Gen4 Agency Management

Insurance brokers who sell and renew policies need to track prospects, carriers and renewal dates in one place, and Gen4 Agency Management is built for that. It is an agency management system from Gen4 Systems, designed for both group and individual brokers, and the company says it is meant to be a system the whole agency team will actually use.

A CRM shaped like an insurance agency

At its core is an agency CRM that holds clients, carriers, competitors, prospects, leads and other relationships in one database. The company says the sales system was built for brokers from the beginning, with the fields and processes an agency needs, rather than adapted from a generic sales tool.

Pipelines and daily work

Pipelines can be viewed by stage, by closure date and by renewal date, which the company says reflects how insurance selling differs from other industries. Users can log sales calls, record meeting notes and key concerns, schedule follow-ups and dictate notes by voice from a phone or tablet. Because the system runs on phones, tablets and laptops, a broker can check notes before walking into a client meeting.

Workflow automation hands the right tasks to the right staff at the right time, and a My Day workspace gathers each person's to-dos, deliverables and follow-ups into a single daily view.

Working inside Outlook

Gen4 describes its Outlook integration as going beyond email syncing. Client dashboards, policy lists and task management appear inside Microsoft Outlook, so staff can stay in the mail program they already use.

Policies, renewals and enrollment

The product also covers policy management, commissions, client service management and renewal management, and offers online enrollment for benefit clients.

Benefit websites for clients

Agencies can give each client a benefit website where employees see their policies, rate and plan summaries and key documents, and where extras such as vacation schedules and onboarding documents can be added. The company says this reduces customer service calls. Ready-made site designs can be deployed in minutes, or an agency can build its own.

Gen4 Agency Management is a software system made for insurance agencies and brokers. It brings client records, sales tracking and everyday agency tasks into one place, and it is offered by Gen4 Systems. It suits both group and individual brokers.

What Gen4 Agency Management offers

• Agency CRM: one database for clients, carriers, competitors, prospects, leads and other business contacts.
• Sales pipelines: views organised by stage, closure date and renewal date to project future sales.
• Workflow automation: tasks are assigned to staff automatically at the right point, with a daily "My Day" view of to-dos and follow-ups.
• Call and note logging: sales calls, meeting notes and follow-ups can be recorded, including voice-dictated notes from a phone or tablet.
• Outlook integration: client dashboards, policy lists and task management sit inside Microsoft Outlook.
• Benefit websites: client-facing sites where employees can see policies, plan summaries and documents, with a choice of designs.

Customers and markets

The product is built for insurance brokers, both group brokers and individual ones, and is reachable from phones, tablets and laptops.

Key facts

• Policy and renewal tools: policy management, commissions, renewal management and client service management
• Enrollment: online enrollment for benefit clients
• Access: works on phones, tablets and laptops