About Gen4 Agency Management

BEAUTIFUL PIPELINES FOR PROJECTING SALES

Managing an insurance pipeline is a little different than other industries Pipelines by stage, closure date, and renewal date provide the different views needed to grow a successful insurance agency

LOG CALLS, NOTES AND SCHEDULE FOLLOW-UPS

Log sales calls, include meeting notes, hot button issues, schedule follow-ups and voice dictated notes from your phone or tablet

ANYWHERE ACCESS -- PHONES, TABLETS OR LAPTOPS

Access your sales notes on your smart phone walking into a client meeting or review your pipeline at lunch on your tablet…your sales system goes where you go

An Agency CRM Customized for Your Team

ONE AGENCY CRM FOR ALL YOUR NEEDS

One easy to use system for managing all your business contacts: clients, carriers, competitors, prospects, leads, relationships, and more

DESIGNED FOR GROUP & INDIVIDUAL BROKERS

The Gen4 platform has been uniquely tailored with all the tools needed for group and individual insurance brokers

AUTOMATED PROCESSES MAKE IT EASY!

With Gen4’s automated task system your staff are automatically assigned the right tasks at the right time, ensuring your clients are well managed

WORKSPACES MAKE MANAGING YOUR TO-DO LIST A BREEZE

Simple “My Day” views take the headache out of managing your to-do(s) by automatically organizing all your key tasks, deliverables and follow-ups for the day

INDUSTRY'S DEEPEST OUTLOOK INTEGRATION

It’s so much more than syncing emails Leverage the power of client dashboards, policy lists, task management, all inside Outlook

Engage Your Customers with Benefit Websites

IT'S ALL ABOUT COMMUNICATION

Reduce customer service calls and bring a modern benefit website solution to each of your customers

POLICY, RATE AND PLAN SUMMARY DOCUMENTS

Empower your client’s employees with access to their policies, benefits, key documents and more Expand client value by including vacation schedules, on-boarding documents and more

CHOOSE FROM OUR WEBSITE DESIGNS OR BUILD YOUR OWN

Gen4 comes equipped with out of the box ready website designs that can be deployed in minutes Your team can also opt to build your own design or customize one of ours to your preferences