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Software Status:Active

About Gen4 Agency Management

Gen4 Agency Management is an integrated insurance agency management platform designed for brokers to manage sales pipelines, client relationships, benefit websites, workflow automation, and online enrollment within a single system accessible from phones, tablets, and computers.

Gen4 Agency Management Details

Vendor
Gen4 Systems
Year Launched
2004
Location
5940 S Rainbow Blvd Ste 400 Unit 24330 Las Vegas, NV 89118-2507
Deployment
cloud, web browser
Training Options
documentation, live online, in person
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese
Users
Agents, Brokers, Insurance Carriers, Account Managers, Insurance Broker, Insurance Agent, Insurance Sales Manager, Benefits Consultant
Industries Served
Insurance, Brokerage., Insurance Brokerage Firms, Employee Benefits Consulting Firms, Health Insurance Providers
Tags
Insurance, Agency Management, Brokers International, Gen4, Insurance Agency Management Software, Insurance CRM, Benefits Enrollment Software

Gen4 Agency Management's In-App Market Place

Does Gen4 Agency Management have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

0

Mini Apps

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), CAD (C$), EUR (€), GBP (£), AUD (A$), NZD (NZ$), JPY (¥), CNH (¥), CHF (CHF), HKD (HK$), SGD (S$), THB (฿), KRW (₩), PHP (₱), INR (₹), RUB (₽)

Pros & Cons

  • Benefit websites improve communication between brokers, employers, and employee policyholders
  • Strong Outlook integration allows seamless workflow between email, tasks, and clients
  • Integrated sales, CRM, enrollment, and communication tools improve operational efficiency
  • Insurance-specific platform designed specifically for brokers managing benefits and policy pipelines
  • Pricing information not publicly listed requiring consultation with sales representatives
  • Primarily designed for insurance brokers limiting usefulness for other industries
  • Advanced customization may require technical configuration or training for agencies
  • May require onboarding time for teams unfamiliar with insurance management platforms

Gen4 Agency Management's Support Options

Documentation

Gen4 Agency Management's Alternatives