# Applied Epic vs Jenesis Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Jenesis excels in **ease of use** , with users highlighting its straightforward interface that allows for quick access to customer information. One user mentioned, "I like that all my customer information is just a click away," which reflects the software's focus on user-friendly navigation.
- **Users say** that Applied Epic offers a robust set of features that help keep workflows organized, with one reviewer noting, "The ability to have all client and policy information in one place is the biggest benefit." This centralized approach enhances efficiency when managing accounts, making it a strong contender for agencies with complex needs.
- **According to verified reviews** , Jenesis stands out for its **quick implementation** process, with users appreciating the intuitive setup that allows them to get started without extensive training. One user praised the software for being "hassle-free," which is a significant advantage for small businesses looking to minimize downtime.
- **Reviewers mention** that while Applied Epic is feature-rich, it can have a steeper learning curve. Users noted that it is "easy to navigate once you get the hang of it," but some may find the initial adjustment period challenging compared to Jenesis's more straightforward approach.
- **G2 reviewers highlight** the quality of support provided by Jenesis, with many users expressing satisfaction with the responsiveness of customer service. One user stated, "I value the ease of getting in touch with customer support," indicating that support is a strong point for Jenesis, especially for those who may need assistance frequently.
- **Users report** that Applied Epic is continuously evolving, with recent updates incorporating AI features that enhance its functionality. A reviewer mentioned, "It has all the tech that you need," suggesting that for agencies looking for cutting-edge technology, Applied Epic may be the better choice despite its more complex interface.



---
## Frequently Asked Questions

### What is the difference between Jenesis vs Applied Epic?

Jenesis stands out for its higher reviewer satisfaction in ease of use, setup, and support, while Applied Epic is more widely adopted and recognized for its comprehensive features and integrations.

| [Jenesis](https://www.g2.com/products/jenesis/reviews) | [Applied Epic](https://www.g2.com/products/applied-epic/reviews) |
| --- | --- |
| 4.7/5 (155 reviews) | 4.4/5 (1,800 reviews) |
| Small-Business | Small-Business |
| 9.6 | 7.4 |
| 9.8 | 8.7 |
| Ease of Use (12 all-time mentions) | Ease of Use (534 all-time mentions) |



### How do the pricing models of Jenesis and Applied Epic compare?

Jenesis is rated higher for value, with reviewers expressing greater satisfaction with its price point compared to Applied Epic.

- **Jenesis:** Reviewers frequently highlight Jenesis as "way less priced than their larger competitors" and praise its value for small agencies.
- **Applied Epic:** Many reviewers cite Applied Epic's pricing as a major trade-off, describing it as "one of the biggest expenses in the agency besides payroll" and noting extra charges for accessing data.
- **Switching reasons:** Several reviewers mention switching to Jenesis for its affordability and straightforward pricing compared to larger, more expensive platforms.



### What are the best alternatives to Jenesis and Applied Epic?

The top three alternatives to Jenesis and Applied Epic are AMS360, EZLynx, and QQCatalyst.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [Jenesis](https://www.g2.com/products/jenesis/reviews) | 4.7/5 (155 reviews) | Small-Business | Reviewers highlight strong value and affordability | Ease of Use |
| [Applied Epic](https://www.g2.com/products/applied-epic/reviews) | 4.4/5 (1,800 reviews) | Small-Business | Reviewers cite high cost as a trade-off | Comprehensive Features |
| [AMS360](https://www.g2.com/products/ams360/reviews) | 4.3/5 (968 reviews) | Small-Business | — | Policy Management |
| [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) | 4.4/5 (723 reviews) | Mid-Market | — | Automation |
| [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) | 4.4/5 (671 reviews) | Small-Business | — | Ease of Use |



### Which Insurance Agency Management Systems features should I prioritize when comparing Jenesis and Applied Epic?

Buyers comparing Jenesis and Applied Epic should prioritize ease of use, ease of setup, quality of support, integrations, and accounting capabilities.

- **Ease of Use:** Jenesis scores 9.4, Applied Epic 8.1; 12 all-time mentions for Jenesis, 534 for Applied Epic.
- **Ease of Setup:** Jenesis scores 9.6, Applied Epic 7.4.
- **Quality of Support:** Jenesis scores 9.8, Applied Epic 8.7; 5 all-time mentions for Jenesis, 133 for Applied Epic (integrations/support combined).
- **Integrations:** Applied Epic has 133 all-time mentions for integrations, including Indio and Applied TAM; Jenesis reviewers mention integration challenges with some providers.
- **Accounting:** Both products are frequently cited for accounting, with Jenesis reviewers noting its helpfulness and Applied Epic reviewers highlighting commission reconciliation and reporting.



### What are the pros and cons of Jenesis vs Applied Epic?

Jenesis's headline strength is ease of use and support, while Applied Epic's is its comprehensive feature set and integrations.

- **Jenesis strengths:** Ease of use (12 all-time mentions), customer support (5), easy access (5), efficiency (4), user interface (4), continuous improvement (3), policy management (3).
- **Jenesis trade-offs:** Certificate management (4), document management (2), email attachment issues (2), download issues (1), integration challenges with some providers.
- **Applied Epic strengths:** Ease of use (534), features (215), data management (195), workflow efficiency (153), organization (151), integrations (133), client management (112), centralization (94), customization (80).
- **Applied Epic trade-offs:** Learning curve (173), complex process (139), excessive clicking (130), inefficiency (114), limited customization (99), slow performance (87), complexity (77), high cost frequently cited in recent reviews.



### Is Jenesis or Applied Epic better for small businesses?

Jenesis is better suited for small businesses, with higher satisfaction scores and strong small-business reviewer sentiment.

- **Jenesis:** Small-Business is the largest segment, and reviewers consistently praise its ease of use, affordability, and support for small agencies.
- **Applied Epic:** Small-Business is also the largest segment, but reviewers more frequently cite complexity, higher cost, and a steeper learning curve as trade-offs for smaller teams.



### Which Insurance Agency Management Systems platform has better integrations?

Applied Epic is favored for integrations, with significantly more reviewer-cited integration mentions and specific third-party tool support.

- **Jenesis:** Reviewers mention integration challenges with some providers and limited compatibility with certain raters.
- **Applied Epic:** Integrations are cited in 133 all-time reviews, with specific mentions of Indio and Applied TAM as integrated tools.



### How do Jenesis and Applied Epic compare on customer support?

Jenesis leads Applied Epic in Quality of Support by a margin of 1.1 points (9.8 vs 8.7), a material difference.

- **Jenesis:** Reviewers consistently describe support as "absolutely amazing," "personal," and "quick to respond," with 5 all-time mentions for customer support.
- **Applied Epic:** Reviewers note knowledgeable and helpful support staff, but also mention slower case resolution and less personalized experiences compared to Jenesis.



### Which is easier to implement, Jenesis or Applied Epic?

Jenesis is easier to implement than Applied Epic, with a 2.2-point advantage in Ease of Setup (9.6 vs 7.4).

- **Jenesis:** Reviewers repeatedly highlight straightforward setup, quick onboarding, and minimal training hurdles.
- **Applied Epic:** Reviewers describe initial setup as complex, sometimes requiring external consultants, and cite a steeper learning curve during implementation.



### Which product has better Accounting?

Applied Epic is more frequently cited for advanced accounting features, while Jenesis is praised for its ease of use in accounting and commissions.

- **Jenesis:** Reviewers highlight accounting and commissions as helpful features, with several noting its ease of use for daily accounting tasks.
- **Applied Epic:** Reviewers frequently mention commission reconciliation, reporting, and advanced accounting capabilities, with multiple recent reviews citing Applied Recon and direct bill commission reconciliation as key strengths.



| | Applied Epic | Jenesis | 
|---|---|---|
| **Star Rating** | 4.4 out of 5 | 4.7 out of 5 | 
| **Total Reviews** | 1,802 | 155 | 
| **Largest Market Segment** | Small-Business (74.7% of reviews) | Small-Business (98.6% of reviews) | 
| **Entry Level Price** | No pricing available | Contact Us 1 JenesisNow Pro has a base fee per physical agency location and a cost of $70 per user. Per Month | 

---
## Top Pros & Cons

### Applied Epic

Pros:
- Ease of Use (523 reviews)
- Features (215 reviews)

Cons:
- Learning Curve (168 reviews)
- Complex Process (139 reviews)

### Jenesis

Pros:
- Ease of Use (12 reviews)
- Customer Support (5 reviews)

Cons:
- Certificate Management (4 reviews)
- Document Management (2 reviews)

---
## Ratings Comparison
| Rating | Applied Epic | Jenesis | 
|---|---|---|
  | **Meets Requirements** | 8.6 (1213 reviews) | 9.3 (116 reviews) | 
  | **Ease of Use** | 8.1 (1599 reviews) | 9.4 (117 reviews) | 
  | **Ease of Setup** | 7.4 (1161 reviews) | 9.6 (58 reviews) | 
  | **Ease of Admin** | 7.8 (553 reviews) | 9.8 (51 reviews) | 
  | **Quality of Support** | 8.7 (1170 reviews) | 9.8 (116 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.6 (583 reviews) | 9.9 (51 reviews) | 
  | **Product Direction (% positive)** | 8.4 (1171 reviews) | 9.5 (115 reviews) | 

---
## Pricing

### Applied Epic

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Jenesis

#### Entry-Level Pricing

Plan: JenesisNow Pro

Price: Contact Us 1 JenesisNow Pro has a base fee per physical agency location and a cost of $70 per user. Per Month

Key Features:
- JenesisNow Basic features
- 2-way email and text integration 
- Automated marketing campaigns

[Browse all 2 editions](https://www.g2.com/products/jenesis/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### Insurance Agency Management Systems

| Product | Score | Reviews |
|---|---|---|
| **Applied Epic** | 8.1/10 | 1060 |
| **Jenesis** | 8.6/10 | 100 |

#### Administration

| Feature | Applied Epic | Jenesis | 
|---|---|---|
| **Accounting** | 7.7 (782 reviews) | 8.0 (83 reviews) | 
| **Contact Management** | 8.6 (932 reviews) | 9.1 (90 reviews) | 
| **Commissions** | 8.1 (790 reviews) | 7.9 (78 reviews) | 
| **Sales Tools** | 7.2 (679 reviews) | 8.6 (81 reviews) | 
| **Reporting & Statistics** | 7.9 (852 reviews) | 9.1 (92 reviews) | 
| **Payment Processing** | 7.5 (666 reviews) | 8.6 (86 reviews) | 
| **Email Integration** | 8.1 (868 reviews) | 8.3 (93 reviews) | 
| **Task Management** | 8.6 (888 reviews) | 9.2 (97 reviews) | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Accounting Integration** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Calendar Management** | Not enough data | Not enough data | 
| **Pipeline Management** | Not enough data | Not enough data | 
| **Commission Management** | Not enough data | Not enough data | 
| **Email Management** | Not enough data | Not enough data | 
| **User Management** | Not enough data | Not enough data | 
| **Forms Management** | Not enough data | Not enough data | 
| **Invoice Management** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Contact Database** | Not enough data | Not enough data | 

#### Insurance Documentation

| Feature | Applied Epic | Jenesis | 
|---|---|---|
| **Claims Management** | 8.1 (789 reviews) | 8.2 (78 reviews) | 
| **Insurance Policy Management** | 9.0 (978 reviews) | 9.3 (97 reviews) | 
| **Invoicing & Receipts** | 8.2 (833 reviews) | 8.7 (93 reviews) | 
| **Electronic Signatures** | 7.8 (699 reviews) | 7.7 (84 reviews) | 
| **Client Management** | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | Applied Epic | Jenesis | 
|---|---|---|
| **Client Portal** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Audit Trail** | Not enough data | Not enough data | 
| **Search/Filter** | Not enough data | Not enough data | 
| **Commission Calculations** | Not enough data | Not enough data | 
| **Insurance Rating** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | 
| **Property & Casualty** | Not enough data | Not enough data | 
| **Configurable Workflow** | Not enough data | Not enough data | 
| **Life & Health** | Not enough data | Not enough data | 
| **Monitoring** | Not enough data | Not enough data | 
| **Status Tracking** | Not enough data | Not enough data | 
| **Customizable Forms** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Document Templates** | Not enough data | Not enough data | 
| **Self Service Portal** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **SSL Security** | Not enough data | Not enough data | 
| **Customizable Fields** | Not enough data | Not enough data | 
| **Referral Tracking** | Not enough data | Not enough data | 
| **Quotes/Estimates** | Not enough data | Not enough data | 
| **Risk Assessment** | Not enough data | Not enough data | 
| **Email Marketing** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems)




---
## Reviewer Demographics

### By Company Size

| Segment | Applied Epic | Jenesis | 
|---|---|---|
| **Small-Business** | 74.7% | 98.6% | 
| **Mid-Market** | 21.1% | 0.7% | 
| **Enterprise** | 4.2% | 0.7% | 

### By Industry

#### Applied Epic

- **Insurance:** 92.1%
- **Accounting:** 3.3%
- **Construction:** 1.0%
- **Financial Services:** 0.7%
- **Information Technology and Services:** 0.5%
- **Automotive:** 0.2%
- **Banking:** 0.2%
- **Commercial Real Estate:** 0.2%
- **Consumer Services:** 0.2%
- **Airlines/Aviation:** 0.1%
- **Other:** 1.6%

#### Jenesis

- **Insurance:** 95.9%
- **Financial Services:** 1.4%
- **Real Estate:** 0.7%
- **Oil & Energy:** 0.7%
- **Investment Management:** 0.7%
- **Airlines/Aviation:** 0.7%

---
## Alternatives

### Alternatives to Applied Epic

- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (1070 reviews)
- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (722 reviews)
- [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (671 reviews)
- [Sagitta](https://www.g2.com/products/sagitta/reviews) — 3.9/5 stars (91 reviews)
- [HawkSoft](https://www.g2.com/products/hawksoft/reviews) — 4.8/5 stars (84 reviews)
- [AgencySmart](https://www.g2.com/products/agencysmart/reviews) — 4.8/5 stars (39 reviews)
- [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.2/5 stars (167 reviews)
- [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) — 4.7/5 stars (42 reviews)
- [InsuredMine](https://www.g2.com/products/insuredmine/reviews) — 4.7/5 stars (16 reviews)
- [FileHandler Enterprise](https://www.g2.com/products/filehandler-enterprise/reviews) — 4.4/5 stars (36 reviews)

### Alternatives to Jenesis

- [AMS360](https://www.g2.com/products/ams360/reviews) — 4.3/5 stars (1070 reviews)
- [QQCatalyst](https://www.g2.com/products/qqcatalyst/reviews) — 4.4/5 stars (671 reviews)
- [HawkSoft](https://www.g2.com/products/hawksoft/reviews) — 4.8/5 stars (84 reviews)
- [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) — 4.4/5 stars (722 reviews)
- [AgencySmart](https://www.g2.com/products/agencysmart/reviews) — 4.8/5 stars (39 reviews)
- [Applied TAM](https://www.g2.com/products/applied-tam/reviews) — 3.4/5 stars (56 reviews)
- [AgencyBloc AMS+](https://www.g2.com/products/agencybloc-ams/reviews) — 4.7/5 stars (42 reviews)
- [BenefitPoint](https://www.g2.com/products/benefitpoint/reviews) — 4.2/5 stars (167 reviews)
- [iLife Technologies](https://www.g2.com/products/ilife-technologies/reviews) — 4.7/5 stars (78 reviews)
- [InsuredMine](https://www.g2.com/products/insuredmine/reviews) — 4.7/5 stars (16 reviews)

---
## Top Discussions

### Applied Epic

- Title: [Accounting - Does your agency reconcile direct bill commission statements?](https://www.g2.com/discussions/24373-accounting-does-your-agency-reconcile-direct-bill-commission-statements) — 4 comments, 1 upvote
  > **Top comment:** "We changed to recording direct bill rather than reconciling about two years ago.  It has been much more efficient for our accounting department.  We have set..."
- Title: [Is there a way to add taxes and fees so that it carries over into the invoicing section?](https://www.g2.com/discussions/is-there-a-way-to-add-taxes-and-fees-so-that-it-carries-over-into-the-invoicing-section) — 3 comments, 1 upvote
  > **Top comment:** "Taxes and fees are processed as transactions to a policy.  You can add custom transactions in Configure>Accounting>Transaction Codes."
- Title: [What is the best way to implement Best Practices for reports on renewal and new business retention?](https://www.g2.com/discussions/24564-what-is-the-best-way-to-implement-best-practices-for-reports-on-renewal-and-new-business-retention) — 2 comments, 1 upvote
  > **Top comment:** "If you forward to me your email address I can send to you the Criteria that I use for both."
- Title: [What is Applied Epic used for?](https://www.g2.com/discussions/what-is-applied-epic-used-for) — 1 comment
  > **Top comment:** "Applied epic is software is an agency management system that insurance agencies and brokers use to keep track and store policy information for customers who..."
- Title: [What is the best way to implement Best Practices?](https://www.g2.com/discussions/25557-what-is-the-best-way-to-implement-best-practices) — 1 comment, 1 upvote
  > **Top comment:** "We use line status to track new business.   You probably have a specific line status you use for new business right?   This status is available in the..."

### Jenesis

- Title: [What is applied epic?](https://www.g2.com/discussions/what-is-applied-epic) — 1 comment
  > **Top comment:** "Features to build a better Insurance agency."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/applied-epic-vs-jenesis)