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Insurance · head to head

AgencyZoom vs Jenesis Software

AgencyZoom logo

AgencyZoom

Insurance

Unified agency management and brokerage platform

From
$99/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: AgencyZoom starts at $149 a month for independent agencies, rising to $349 for the Pro tier; 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: AgencyZoom covers Policy 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 AgencyZoom and Jenesis Software actually diverge.

Attributes where AgencyZoom and Jenesis Software differ
AttributeAgencyZoomJenesis Software
Starting price$99/month$50/month
Pricing modelsubscriptionPer user per month
Founded2009Unknown

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 AgencyZoom

  • Policy management
  • Integrated accounting
  • Client management
  • Reporting
  • Document management
  • Carrier downloads
  • Client portal
  • Mobile app

Only in Jenesis Software

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

What people use each for

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

AgencyZoom

  • Lead management and prospecting for insurance agenciesnot Jenesis Software
  • Automated follow-up and winback campaignsnot Jenesis Software
  • Producer goal tracking and commission calculationnot Jenesis Software
  • Collecting Google reviews from policyholdersnot Jenesis Software
  • Multi-location management for captive agency groupsnot 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 AgencyZoom
  • An agency principal who wants IVANS downloads so renewal data arrives from carriers instead of being retyped each termnot AgencyZoom
  • A small commercial agency that issues certificates of insurance daily and needs holder lists and reissue tracking in one placenot AgencyZoom
  • A scratch agency budgeting a fixed monthly software cost from year one rather than negotiating an enterprise quotenot AgencyZoom

Where each one falls short

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

AgencyZoom

  • Starts at $149 a month for independent agencies, rising to $349 for the Pro tier
  • All plans include up to 7 user seats and extra seats require contacting sales
  • Zapier, Google Reviews and two-way email and texting need the Growth tier at $199 a month
  • AgencyHR, the service centre and events automation are Pro only
  • Integrating with an agency management system may cost extra depending on the system

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

AgencyZoom

$99/month
  • Essential$149/month
    • Up to 7 seats
    • 14-day free trial
    • Most limited offering
  • Growth$199/month
    • Up to 7 seats
    • 14-day free trial
    • Excludes events automation and service center
  • Pro$349/month
    • Up to 7 seats
    • 14-day free trial
    • Full feature set

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 AgencyZoom if

  • You need policy management.
  • You work on Web, Ios, Android.
  • You also want integrated accounting.
AgencyZoom 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 AgencyZoom or Jenesis Software better?
Neither clearly leads. AgencyZoom starts at $99/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, AgencyZoom or Jenesis Software?
AgencyZoom starts at $99/month and Jenesis Software at $50/month.
Does AgencyZoom or Jenesis Software run on more platforms?
AgencyZoom runs on Web, Ios, Android. Jenesis Software runs on Web, iOS, Android.
What is AgencyZoom best used for?
AgencyZoom is most often used for lead management and prospecting for insurance agencies, automated follow-up and winback campaigns, producer goal tracking and commission calculation, collecting google reviews from policyholders. Of those, lead management and prospecting for insurance agencies and automated follow-up and winback campaigns are not what Jenesis Software is typically brought in for.
What can AgencyZoom do that Jenesis Software cannot?
AgencyZoom covers Policy management, Integrated accounting, Client management, Reporting. Jenesis Software covers ACORD form library, IVANS downloads, Certificate management, Commission tracking.

Answered from the vendors’ own pages

AgencyZoom: What is the maximum number of team seats included in AgencyZoom plans?

All AgencyZoom plans (Essential at $149/month, Growth at $199/month, and Pro at $349/month) include up to 7 seats for team members. Additional seats beyond 7 require contacting the sales team.

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.

AgencyZoom: Can I pay AgencyZoom annually for a discount?

Yes. AgencyZoom offers a 20 percent discount when billing annually instead of month-to-month across all plans (Essential, Growth, and Pro). Month-to-month cancellation is available on all tiers.

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.

AgencyZoom: How long is the free trial for AgencyZoom?

AgencyZoom offers a 14-day free trial on all three plan tiers (Essential, Growth, and Pro). The trial includes full platform access to evaluate features before committing to a paid subscription.

Source
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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