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Insurance · head to head

InsurancePro vs Jenesis Software

I

InsurancePro

Insurance

Agency management system for small US personal lines insurance agencies, now sold by Zywave

From
On request
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: InsurancePro commercial lines handling is thin next to Applied Epic or AMS360, so an agency that grows into mid-market commercial accounts will usually have to migrate rather than upgrade, and agency management migrations routinely take six months and lose historic activity notes.; 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: InsurancePro covers Policy and client records, Jenesis Software covers ACORD form library.
  • Prices and features above were last checked on 1 September 2026.

Where they differ

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

Attributes where InsurancePro and Jenesis Software differ
AttributeInsuranceProJenesis Software
Starting priceOn request$50/month
Pricing modelquotePer user per month
PlatformsWeb, Windows, iOS, AndroidWeb, iOS, Android

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 InsurancePro

  • Policy and client records
  • TurboRater integration
  • ACORD forms and certificates
  • Automated task lists
  • Document storage
  • Reporting
  • Download processing

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.

InsurancePro

  • A five person personal lines agency already running TurboRater that wants a management system from the same vendor so quotes flow through without rekeyingnot Jenesis Software
  • An agency leaving paper files and spreadsheets that needs ACORD forms and carrier download without an enterprise implementation projectnot Jenesis Software
  • A start-up agency that cannot justify Applied Epic pricing but needs commission reconciliation from day onenot Jenesis Software
  • An agency owner who wants one supplier relationship covering rating, management and forms rather than stitching three vendors togethernot 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 InsurancePro
  • An agency principal who wants IVANS downloads so renewal data arrives from carriers instead of being retyped each termnot InsurancePro
  • A small commercial agency that issues certificates of insurance daily and needs holder lists and reissue tracking in one placenot InsurancePro
  • A scratch agency budgeting a fixed monthly software cost from year one rather than negotiating an enterprise quotenot InsurancePro

Where each one falls short

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

InsurancePro

  • Commercial lines handling is thin next to Applied Epic or AMS360, so an agency that grows into mid-market commercial accounts will usually have to migrate rather than upgrade, and agency management migrations routinely take six months and lose historic activity notes.
  • TurboRater is a separate purchase, so the integration that is the main reason to buy InsurancePro is only available if you pay for both products, which changes the total cost comparison against systems that include no rater at all.
  • Pricing is not published anywhere, so agencies cannot benchmark before entering a sales conversation and the quote varies with agency size and negotiation.
  • Since the Zywave acquisition the product sits inside a portfolio whose strategic focus is benefits and commercial content, which raises a real question about how much engineering investment a small personal lines AMS will attract over the next few years.
  • Carrier download coverage depends on IVANS connections that the agency must arrange with each carrier, so a new agency can spend weeks chasing download authorisations before the automation the system promises actually works.

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

InsurancePro

On request
  • InsurancePro$undefined/year
    • Agency management system
    • TurboRater integration sold separately
    • Carrier download

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 InsurancePro if

  • You need policy and client records.
  • You work on Web, Windows, iOS, Android.
  • You also want turborater integration.
InsurancePro 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 InsurancePro or Jenesis Software better?
Neither clearly leads. InsurancePro starts at On request and Jenesis Software at $50/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, InsurancePro or Jenesis Software?
InsurancePro starts at On request and Jenesis Software at $50/month.
Does InsurancePro or Jenesis Software run on more platforms?
InsurancePro runs on Web, Windows, iOS, Android. Jenesis Software runs on Web, iOS, Android.
What is InsurancePro best used for?
InsurancePro is most often used for a five person personal lines agency already running turborater that wants a management system from the same vendor so quotes flow through without rekeying, an agency leaving paper files and spreadsheets that needs acord forms and carrier download without an enterprise implementation project, a start-up agency that cannot justify applied epic pricing but needs commission reconciliation from day one, an agency owner who wants one supplier relationship covering rating, management and forms rather than stitching three vendors together. Of those, a five person personal lines agency already running turborater that wants a management system from the same vendor so quotes flow through without rekeying and an agency leaving paper files and spreadsheets that needs acord forms and carrier download without an enterprise implementation project are not what Jenesis Software is typically brought in for.
What can InsurancePro do that Jenesis Software cannot?
InsurancePro covers Policy and client records, TurboRater integration, ACORD forms and certificates, Automated task lists. 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

InsurancePro: Is InsurancePro still sold under its own name?

Yes. It is now a Zywave product, sold on the TurboRater site as InsurancePro, but it retains its own name and its own product page.

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.

InsurancePro: Do I need TurboRater to use InsurancePro?

No, but without it you lose the quote-to-management data flow that is the main commercial argument for choosing this system over a rival.

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.

InsurancePro: Can it handle commercial lines?

It can record commercial policies and produce commercial ACORD forms, but agencies writing substantial commercial books generally find the workflow and reporting insufficient.

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.

InsurancePro: What does it cost?

Zywave does not publish pricing. Expect a quote based on agency headcount and modules, with rating licensed 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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