JenesisNow vs. Vertafore AMS360

At a glance

Best for

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

Vertafore AMS360

Best for

Best for growing independent agencies that write personal and commercial lines and need agency accounting with a general ledger.

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

Full Comparison

Criterion	JenesisNow	Vertafore AMS360
API	Not stated	Open API and third-party integrations
Hosting	Cloud-based; the vendor states data is stored on US servers	Not stated
Clients and policies	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	Policy history, coverage and policy templates, policy management workflows, policy compare, declaration pages and document management, as listed in a 2022 Vertafore datasheet
Lines of business and markets	Personal and commercial lines are named for carrier downloads; life, health and benefits are not mentioned	Personal and commercial lines workflows
Comparative rating and quoting	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	Vertafore lists rating as separate products, PL Rating and Commercial Submissions
Carrier downloads and connectivity	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	Carriers download new policies, endorsements, claims and renewals directly into the agency system
Sales pipeline and renewals	Renewal reminders that can be filtered by status and effective date, and import of customer and prospect lists from a CSV file	Renewal workflows to prioritise key clients, send proposals and mass-distribute certificates; AgencyZoom is offered as a separate sales product
Commissions and agency accounting	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	Automated billing and invoicing, payment tracking and reconciliation, commission splits calculated automatically and shown in statements, and a general ledger
Client portal and certificates	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	InsurLink client portal with 24/7 access to insurance information; certificates created, issued and managed in AgencyOne with real-time AMS360 data
Compliance records and audit trail	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	Five permanent security groups with preset access to menus and tasks plus up to 95 custom groups, the option to restrict an employee to customer names only in search results, and an Audit Trail utility that shows who accessed a customer, policy or claim in a date range, exportable to Excel, which the vendor says provides information required by privacy laws
Reports and exports	Customizable reports for production, renewals, source of business, CSR efficiency and lines of business, with dashboards	Reports by any time frame, financial reports on agency health and KPI analysis
Integrations and API	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	Open API and third-party integrations, and connections to other Vertafore solutions and third-party tools through AgencyOne
AI features	No	stated Yes
Deployment	Cloud (SaaS)	Not stated
Support	Email helpdesk, Phone	Not stated
Integrations	more entries PL Rating, TurboRater, QuickBooks, IVANS, Ebix, Brovada, DocuSign, Formstack Sign, RingCentral, Twilio, Zapier, Imperial PFS	AgencyZoom, InsurLink, AgencyOne, Microsoft Office

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

AI features JenesisNow No Vertafore AMS360 Yes
Clients and policies 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 Vertafore AMS360 Policy history, coverage and policy templates, policy management workflows, policy compare, declaration pages and document management, as listed in a 2022 Vertafore datasheet
Lines of business and markets JenesisNow Personal and commercial lines are named for carrier downloads; life, health and benefits are not mentioned Vertafore AMS360 Personal and commercial lines workflows
Comparative rating and quoting 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 Vertafore AMS360 Vertafore lists rating as separate products, PL Rating and Commercial Submissions
Carrier downloads and connectivity 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 Vertafore AMS360 Carriers download new policies, endorsements, claims and renewals directly into the agency system

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

The trade-offs

Strengths and Limitations

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

Vertafore AMS360

Strengths

Personal and commercial lines in one agency management system
Commission splits calculated automatically and shown in statements
Connects to other Vertafore products such as InsurLink through AgencyOne

Limitations

Prices are not published
The product page does not state whether AMS360 is cloud-hosted

Plans

Pricing

JenesisNow

Price on Request

Visit site

Vertafore AMS360

AMS360 Not stated Prices are not published; Vertafore offers a demo on request.

Visit site

What users say

Review Scores · opens after launch

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.

Vertafore AMS360

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

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

Vertafore AMS360 https://www.vertafore.com/products/agency-management-software/ams360 · checked against the official source on 2026-11-06

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