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Insurance Agency Software Comparison

AgencyZoom vs. JenesisNow

At a glance

At a glance

AgencyZoom

Best for

Best for insurance agencies that already run a management system and want a pipeline and automated follow-up on top of it.

JenesisNow

Best for

Best for independent insurance agencies that want carrier downloads, commissions, accounting and a client portal in one cloud system.

Cataleo does not name a winner. Both statements come from the vendors themselves.

Full Comparison

Criterion AgencyZoom JenesisNow
Starting price From $99 / month Single Location Agency plan for Allstate agencies, billed monthly. Plans for independent and Farmers agencies start at $149 / month (Essential), or $119.20 / month billed annually. Every plan includes up to 7 users. Not stated
Free trial 14-day free trial on every plan; the first payment follows the end of the trial Not stated
Users Up to 7 users on every plan; more seats through the sales team Not stated
API API reference published at app.agencyzoom.com/openapi, plus Zapier Not stated
Hosting Not stated Cloud-based; the vendor states data is stored on US servers
Clients and policies Customer and policy information comes from a connected agency management system; the vendor states AgencyZoom works as an extension to the AMS and does not replace it Client and policy records in one system, with policy documents, certificates, photos, licences and contracts kept as media files per client, and a library of blank and pre-filled ACORD forms
Lines of business and markets Each policy type is set up under one of three lines, Personal, Commercial or Life & Health, and grouped into policy categories such as auto or property; leads and customers can default to Personal or Commercial, and Life & Health leads have their own default pipeline. In accounts integrated with AMS360, policy types sync from AMS360 Personal and commercial lines are named for carrier downloads; life, health and benefits are not mentioned
Comparative rating and quoting Rater integrations with PL Rating by Vertafore and Tarmika on the Essential, Growth and Pro plans for independent agencies Integrations with third-party comparative raters, named as PL Rater and ITC TurboRater, for comparing personal lines quotes across carriers; agencies in North Carolina also get a built-in comparative rater with direct access to named carriers. The vendor states that a product on this page carries additional charges outside the standard monthly fee
Carrier downloads and connectivity Carrier downloads reach AgencyZoom through the connected agency management system rather than directly; with AMS360, the synced Policy Origin field separates manually entered policies from carrier downloads, so onboarding and renewal workflows can run separately for each Downloads of personal and commercial lines policy data, renewals, endorsements and commissions, with IVANS, Ebix and Brovada named as carrier data integrations; the number of carriers is not stated
Sales pipeline and renewals Drag-and-drop lead pipeline that triggers automation as leads move, custom lead pipelines, lead source reports, and automated sequences from prospecting and onboarding through renewal and winback Renewal reminders that can be filtered by status and effective date, and import of customer and prospect lists from a CSV file
Commissions and agency accounting Revenue tracking, and a comp calculator with chargebacks on the Allstate plans Commission Manager for tracking commissions, setting user and company commission percentages and receiving commission downloads, plus accounting tools with invoicing, receipts and a QuickBooks export
Client portal and certificates A service center on the Pro plan, Google Reviews requested after every policy sold, and 2-way email and texting on the Growth and Pro plans Client portal where insured customers view coverages, policy documents, certificates of insurance and payment history, and print and share documents, plus e-signature for applications, receipts and statements of no loss
Compliance records and audit trail Calls, texts, emails and tasks are logged as activities without manual entry once the email integration, texting and click-to-call are set up; with the RingCentral or Twilio integration, calls can be recorded and the recordings are logged in the activities of a lead, contact or service request Agency-wide and location-specific user permissions, a separate permission for access to policy-level commission values, and a note and agency log entry whenever the company, term or term date of a policy is changed
Reports and exports Month-to-month producer analytics, daily sales goals, lead source and activity reports, and an activity tracker on the Pro plan Customizable reports for production, renewals, source of business, CSR efficiency and lines of business, with dashboards
Integrations and API API reference and Zapier, with integrations for AMS360, QQCatalyst, Xanatek, HawkSoft and Momentum (NowCerts), EZLynx Sales Center via Zapier, and communication tools such as RingCentral and Twilio; the pricing page notes that some AMS integrations may cost extra Integrations with PL Rating, TurboRater, QuickBooks, IVANS, Ebix, DocuSign, Formstack Sign, RingCentral, Twilio, Zapier and others; a public API is not mentioned on the vendor site
Deployment Cloud (SaaS) Cloud (SaaS)
Support Chat more entries Email helpdesk, Phone
Onboarding Documentation and knowledge base, Guided onboarding Not stated
Integrations more entries AMS360, QQCatalyst, Xanatek, HawkSoft, Momentum (NowCerts), EZLynx Sales Center, PL Rating, Tarmika, Zapier, Twilio, Gmail, Outlook, RingCentral, Canopy Connect, QuoteWizard, Google Reviews, ActiveCampaign PL Rating, TurboRater, QuickBooks, IVANS, Ebix, Brovada, DocuSign, Formstack Sign, RingCentral, Twilio, Zapier, Imperial PFS

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Row where the values differ The small markers point at the lower number, the longer list or the stated feature. They describe the data, they are not a verdict.

The short version

Key Differences

  • Support AgencyZoom Chat JenesisNow Email helpdesk, Phone
  • Clients and policies AgencyZoom Customer and policy information comes from a connected agency management system; the vendor states AgencyZoom works as an extension to the AMS and does not replace it JenesisNow Client and policy records in one system, with policy documents, certificates, photos, licences and contracts kept as media files per client, and a library of blank and pre-filled ACORD forms
  • Lines of business and markets AgencyZoom Each policy type is set up under one of three lines, Personal, Commercial or Life & Health, and grouped into policy categories such as auto or property; leads and customers can default to Personal or Commercial, and Life & Health leads have their own default pipeline. In accounts integrated with AMS360, policy types sync from AMS360 JenesisNow Personal and commercial lines are named for carrier downloads; life, health and benefits are not mentioned
  • Comparative rating and quoting AgencyZoom Rater integrations with PL Rating by Vertafore and Tarmika on the Essential, Growth and Pro plans for independent agencies JenesisNow Integrations with third-party comparative raters, named as PL Rater and ITC TurboRater, for comparing personal lines quotes across carriers; agencies in North Carolina also get a built-in comparative rater with direct access to named carriers. The vendor states that a product on this page carries additional charges outside the standard monthly fee
  • Carrier downloads and connectivity AgencyZoom Carrier downloads reach AgencyZoom through the connected agency management system rather than directly; with AMS360, the synced Policy Origin field separates manually entered policies from carrier downloads, so onboarding and renewal workflows can run separately for each JenesisNow Downloads of personal and commercial lines policy data, renewals, endorsements and commissions, with IVANS, Ebix and Brovada named as carrier data integrations; the number of carriers is not stated

Every line is one datapoint from the table above, picked automatically. Nothing here is written text.

The trade-offs

Strengths and Limitations

AgencyZoom

Strengths

  • 14-day free trial on every plan, charged only after the trial ends
  • Published prices from $99 / month, with 20% off on annual billing for the independent and Farmers plans
  • Integrations with AMS360, QQCatalyst, Xanatek, HawkSoft and Momentum
  • Apps for iOS and Android

Limitations

  • Not an agency management system; policy data depends on a connected AMS
  • The pricing page notes that some AMS integrations may cost extra
  • Seats beyond seven are priced through the sales team

JenesisNow

Strengths

  • Carrier downloads for personal and commercial lines through IVANS and Ebix
  • Commission Manager with user and company commission percentages
  • Client portal with policy documents, certificates and payment history
  • Built-in comparative rater for agencies in North Carolina

Limitations

  • No prices published; the vendor asks for a demo request
  • Some integrated products are charged outside the standard monthly fee
  • The vendor site mentions no public API

Plans

Pricing

AgencyZoom

  • Essential $149 Per month, up to 7 users; $119.20 / month billed annually. For independent agencies: prospecting and onboarding automation, AMS, rater and Zapier integration. Farmers agencies get plans with the same names and prices and a different feature list.
  • Growth $199 Per month, up to 7 users; $159.20 / month billed annually. Adds renewal automation, Google Reviews and 2-way email and texting.
  • Pro $349 Per month, up to 7 users; $279.20 / month billed annually. Adds events automation, service center, click to call, AgencyHR and activity tracker.
  • Single Location Agency $99 Per month for Allstate agencies, up to 7 users. Lead management, comp calculator with chargebacks, renewal and winback automation, mobile app.
  • Multiple Location Agency $129 Per month for Allstate agencies, up to 7 users. Adds multiple location management.
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What users say

Review Scores · opens after launch

AgencyZoom

Ease of use
Not rated yet
User interface
Not rated yet
Onboarding
Not rated yet
Support and service
Not rated yet
Value for money
Not rated yet
Features
Not rated yet

No reviews yet. Nothing has been published here yet, and no score is shown. How a review is checked before it appears is described below.

JenesisNow

Ease of use
Not rated yet
User interface
Not rated yet
Onboarding
Not rated yet
Support and service
Not rated yet
Value for money
Not rated yet
Features
Not rated yet

No reviews yet. Nothing has been published here yet, and no score is shown. How a review is checked before it appears is described below.

How we check reviews

Before sending, the author has to confirm three things: that they have used the product themselves, that they work neither for the vendor nor for a competitor, and that nobody is paying them for the review. We also ask whether the vendor invited them to write it. That answer is required, either answer is accepted, and it stays with the review.

Every review is read by a person before it appears. An email address is required and is confirmed: we send a link to it, and a review does not reach us until the author opens that link, so a review has a sender who was reachable at least once rather than being anonymous. Where what somebody writes needs backing, we ask them for evidence that they used the product, and a review that does not get it is not published. We publish positive and negative reviews alike, we pay nothing and offer nothing for a review, and we accept none that was bought or incentivised.

What we cannot do is verify a purchase. There is no shop here and no account, so whether the author really used the tool rests on their own declaration, on whatever we ask them for, and on the plausibility of what they write. We say so rather than implying a check that does not exist.

A vendor cannot buy a review, and cannot have one removed or changed because they dislike it. We remove or edit a review only if it breaks our rules or the law, for example a false statement of fact. Paid placement has no effect on which reviews appear or on any score.

Read the full version on our methodology page

Where this comes from

Where this comes from

AgencyZoom https://www.agencyzoom.com/ · checked against the official source on 2026-11-05

JenesisNow https://www.jenesissoftware.com/ · checked against the official source on 2026-11-08

This table lists factual criteria taken from information the vendors publish themselves. For how we put it together, see the methodology.