Jenesis Software
- Company typePrivate
- Founded1999
- HeadquartersForest City, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Jenesis Software does
Jenesis Software is a privately-held, bootstrapped insurance technology vendor headquartered in Forest City, North Carolina. Founded by Eddie Price — himself a 27-year insurance agency owner — the company built and now operates JenesisNow, a web-based, all-in-one agency management system serving independent US insurance agencies. The platform consolidates client and policy administration, ACORD forms, accounting with QuickBooks export, two-way email/text, VoIP, carrier downloads, comparative rating (J-Rate for North Carolina and PL Rating covering 320+ carriers across 50 states), commission tracking, customizable reporting, e-signature, and client portal access.
Jenesis Software firmographics
Firmographics- Name
- Jenesis Software
- Legal name
- Jenesis Software
- Website
- https://jenesissoftware.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Jenesis Software industry classification
Industry- Product category
- Insurance Agency Management Software
- NAICS
- Agencies, Brokerages, and Other Insurance Related Activities (5242), Software Publishers (5132)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Policy Administration, Underwriting & Rating Platforms (Core Insurance SaaS) (FSAGAGAB)
- akta.pro secondary industry
- Customer Engagement, CRM & Agent/Broker Enablement Platforms (FSAGAGAD)
Keywords
Where Jenesis Software is headquartered
LocationHeadquarters
- HQ city
- Forest City
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Jenesis Software business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Software Subscription: Monthly subscription fees for JenesisNow web-based insurance agency management system. Additional charges may apply for some third-party integrations like TurboRater and Formstack.
- Website Design Services: Website design services with tiered plans (Basic, Premium, Elite, Platinum) offering different page counts and features
- Marketing Services: JenesisReach SEO and social media management programs with tiered monthly service levels
- Logo Design Services: Custom logo design services for insurance agencies
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Basic Website - 8 pages with essential features |
| Subscription | Monthly | Premium Website - 15 pages with testimonials and employee directory |
| Subscription | Monthly | Elite Website - Up to 25 pages with advanced features |
| Subscription | Monthly | Platinum Website - Up to 25 pages with full feature set |
| Subscription | Monthly | SEO Program - Tier 1 |
| Subscription | Monthly | SEO Program - Tier 2 |
| Subscription | Monthly | SEO Program - Tier 3 |
| Subscription | Monthly | SEO Program - Tier 4 |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
Jenesis Software product offering
Product offeringCore offering
Jenesis Software develops and sells JenesisNow, a web-based, all-in-one insurance agency management system that consolidates client management, policy administration, ACORD forms, accounting with QuickBooks export, VoIP integration, carrier downloads, customizable reporting, electronic signature, marketing automation, and two-way email/texting into a single platform for independent insurance agencies. The company complements the platform with JenesisWeb (multi-page agency website design with SEO), JenesisReach (monthly SEO and social media management programs), JenesisLink (CRM and marketing automation with AI chatbot), Client Portal, custom Logo Design, and integrations such as J-Rate and PL Rating for comparative quoting.
Product overview
Jenesis Software is a portfolio of interconnected insurance agency management products built around its core platform, JenesisNow (a fully web-based agency management system). The ecosystem includes JenesisWeb (agency website design with four pricing tiers), JenesisReach (SEO and social media marketing programs), and JenesisLink (CRM, marketing automation, and AI chatbot). A logo design service, Client Portal (customer-facing policy document access), and J-Rate/PL Rating comparative rater integrations round out the add-on modules. The legacy JenesisClassic product remains available for agencies preferring a desktop-installed cloud version. A monthly release cadence (documented as ongoing JenesisNow product updates) and AI-assisted marketing capabilities represent recent additions to the portfolio.
Differentiator
Problem solved
Functional benefit
Products and services
- JenesisNow A fully web-based, all-in-one insurance agency management system for independent insurance agencies that consolidates client management, policy administration, ACORD forms, accounting with QuickBooks export, VoIP integration, carrier downloads, customizable reporting, marketing tools, two-way email/texting, electronic signature, and credit card processing.
- JenesisWeb Insurance agency website design service offering SEO-optimized, mobile-responsive multi-page websites with social media integration, customizable navigation, and quote request forms, sold in Basic (8 pages), Premium (15 pages), Elite (up to 25 pages), and Platinum (up to 25 pages) monthly subscription tiers.
- JenesisReach Agency SEO and social media management program offering website audits, SEO dashboards and reporting, monthly planners, social media posts, blog article writing, directory placement, and keyword monitoring, delivered via four monthly tiers with escalating social post volume, newsletter frequency, and support.
- Logo Design Custom logo design service tailored to insurance agencies, producing industry-appropriate logos that represent brand personality and values with attention-grabbing designs.
- JenesisClassic Legacy cloud-based agency management system version supported by Jenesis for agencies that require a desktop-installed option, requiring specific hardware (i3 2.00 GHz processor, 4-6 GB RAM), Windows 7 Pro or higher, or Mac with OS X 10.11+, and Microsoft .NET Framework dependencies.
- JenesisLink Marketing platform that combines CRM, marketing automation, appointment scheduling, SMS and email marketing, and sales funnels into a single integrated solution for insurance agencies, including an AI ChatBot for 24/7 lead capture and customer service.
- Client Portal Customer-facing portal that provides insured clients with 24/7 self-service access to their policy documents, certificates of insurance, payment history, and coverage information, reducing agency service requests while improving client satisfaction.
- CARE Initiative Community support program promoting positivity and support throughout Jenesis and its customer base, including support during difficult times, Beyond Education Fund scholarships, milestone celebrations, and health and wellness assistance.
Quantifiable outcome
- Agencies report significant operational efficiency gains
- +2 more outcomes
Companies that use Jenesis Software
Customer profileNamed customers15 records
Segments3 records
Ideal customer profiles1 record
Jenesis Software technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration24 records
AI capability4 records
Feature12 records
Jenesis Software partnerships and signals
Strategic signalPartnerships
26 partnerships are on record, tiered core and minor.
- Brovada Acturis CanadacoreBrovada Acturis Canada helps connect the broker with the insurer by offering real-time downloads to the agency. BrovadaOne works with multiple carriers to improve efficiency and accuracy.
- DocuSigncoreDocuSign eSignature is the #1 way to send and sign documents with intuitive signing experiences across virtually any device.
- EbixcoreEbix provides seamless interface and integration for downloading carrier data to Jenesis for policyholders utilizing the TEAM-UP family of products.
- Formstack SigncoreAll e-signed documents can be signed using the same simple method. Every e-signed document for every company is stored in one place, automatically backed up, and retrievable from anywhere.
- Imperial PFScoreImperial PFS provides short-term loans for businesses and individuals to obtain property and casualty insurance coverage, freeing up capital and allowing them to obtain appropriate coverage.
- IVANS (Applied Systems)coreThe IVANS Download solution using ACORD standards is integrated with Jenesis, allowing agencies to download the most current data from participating carriers for policyholders.
- JenesisLinkcoreJenesisLink is a marketing platform that combines CRM, marketing automation, appointment scheduling, SMS/email marketing, and sales funnels into a single integrated solution.
- Lightspeed VoicecoreLightspeed Voice is an AI-powered VoIP provider delivering modern, cloud-based phone solutions built for insurance agencies with advanced call management and white-glove support.
- RingCentralcoreRingCentral is an all-in-one phone system with phone, SMS, faxing, messaging, and video meetings that automatically pulls up the client profile when that client calls in.
- Simply Easier PaymentscoreAccept credit card payments from customers with no cost to the agency. Integrated with Jenesis so agencies can accept credit card payments without visiting another site.
- Simply Easier Acord FormscoreAll-in-one Acord Form library complete with all the Acords needed, accessible from anywhere on any device with ability to edit, save, print, and email forms.
- WeSignature PaymentscoreWeSignature Payments allows agencies to accept credit card payments with no cost to the agency, email/text signature requests, add videos, create templates, and manage teams.
- ZapiercoreZapier puts the power of automation in agencies' hands with no coding required, taking workflows to the next level with automation tools.
- Zywave TurboRatercoreTurboRater is a comparative rater designed to help quote multiple carriers at one time for fast and accurate quotes. Integrates directly inside JenesisNow.
- AAA InsurancecoreBuilt-in insurance comparative rater for North Carolina agencies through J-Rate platform.
- Dairyland AutocoreBuilt-in insurance comparative rater for North Carolina agencies through J-Rate platform.
- Discovery Insurance CompanycoreBuilt-in insurance comparative rater for North Carolina agencies through J-Rate platform.
- Insurance HousecoreBuilt-in insurance comparative rater for North Carolina agencies through J-Rate platform.
- Liberty Mutual InsurancecoreBuilt-in insurance comparative rater for North Carolina agencies through J-Rate platform.
- National General Insurance (Allstate)coreBuilt-in insurance comparative rater for North Carolina agencies through J-Rate platform.
- ProgressivecoreBuilt-in insurance comparative rater for North Carolina agencies through J-Rate platform.
- PL Rating (Vertafore)coreComprehensive Personal Lines rating solution with access to over 320 insurance carriers across all 50 states integrated directly with JenesisNow.
- Carolina Business CoachminorSince 2002, Carolina Business Coach has helped over 1500 entrepreneurs achieve greater success through leadership and sales development, hiring and motivating talent, team building, and strategic planning.
- Corporate Chaplains of AmericaminorCorporate Chaplains of America brings care and compassion to the workplace, founded in 1996.
- GSG CapitalminorGSG Capital is a leader in equipment and software financing and leasing, helping businesses acquire needed equipment and software.
- Swaggy ShopminorSwaggy provides branded swag management with quick setup for swag stores, personalized gifting, and bulk order solutions.
Scale indicators3 records
Recent moves7 records
Expansion highlights6 records
Jenesis Software competitors and assessment
Company assessmentBroad incumbents
- Vertafore: Vertafore is one of the largest insurance technology providers in North America, offering agency management systems (AMS360, Sagitta, WorkSmart), comparative rating (PL Rating), and carrier connectivity. It is the dominant incumbent Jenesis competes against in the independent agency market, especially for agencies needing multi-state carrier coverage.
- Applied Systems: Applied Systems is the leading provider of agency and broker management software (Epic, TAM, EZLynx) and operates IVANS, a major carrier-download network. Jenesis integrates with both IVANS and EZLynx/TurboRater, making them a partial partner and direct competitor for mid-market and enterprise agencies.
Direct peers
- HawkSoft: HawkSoft is a closely held, US-based provider of agency management systems serving independent insurance agencies. It is a direct competitor in the same SMB-independent-agency niche as JenesisNow, with comparable web-based workflow, ACORD forms, and carrier download features.
- AgencyBloc: AgencyBloc provides CRM, agency management, and lead-generation tools tailored to small and mid-sized insurance agencies. It targets the same independent-agent buyer with cloud-based management and CRM features, making it a direct comparable in product scope and customer profile.
- EZLynx (Applied Systems): EZLynx is a leading commercial and personal-lines comparative rating, quoting, and agency workflow platform now owned by Applied Systems. It competes directly with Jenesis's J-Rate and TurboRater integration for personal-lines quoting and is integrated into many agency stacks Jenesis targets.
- NowCerts: NowCerts is a newer, cloud-based insurance agency management system focused on simplicity, ACORD forms, carrier downloads, and CRM. It is a direct competitor in the SMB independent-agency segment and is often compared to JenesisNow by buyers evaluating modern cloud AMS platforms.
- Canopy Insurance Software: Canopy is a cloud-based practice management platform for insurance agencies offering client management, workflows, document automation, and carrier integrations. It is a direct competitor targeting SMB to mid-market independent agencies with a modern, all-in-one SaaS approach.
- QQ Solutions: QQ Solutions provides agency management, comparative rating, and carrier connectivity to independent insurance agencies. It is a smaller, private competitor with overlapping product scope and similar target customer to Jenesis, particularly in the personal-lines agency market.
Others
- Zywave: Zywave provides comparative rating (TurboRater), agency marketing, and analytics tools to insurance agencies. It is both a strategic integration partner (TurboRater is embedded in JenesisNow) and an adjacent competitor in rating and marketing automation.
Emerging players
- Tarmika: Tarmika offers a comparative personal-lines rating engine with deep carrier coverage and is increasingly bundled with agency management systems. It is an emerging competitor and adjacent partner in the rating layer of the agency stack Jenesis addresses.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Jenesis Software social profiles
Digital presenceJenesis Software compliance and trust
Trust signalCompliance2 records
Jenesis Software financial estimates
Financial estimateRevenue estimate
Valuation estimate
Jenesis Software leadership team
Management profileNumber of profiles
Profiles17 records
Jenesis Software funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Jenesis Software M&A and investment
M&A and investmentM&A2 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Jenesis Software
What does Jenesis Software do?
Jenesis Software develops and sells JenesisNow, a web-based, all-in-one insurance agency management system that consolidates client management, policy administration, ACORD forms, accounting with QuickBooks export, VoIP integration, carrier downloads, customizable reporting, electronic signature, marketing automation, and two-way email/texting into a single platform for independent insurance agencies. The company complements the platform with JenesisWeb (multi-page agency website design with SEO), JenesisReach (monthly SEO and social media management programs), JenesisLink (CRM and marketing automation with AI chatbot), Client Portal, custom Logo Design, and integrations such as J-Rate and PL Rating for comparative quoting.
Is Jenesis Software a public or private company?
Jenesis Software is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Jenesis Software founded?
Jenesis Software was founded in 1999. It employs 11 to 50 people.
Where is Jenesis Software based?
Jenesis Software is headquartered in Forest City, United States, in the North America region.
How does Jenesis Software make money?
Four revenue lines are on record. Software Subscription is the primary driver. The others are website Design Services, marketing Services and logo Design Services.
Who are Jenesis Software's main competitors?
Broad incumbents on record are Vertafore and Applied Systems. Direct peers are HawkSoft, AgencyBloc, EZLynx (Applied Systems), NowCerts, Canopy Insurance Software and QQ Solutions. Zywave is listed as an others. Tarmika is listed as an emerging player.
Does Jenesis Software have an API?
No public API is recorded for Jenesis Software.
What industry is Jenesis Software in?
Jenesis Software's product category is Insurance Agency Management Software. Its primary akta.pro industry code is FSAGAGAB, Policy Administration, Underwriting & Rating Platforms (Core Insurance SaaS), with a secondary code of FSAGAGAD, Customer Engagement, CRM & Agent/Broker Enablement Platforms. Its NAICS code is 5242 and its SIC code is 6411.