What is Gen4 Agency Management?

An all-encompassing agency management system tailored for the entire team integrates various functions, including sales management and agency CRM, along with workflow automation and online enrollment—all within a singular platform. Specifically designed for insurance brokers, the Gen4 sales system features vital fields and processes that support the expansion of your agency. The unique nature of managing an insurance pipeline necessitates distinct views according to different stages, closure dates, and renewal dates, which aids in nurturing a successful insurance practice. Users can log sales calls, take meeting notes, pinpoint critical concerns, schedule follow-ups, and even dictate notes using their mobile devices. Whether you’re stepping into a client meeting or enjoying a lunch break, accessing your sales notes on your smartphone or checking your pipeline on a tablet is effortless, ensuring your sales system is always at your fingertips. This harmonious blend of technology not only enhances operational efficiency for your team but also significantly improves the overall outcomes for your agency. With such a system in place, brokers can focus more on building relationships and closing deals rather than getting bogged down by administrative tasks.

Pricing

Price Starts At:
$195 per month
Free Trial Offered?:
Yes

Integrations

No integrations listed.

Screenshots and Video

Gen4 Agency Management Screenshot 1

Company Facts

Company Name:
Gen4 Systems
Date Founded:
2004
Company Location:
United States
Company Website:
www.gen4systems.com

Product Details

Deployment
SaaS
iPhone
iPad
Android
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Gen4 Agency Management Categories and Features

Insurance Agency Software

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

More Gen4 Agency Management Categories