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Workflow & Processes For more info, submit a request or call now: 1-800-689-9390
Workflow & Processes
Activity & Task Tracking
Calendaring
Claims Management
Process Management
Team Management
Workflow Management
Calendaring

No workflow or activity tracking system would be complete without a robust calendar implementation. With the Gen4 Agency Management System, you can leverage the benefits of a calendaring system that is integrated directly with your activities engine.

  • Ability to grant other team members viewing capabilities to your calendar
  • Customization capabilities to control what types of activities appear on your calendar
  • Day, week and month calendar views
  • Printable calendar reports that you can take with you
  • Team member color coding for ease of reference
  • Team scheduling and conflict checking system
Gen4 Solutions For:
Group Insurance Brokers

Individual Medical and Medicade Brokers

Individual Life and Investment Brokers

Group GAs and Third Party Administrators

General Agencies and MGAs







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