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Training & Support
Customer Support
Onsite Training
Video Training
Webex Training
Customer Support When and Where You Need It

Gen4 is pleased to provide a collection of different support resources to ensure your agency always has access to the right answer at the right time.

  • Cheat Sheets: Cheat sheets are 1-5 page guidelines keeping you on the right track for commonly done activities in your agency, HR and employee solutions.

  • Commission Manual: The world of insurance commissions is hard enough without having to learn a new system. Gen4's commission manual is your one-stop shop for all things commission orientated in Gen4.

  • Inline Field Assistance: Built directly into your agency management system, inline field support provides field-by-field definitions and usage instructions providing quality support exactly where you need it.

  • Integrated Ticket Support: Built directly into your Agency Help Center is Gen4's integrated ticketing system, enabling anyone on your team to submit a question or problem they are having directly to Gen4's support team.

  • Onsite Training: Are you concerned about your entire agency making the transition to a new system? Do you need to go the extra yard to provide your team the best training possible? Are you looking for as quick and smooth a transition as possible to a new agency system? Gen4's onsite training services are designed to solve each of these concerns.

  • Phone Support: For those situations where all else fails, the Gen4 support team is there to assist you with escalated phone support (available in certain packages).

  • Video Training: Gen4 is pleased to offer over 50 different video-based training tutorials to assist both new and experienced team members with specific functionality in the Gen4 Agency System.

  • Webex Training: With Webex training, your team and a certified Gen4 trainer are brought together via a conference call and a shared Internet training service to teach your team the ins and outs of using Gen4.

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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