The Gen4 Agency Management System provides easy-to-use tools for tracking and managing all aspects of your client relationships. Whether you are tracking just the basics of key contacts and the business you have sold or are looking to track more advanced items such as carrier relationships, claims history and service requests, your new Gen4 Agency System provides all the tools you need in one easy-to-use solution.

• Client management: group and individual clients in one system
• Document management for agencies looking to become paperless
• History tracking: meeting notes, phone calls, claims and service issues, and more...
• Mail merging: birthday letters, renewal letters
• Policy management: medical, dental, disability, life, 401K, etc...
• Process management for your renewal, underwriting and sales cycles
• Relationship management tools for tracking the degrees of separation amongst your clients and business contacts
• "Tagging" tool provides an unlimited number of ways to classify and manage your accounts
• Track accounts by different agency roles - sales, service and account manager assignments
• "Typing" tool allows for smooth transitions as relationships change
• Vendor, business partner and other company/contact tracking
• Unlimited data storage, including documents!