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Insurance Agency Software Comparison

HawkSoft vs. JenesisNow

At a glance

At a glance

HawkSoft

Best for

Best for independent agencies working on Windows PCs that want their own management system and pick rating and marketing tools separately.

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 HawkSoft JenesisNow
Users Priced by concurrent users, with no limit on total user profiles Not stated
API Two-way API integrations with listed partner products Not stated
Hosting HawkSoft 6: Windows application, data in HawkSoft Cloud on Microsoft Azure; agencies on HawkSoft 5 with a local server are not required to migrate Cloud-based; the vendor states data is stored on US servers
Clients and policies Personal and commercial lines policy management, with documents stored at policy level, retention alerts and uprate alerts that flag premium increases before renewal 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 Personal and commercial lines in the management system; the rater integrations cover personal lines, mostly auto and home Personal and commercial lines are named for carrier downloads; life, health and benefits are not mentioned
Comparative rating and quoting HawkSoft Rater shares policy data with ten third-party personal lines raters: two-way with ACS, Evolution, ITC TurboRater, PL Rating and QuoteRush, one-way with AccuAgency and EZLynx 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 are part of the workflow tools, with a carrier downloads portal, documentation for carrier reps and book rolls for carriers; HawkLink for Chrome autofills carrier websites 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 Lead management categories show where clients sit in the sales funnel, with cross-sell and upsell reports, retention alerts and batch email, letters and text messages 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 Trust accounting and commission tracking in HawkSoft, commission statements imported from Excel or CSV, and operating accounting in QuickBooks; Managed Accounting is a paid service 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 Self-service Certificates portal where insureds create certificates and manage certificate holders, signing in with email and a verification code, plus an Insured Mobile App and e-signature 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 A self-documenting Action Menu logs client interactions, which the vendor ties to reducing E&O risk, with automatic data backup and retention 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 Agency Intelligence suite with KPI dashboards: close ratio by producer, policies per client, commissions by carrier, retention and book of business, with batch email sent from a report Customizable reports for production, renewals, source of business, CSR efficiency and lines of business, with dashboards
Integrations and API Two-way API integrations with partners such as AgencyZoom, Agency Revolution, InsuredMine and Gaya, plus QuickBooks; HawkSoft states that enabling an integration carries no additional fee 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 more entries Phone, Email helpdesk, Chat Email helpdesk, Phone
Onboarding Documentation and knowledge base, Video tutorials, Guided onboarding, Live online demos and webinars Not stated
Integrations more entries QuickBooks, AgencyZoom, Agency Revolution, InsuredMine, Gaya, Canopy Connect, RingCentral, ACS, Evolution by Capital Software, ITC TurboRater, PL Rating, QuoteRush, AccuAgency, EZLynx PL Rating, TurboRater, QuickBooks, IVANS, Ebix, Brovada, DocuSign, Formstack Sign, RingCentral, Twilio, Zapier, Imperial PFS

Compare more tools

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

  • Hosting HawkSoft HawkSoft 6: Windows application, data in HawkSoft Cloud on Microsoft Azure; agencies on HawkSoft 5 with a local server are not required to migrate JenesisNow Cloud-based; the vendor states data is stored on US servers
  • Support HawkSoft Phone, Email helpdesk, Chat JenesisNow Email helpdesk, Phone
  • Clients and policies HawkSoft Personal and commercial lines policy management, with documents stored at policy level, retention alerts and uprate alerts that flag premium increases before renewal 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 HawkSoft Personal and commercial lines in the management system; the rater integrations cover personal lines, mostly auto and home JenesisNow Personal and commercial lines are named for carrier downloads; life, health and benefits are not mentioned
  • Comparative rating and quoting HawkSoft HawkSoft Rater shares policy data with ten third-party personal lines raters: two-way with ACS, Evolution, ITC TurboRater, PL Rating and QuoteRush, one-way with AccuAgency and EZLynx 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

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

The trade-offs

Strengths and Limitations

HawkSoft

Strengths

  • Two-way API integrations with partners including AgencyZoom, InsuredMine and Gaya
  • Browser-based Agent Portal, which HawkSoft states is included in the subscription at no additional cost
  • Self-service Certificates for a flat $49 per agency per month, with no per-certificate fees
  • Cancellation with 30 days of notice, and the vendor states it charges nothing to take your data

Limitations

  • Base and per-user prices are not published
  • A Windows application; macOS needs a Windows virtual machine or a third-party hosting service
  • Rating runs through third-party raters, one-way only with EZLynx and AccuAgency

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

HawkSoft

  • HawkSoft subscription Not stated Monthly base fee for the first user plus a fee per additional concurrent user; amounts not published.
  • Self-service Certificates $49 Add-on, flat fee per agency per month, no per-certificate fees.
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What users say

Review Scores · opens after launch

HawkSoft

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

HawkSoft https://hawksoft.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.