Gen4 Systems

Gen4 Systems builds an agency management system for insurance brokers that covers sales, client records, staff workflow and online enrolment in one product. It is designed for both group and individual insurance brokers and works on phones, tablets and laptops.

What Gen4 Systems offers

• Sales pipelines — views by stage, closing date and renewal date, with call logs, notes, voice dictation and follow-ups.
• Agency CRM — one record for clients, carriers, competitors, prospects and leads.
• Automated tasks — work assigned to staff automatically, with a daily 'My Day' view.
• Outlook integration — client dashboards, policy lists and tasks available inside Outlook.
• Benefit websites — client sites giving employees access to policies, rates, plan summaries and onboarding documents.
• Online enrolment — employee enrolment handled in the same system.

Who it works with

Insurance agencies and brokers serving group and individual clients, and the employers whose staff use its benefit websites.