month
    • Everything in Basic
    • IVANS carrier downloads
    • Commission tracking

Which should you pick?

Choose AgencyBloc if

  • You need crm & contact management.
  • You work on Web, Ios, Android.
  • You also want policy management.
AgencyBloc review

Choose Jenesis Software if

  • You need acord form library.
  • You work on Web, iOS, Android.
  • You also want ivans downloads.
Jenesis Software review

Questions people ask

Is AgencyBloc or Jenesis Software better?
Neither clearly leads. AgencyBloc starts at $70/month and Jenesis Software at $50/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, AgencyBloc or Jenesis Software?
AgencyBloc starts at $70/month and Jenesis Software at $50/month.
Does AgencyBloc or Jenesis Software run on more platforms?
AgencyBloc runs on Web, Ios, Android. Jenesis Software runs on Web, iOS, Android.
What is AgencyBloc best used for?
AgencyBloc is most often used for client and policy management for a health or medicare agency, commission reconciliation and finding missed carrier payments, small group benefits quoting and enrollment, compliance tracking and reporting. Of those, client and policy management for a health or medicare agency and commission reconciliation and finding missed carrier payments are not what Jenesis Software is typically brought in for.
What can AgencyBloc do that Jenesis Software cannot?
AgencyBloc covers CRM & contact management, Policy management, Workflow automation, Activity management. Jenesis Software covers ACORD form library, IVANS downloads, Certificate management, Two way text and email. Both handle Commission tracking.

Answered from the vendors’ own pages

AgencyBloc: How much does AgencyBloc cost?

AgencyBloc does not publish transparent pricing. The platform offers three product lines (AMS+, Commissions+, and Quote+) with pricing determined by transaction volume. Exact costs require contacting AgencyBloc to request customized pricing information for your agency size. Source: https://www.agencybloc.com/pricing

Source
Jenesis Software: Does Jenesis publish its price?

Yes. JenesisNow Basic is roughly 50 US dollars per user per month and Pro roughly 70, which is unusual in agency management systems. What is not published is the base fee charged per physical agency location, and you must ask for that figure before comparing.

AgencyBloc: What AgencyBloc tiers are available?

AgencyBloc offers three tier levels for AMS+ (Grow, Accelerate, Elevate) with features listed but no associated pricing. Commissions+ and Quote+ pricing are also based on transaction volume. Feature details are available but specific costs require a demo request. Source: https://www.agencybloc.com/pricing

Source
Jenesis Software: Can it replace Applied Epic or AMS360?

Only for small agencies. It lacks the accounting, benefits, surplus lines and reporting depth those systems carry, and most agencies migrating up rather than down leave Jenesis somewhere around twenty staff.

Jenesis Software: Does it do comparative rating?

No. It passes data to third party raters such as EZLynx rather than producing carrier quotes itself, so you still licence a rater separately.

Jenesis Software: Is agency accounting included?

Only receipting, invoicing and basic receivables. There is no general ledger, so trust accounting is normally kept in a separate accounting package.

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