Gen4 Agency Management

About Gen4 Agency Management

Gen4 Systems provides broker and general agency database management systems inclusive of fully integrated products for downstream agents, hr managers, and employees. The Gen4 sales system has been custom-built for insurance brokers, complete with all the fields and processes needed to grow your agency. Pipelines by stage, closure date, and renewal date provide the different views needed to grow a successful insurance agency. With Gen4’s automated task system your staff is automatically assigned the right tasks at the right time, ensuring your clients are well managed.

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Pricing

Free Trial Not Available
Offers Custom plan.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

NA

Modes of Support

Online

Gen4 Agency Management Features

Show Feature Explanation

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Enrollment Management

Helps in collecting, analyzing and utilizing data to take strategic decisions for enhancing the enrollment of a learning institution

Claims Management

Helps to organize and keeping track of insurance claims and as such claims made by patients.

Commission Management

Helps in managing and tracking the commission amounts and simplify as such calculations

Document Management

Ability to store and manage your electronic documents

Gen4 Agency Management Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Pricing Plans

Gen4 Agency Management Custom

Features

Built For Insurance Brokers
Beautiful Pipelines For Projecting Sales
Log Calls, Notes And Schedule Follow-ups
Anywhere Access -- Phones, Tablets Or Laptops
One Agency Crm For All Your Needs
Designed For Group & Individual Brokers
Automated Processes Make It Easy!
Workspaces Make Managing Your To-do List A Breeze
It's All About Communication
Policy, Rate And Plan Summary Documents
Choose From Our Website Designs Or Build Your Own
Easy For Employees To Use
Core Plan Enrollments
Life Insurance & Retirement Plans
Pre-built Carrier Excel Exports

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Disclaimer: The pricing details were last updated on 13/11/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Gen4 Agency Management Pricing