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Compare Applied Epic and Jenesis 
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At a Glance
Market Segments
Small-Business (71.6% of reviews)
Small-Business (98.6% of reviews)
Entry-Level Pricing
No pricing available
Contact Us 1 JenesisNow Pro has a base fee per physical agency location and a cost of $60 per user. Per Month
Applied Epic
Star Rating
(1,556)4.4 out of 5
Market Segments
Small-Business (71.6% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Applied EpicJenesis
Star Rating
(155)4.7 out of 5
Market Segments
Small-Business (98.6% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us 1 JenesisNow Pro has a base fee per physical agency location and a cost of $60 per user. Per Month
Browse all 2 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Jenesis excels in ease of use, with users appreciating its straightforward interface that simplifies agency management tasks. One user highlighted how the search function efficiently pulls all insured information onto one screen, saving valuable time.
- Users say that Applied Epic offers robust data management capabilities, particularly for generating certificates. Reviewers noted that once templates are set up, the process becomes efficient and fast, enhancing overall productivity.
- According to verified reviews, Jenesis stands out for its customer support, with many users praising the personalized service they receive. One user mentioned the live chat function as a great resource, where support staff are patient and go above and beyond to assist.
- Reviewers mention that Applied Epic provides valuable online tutorials that facilitate easy setup and implementation. Users find these resources particularly helpful for understanding workflows and ensuring nothing is missed during renewal processes.
- G2 reviewers highlight that Jenesis has a significantly higher score in ease of setup, with users noting a quick and intuitive onboarding experience. This contrasts with Applied Epic, where some users reported challenges during the initial setup phase.
- Users report that while both products have strong features, Applied Epic's ongoing technological advancements—such as AI integration—are impressive. Reviewers appreciate how these updates enhance the platform's capabilities, allowing seamless integration with tools like Office 365 and Adobe.
Pricing
Entry-Level Pricing
Applied Epic
No pricing availableJenesis
JenesisNow Pro
Contact Us
1 JenesisNow Pro has a base fee per physical agency location and a cost of $60 per user. Per Month
- JenesisNow Basic features
- 2-way email and text integration
- Automated marketing campaigns
Free Trial
Applied Epic
No trial information availableJenesis
Free Trial is available
Ratings
Meets Requirements
8.6
1,012
9.3
115
Ease of Use
8.1
1,401
9.4
116
Ease of Setup
7.3
986
9.6
57
Ease of Admin
7.7
440
9.8
50
Quality of Support
8.8
974
9.8
115
Has the product been a good partner in doing business?
8.6
457
9.9
50
Product Direction (% positive)
8.6
1,004
9.5
114
Features by Category
Administration
7.5
709
8.0
83
8.5
782
9.1
90
8.0
719
7.9
78
7.1
648
8.6
81
7.8
767
9.1
91
7.3
611
8.6
85
8.0
766
8.3
93
8.4
778
9.2
97
Insurance Documentation
8.0
726
8.2
78
8.9
813
9.3
96
8.1
750
8.7
93
7.7
653
7.7
84
Categories
Categories
Shared Categories
Applied Epic and Jenesis are categorized as Insurance Agency Management Systems
Unique Categories
Applied Epic has no unique categories
Jenesis has no unique categories
Reviews
Reviewers' Company Size
Applied Epic
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Jenesis
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Insurance
91.7%
Accounting
3.6%
Construction
1.1%
Financial Services
0.7%
Information Technology and Services
0.3%
Other
2.6%
Insurance
95.8%
Financial Services
1.4%
Real Estate
0.7%
Oil & Energy
0.7%
Investment Management
0.7%
Other
0.7%
Discussions
Accounting - Does your agency reconcile direct bill commission statements?
4 Comments
MP
yesRead more
Is there a way to add taxes and fees so that it carries over into the invoicing section?
3 Comments
LM
Taxes and fees are processed as transactions to a policy. You can add custom transactions in Configure>Accounting>Transaction Codes.Read more
What is the best way to implement Best Practices for reports on renewal and new business retention?
2 Comments
TB
If you forward to me your email address I can send to you the Criteria that I use for both.Read more
Jenesis has no more discussions with answers
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