Gen4 Agency Management

Gen4 Agency Management is a comprehensive agency management system specifically designed for insurance brokers. According to the vendor, this software solution caters to insurance brokerage firms of all sizes, from small agencies to large enterprises. It aims to provide features and functionalities that can streamline operations and enhance business performance for insurance brokers, group insurance brokers, individual insurance brokers, employee benefits brokers, and health insurance brokers.

Key Features

Sales System: According to the vendor, the software includes a custom-built sales system tailored for insurance brokers. It offers pipelines for projecting sales, enables users to log sales calls and meeting notes, and provides anywhere access for easy accessibility.

Agency Management CRM: The system centralizes all business contacts, including clients, carriers, prospects, and leads. It offers tools specifically designed for group and individual insurance brokers, features an automated task system, and simplifies managing to-do lists with workspaces.

Benefit Websites: The software reduces customer service calls by providing modern benefit websites to each customer. These websites reportedly empower client employees with access to policies, benefits, and key documents. Users can choose from ready-to-use designs or customize their own, and the benefit websites automatically update year on year.

Online Enrollment: According to the vendor, the software provides step-by-step enrollment instructions for employees, supporting core plans such as medical, dental, vision, and disability. It also offers support for various life insurance scenarios and retirement plans, with pre-built carrier Excel exports for easy data exchange.

Commission System: The software enables quick and simple importing of commission statements, featuring efficient PDF check processing for commission management. According to the vendor, it includes one-click missing commission management and handles chargebacks and credits with automatic agent split credits and clawbacks.

Client Service System: Users can log phone calls and meeting notes for efficient client touchpoint tracking. The system integrates with Microsoft Outlook for email and client management integration, and it provides client chart dashboards for comprehensive service delivery views.

Outlook Integration: The software offers deep integration with Microsoft Outlook, supporting both Windows and Mac platforms. Users can sync emails with one click, automatically save attachments, and view client policy data within Outlook.

Smart Renewal Management: According to the vendor, the software guides teams through every step of the client renewal process with process-based workflows. It customizes renewal processes based on group size, includes routing rules, and sends alerts to notify teams of any renewal problems.

Sales & Pipeline Management: The software provides pipelines for managing sales by stage, closure date, and renewal date. It tracks key insurance-related metrics and enables users to log phone calls, meeting notes, and next steps for efficient sales management. It also offers analytics and reporting for monitoring team performance.

Group and Individual Policy Management: The software is built for tracking all client policies, from medical and dental to ancillary and retirement plans. It supports quick and easy plan entry, allows users to drag and drop policy documents, and provides advanced features such as customized plan benefit spreads and rate importing.