Insurance · head to head
HawkSoft vs Jenesis Software

Jenesis Software
Insurance
Agency management system for small independent property and casualty agencies
- From
- $50/month
- Rated
- -
The short version
- Each has a real cost: HawkSoft no pricing published on website; customers must contact sales; 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: HawkSoft 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 HawkSoft and Jenesis Software actually diverge.
| Attribute | HawkSoft | Jenesis Software |
|---|---|---|
| Starting price | $199/month | $50/month |
| Pricing model | subscription | Per user per month |
| Platforms | Windows, Web | Web, iOS, Android |
| Founded | 1995 | Unknown |
Identical on both: free tier (No), 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 HawkSoft
- Policy management
- Client database
- Document management
- Integrated accounting
- Email integration
- Task management
- Reporting
- IVANS
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.
HawkSoft
- Agency managementnot Jenesis Software
- Policy servicingnot Jenesis Software
- Client managementnot Jenesis Software
- Accountingnot Jenesis Software
- Commission trackingnot 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 HawkSoft
- An agency principal who wants IVANS downloads so renewal data arrives from carriers instead of being retyped each termnot HawkSoft
- A small commercial agency that issues certificates of insurance daily and needs holder lists and reissue tracking in one placenot HawkSoft
- A scratch agency budgeting a fixed monthly software cost from year one rather than negotiating an enterprise quotenot HawkSoft
Where each one falls short
Documented limitations, not opinions. Every one is a constraint you would hit in normal use.
HawkSoft
- No pricing published on website; customers must contact sales
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
HawkSoft
$199/month- HawkSoft CMS$199/month
- Policy management
- Client management
- Document storage
- HawkSoft Plus$349/month
- All CMS features
- Integrated accounting
- Commission tracking
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 HawkSoft if
- You need policy management.
- You work on Windows, Web.
- You also want client database.
Choose Jenesis Software if
- You need acord form library.
- You work on Web, iOS, Android.
- You also want ivans downloads.
Questions people ask
- Is HawkSoft or Jenesis Software better?
- Neither clearly leads. HawkSoft starts at $199/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, HawkSoft or Jenesis Software?
- HawkSoft starts at $199/month and Jenesis Software at $50/month.
- Does HawkSoft or Jenesis Software run on more platforms?
- HawkSoft runs on Windows, Web. Jenesis Software runs on Web, iOS, Android.
- What is HawkSoft best used for?
- HawkSoft is most often used for agency management, policy servicing, client management, accounting. Of those, agency management and policy servicing are not what Jenesis Software is typically brought in for.
- What can HawkSoft do that Jenesis Software cannot?
- HawkSoft covers Policy management, Client database, Document management, Integrated accounting. 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
HawkSoft: How much does HawkSoft cost?
HawkSoft does not publish pricing on its website. Prospective customers must contact the sales team at (866) 884-4680 (Option 4) or [email protected] to obtain a quote.
SourceJenesis 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.
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.
Related pages
More on Jenesis Software
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