JenesisLink review for insurance agencies: pricing, lead routing and integrations
JenesisLink is a marketing CRM for independent agencies from Jenesis Software, maker of the JenesisNow agency management system. It captures leads through website chat, an AI chatbot and surveys, then works them with email and text campaigns.
It also asks happy clients for reviews. Pricing is a quoted setup fee plus a monthly package.
- Best for
- Independent agencies, especially JenesisNow users, that want lead capture, campaigns and review requests in one marketing tool
- Price
- Quote only. A setup fee plus a monthly package
- Free trial
- No. A free demo and a recorded webinar
- Lead intake
- Website chat, an AI chatbot, surveys by email or text and contact imports
- Texting and calling
- Email and text campaigns built in
- Agency systems
- JenesisNow through Zapier
Our take
JenesisLink is a marketing tool for an independent agency that wants more appointments from its website and past prospects, plus review requests. It suits JenesisNow agencies best, since it comes from the same company.
A demo or webinar comes first, then a quote for a package and add-ons.
It has no lead assignment rules, no open API and no lead vendor connections.
Pros
- Website chat and an AI chatbot capture leads after hours
- Email and text surveys qualify prospects before an agent calls
- Review requests ask clients for a Google review
- Welcome and reactivation campaigns and sales funnels are included
Cons
- No published prices
- No open API, and no direct lead vendor connections
- No lead assignment or routing rules
- Connects to JenesisNow only through Zapier
- Low ratings reach the agency before Google, a review filter Google discourages
Plans and pricing
- How it's priced
- A quoted setup fee plus a monthly package
- Add-ons
- Reputation management, a marketing phone number, review drip campaigns and proposals
- To get a price
- Request a demo at jenesissoftware.com or call (828) 245-1171
Getting started
Watch the webinar or book a demo
Jenesis offers a free custom demo and a recorded JenesisLink webinar.
Pick a package and add-ons
The quote covers setup and the monthly package.
Add your contacts
Import contacts or add them by hand.
Turn on capture
Add website chat, the AI chatbot and surveys.
Start campaigns
Set up welcome, reactivation and review request campaigns.
Support is by phone, email and a contact form.
Lead intake
Leads come from your website through live chat and an AI chatbot that answers common questions after hours. Email and text surveys qualify or rule out each prospect.
- Ways leads come in
- Website chat, AI chatbot, email and text surveys, contact import or by hand
- Lead vendors
- No open API, so lead vendors can't post leads in directly
Follow-up and calling
Pipelines track each prospect's stage. Tasks, email and text sequences and appointment booking handle follow-up.
- Campaigns
- Welcome autoresponders for new contacts and reactivation drips for old ones
- Sales funnels
- Funnels and an appointment calendar are part of the platform
- Reviews
- Clients who rate you four or five stars are sent to Google. Three-star feedback comes to you first
Client and policy records
JenesisLink holds contacts and opportunities, not policies. JenesisNow, the Jenesis agency management system, keeps policies, renewals, claims and commissions.
Renewals, retention and cross-sell
Staying in touch
Email and text sequences, reminders and review requests reach clients between renewals.
Win-backs
Reactivation drips reach past prospects and clients.
Connections
| Connects to | Type | How | What it does |
|---|---|---|---|
| JenesisNow | Agency system | Zapier | A tag on a JenesisNow client can move that client into JenesisLink. Policies don't move |
Zapier needs its own account, which Zapier bills separately.
Reporting
Reports you get
- Campaign results
- Messages and interactions with each contact
- Each prospect's pipeline stage
JenesisLink alternatives
- GloveBox CRMFrom $41.65 a month, billed yearlyWeighted round robin, with vendor leads through Zapier or CSV
- AgencyZoomFrom $119.20 a month for up to 7 users, billed yearlyLead vendor post URLs and a two-way sync with several agency systems
- HighLevelFrom $80.83 a month, billed yearlyBuild your own funnels, chat and campaigns, with unlimited users
- InsuredMineFrom $106 a user per month, billed yearlyRenewal and cross-sell campaigns tied to your agency system
See every option in insurance lead management software.
Frequently asked questions
How much does JenesisLink cost?
Jenesis quotes a setup fee plus a monthly package.
Does JenesisLink work with JenesisNow?
Yes, through Zapier.
Does JenesisLink have a free trial?
No, but Jenesis offers a free demo and a recorded webinar.
Can lead vendors send leads to JenesisLink?
Not directly. It has no open API, so leads come from chat, surveys and imports.
How we researched this review. We based this review on the terms and product pages published by JenesisLink, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan JenesisLink quit selling or a contract term that reads different now, let us know and send the link to the page where JenesisLink has it. Somebody here pulls up that page and checks it before we change anything on ours.