Simple and Flexible Group and Individual Policy Management

Whether your team prefers quick and simple plan management or more robust solutions with benefits and rates, the Gen4 system can be customized to your needs.

List of Group Policies

Built for Group and Individual Brokers

BUILT FOR GROUP INSURANCE

Gen4 is ready to track all your client policies, from medical and dental to ancillary and retirement plans.

BUILT FOR INDIVIDUAL INSURANCE

Whether you are selling individual medical plans, medicare, term life, whole life, retirement plans…we have you covered.

FAST AND EASY PLAN ENTRY

The ability to customize Gen4 enables your team to determine how much or how little data you wish to track.

DRAG AND DROP POLICY DOCUMENTS

Quickly save plan benefit summaries, rate sheets, contracts, underwriting documents and more with simple drag and drop tools.

Looking for More Advanced Plan Tracking?

CUSTOMIZED PLAN BENEFIT SPREADS

Build your team’s plan benefit Excel templates directly into the Gen4 platform for automated RFP and proposal creation.

RATE IMPORTING

Tracking ACA rates? Not a problem with our simple ACA rate import tools.

PLAN LIBRARIES FOR SPEED AND ACCURACY

Manage core plans commonly sold in a library to enable quick re-use, reduced data entry and improved accuracy.

ONLINE ENROLLMENT

Quickly move from tracking plans to enabling online enrollment with Gen4’s simple to setup and easy to use enrollment platform.

RFPs & Proposals Made Easy

QUICK RFP SETUP AND ASSEMBLY

Leverage the client data already tracked in Gen4 to quickly assemble  plans and documents for your client RFPs.

AUTOMATED RFP DELIVERY & TRACKING

Gen4’s RFP Distribution System quickly and securely sends RFPs to each of your carrier reps and tracks if your reps have read or replied.

CUSTOMER PROPOSALS

Export quick to market Excel proposals complete with benefit comparatives, rate analysis, and cost summaries for executives.

INTEGRATED CUSTOMER PORTALS MAKE LIFE EASY!

Leverage the power of Gen4’s HR Portals to streamline proposal delivery and plan selections for the upcoming renewal year.