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Insurance · head to head

Jenesis Software vs Novidea

Jenesis Software logo

Jenesis Software

Insurance

Agency management system for small independent property and casualty agencies

From
$50/month
Rated
-
Full reviewWebsite
Novidea logo

Novidea

Insurance

Broker and MGA management platform built natively on Salesforce

From
On request
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: 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.; Novidea salesforce licences are a separate recurring cost on top of the Novidea subscription, and for a broker with many occasional users that second bill changes the comparison against standalone systems entirely.
  • They diverge on capability: Jenesis Software covers ACORD form library, Novidea covers Native Salesforce architecture.
  • Prices and features above were last checked on 31 August 2026.

Where they differ

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

Attributes where Jenesis Software and Novidea differ
AttributeJenesis SoftwareNovidea
Starting price$50/monthOn request
Pricing modelPer user per monthquote
PlatformsWeb, iOS, AndroidWeb, iOS, Android, API

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 Jenesis Software

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

Only in Novidea

  • Native Salesforce architecture
  • Placement and submission tracking
  • Multi-currency and multi-entity
  • Commission and revenue management
  • Analytics
  • Client and broker portals

What people use each for

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

Jenesis Software

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

Novidea

  • An international broker consolidating offices that each run a different local agency systemnot Jenesis Software
  • A speciality wholesaler placing non-admitted and Lloyd's business that national agency systems handle poorlynot Jenesis Software
  • An MGA that needs binder, bordereaux and commission tracking in the same place as the client recordnot Jenesis Software
  • A broker group that already standardised on Salesforce and does not want a second client databasenot Jenesis Software

Where each one falls short

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

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.

Novidea

  • Salesforce licences are a separate recurring cost on top of the Novidea subscription, and for a broker with many occasional users that second bill changes the comparison against standalone systems entirely.
  • It is not built around United States personal lines carrier download, so an agency whose daily work depends on automated policy download from dozens of carriers will find the connectivity thin.
  • Because it inherits Salesforce, it also inherits Salesforce administration; you need someone who knows the platform, and that skill is priced by the Salesforce market rather than the insurance market.
  • Implementations involve mapping an existing book with its history into Salesforce objects, and brokers consistently underestimate how much data cleansing that exposes.
  • Salesforce platform changes and release cycles are outside the vendor control, so an upgrade that alters behaviour you depend on arrives on someone else calendar.

Pricing, plan by plan

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

Novidea

On request
  • Novidea Platform$undefined/year
    • Broker management on Salesforce
    • Placement and revenue tracking
    • Analytics dashboards

Which should you pick?

Choose Jenesis Software if

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

Choose Novidea if

  • You need native salesforce architecture.
  • You work on Web, iOS, Android, API.
  • You also want placement and submission tracking.
Novidea review

Questions people ask

Is Jenesis Software or Novidea better?
Neither clearly leads. Jenesis Software starts at $50/month and Novidea at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Jenesis Software or Novidea?
Jenesis Software starts at $50/month and Novidea at On request.
Does Jenesis Software or Novidea run on more platforms?
Jenesis Software runs on Web, iOS, Android. Novidea runs on Web, iOS, Android, API.
What is Jenesis Software best used for?
Jenesis Software is most often used for a three person personal lines agency replacing spreadsheets and a shared outlook mailbox without committing to a multi year enterprise contract, an agency principal who wants ivans downloads so renewal data arrives from carriers instead of being retyped each term, a small commercial agency that issues certificates of insurance daily and needs holder lists and reissue tracking in one place, a scratch agency budgeting a fixed monthly software cost from year one rather than negotiating an enterprise quote. Of those, a three person personal lines agency replacing spreadsheets and a shared outlook mailbox without committing to a multi year enterprise contract and an agency principal who wants ivans downloads so renewal data arrives from carriers instead of being retyped each term are not what Novidea is typically brought in for.
What can Jenesis Software do that Novidea cannot?
Jenesis Software covers ACORD form library, IVANS downloads, Certificate management, Commission tracking. Novidea covers Native Salesforce architecture, Placement and submission tracking, Multi-currency and multi-entity, Commission and revenue management.

Answered from the vendors’ own pages

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.

Novidea: Do we need to buy Salesforce as well?

Yes. Novidea runs on Salesforce and the underlying platform licences are purchased separately. Include them in every cost comparison.

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.

Novidea: Is it suitable for a United States retail agency?

Only if your book is commercial or speciality. If you depend on personal lines carrier download, an established agency management system is the better fit.

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.

Novidea: What does it replace?

The broker management system and usually a separate CRM, plus the spreadsheets used for commission and receivables tracking.

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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