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Gen4 Agency Management Reviews

User Rating

4.2/5 (Based on 5 Ratings)

Rating Distribution

  • Excellent

    60%
  • Very Good

    20%
  • Average

    0%
  • Poor

    20%
  • Terrible

    0%

Do You Use Gen4 Agency Management?

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Reviews
VS

Verified User in Financial Services

October 8, 2024 Source: G2.com
Gen4 is a life saver
What do you like best about Gen4 Agency Management?
.i love the ease of use, as well as the robust reporting
What do you dislike about Gen4 Agency Management?
the process management module is lacking, and some of the customization is not what it should be
What problems is Gen4 Agency Management solving and how is that benefiting you?
client management was tough, as was contact management
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SU

Shannon U

June 29, 2020 Source: G2.com
Gen4 Review
What do you like best about Gen4 Agency Management?
Gen4 is easy to use for us as a Benefit Broker. We house all our client information online with Gen4
What do you dislike about Gen4 Agency Management?
It doesn't interact with other systems very easily. Limited 2 way data transfer.
What problems is Gen4 Agency Management solving and how is that benefiting you?
We are able have all our client and their benefit information in one spot. This has streamlined our renewal process.
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VR

Verified User in Human Resources

June 19, 2018 Source: G2.com
Gen4 for Efficiency
What do you like best about Gen4 Agency Management?
It is a great house of information. Easy to use. Smart searches for information when needing to find something. "My Workzone" is a nice one stop for tasks to complete for all groups. Easy viewing of history and tracking for completion.
What do you dislike about Gen4 Agency Management?
It would be nice to have a place for some common employee benefits to trigger filling in information, such as employer contribution, waiting period, COBRA administrator.
Recommendations to others considering Gen4 Agency Management?
It's a great program. Very user friendly, helpful and increases productivity.
What problems is Gen4 Agency Management solving and how is that benefiting you?
It solves for higher productivity and efficiency. It is a go to for data, action items and results. It is a universal location for plan benefits, rates, summaries for quick utilization with employers and employees.
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VS

Verified User in Financial Services

December 21, 2017 Source: G2.com
Does what it's suppose to do.
What do you like best about Gen4 Agency Management?
Nice integrations with our software stack.
What do you dislike about Gen4 Agency Management?
Did not integrate with legacy software we use.
What problems is Gen4 Agency Management solving and how is that benefiting you?
analytics, email management, lead management. It has been a good one stop shop.
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VI

Verified User in Religious Institutions

February 21, 2019 Source: G2.com
Resource Management Not as good as others
What do you like best about Gen4 Agency Management?
Some of the reports are helpful to track total number of employees
What do you dislike about Gen4 Agency Management?
The system is clunky and requires too many clicks. I did not care for the open enrollment.
Recommendations to others considering Gen4 Agency Management?
This is a good tool if you have broker support.
What problems is Gen4 Agency Management solving and how is that benefiting you?
Human
Read more

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