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Agency Management For more info, submit a request or call now: 1-800-689-9390
Agency Management
Client Tracking
Dashboards
Employee Tracking
Group Business
Individual Business
Marketing
Outlook Integration
PDA Integration
Prospecting
Reporting
Dashboards

The ability to track and manage your business information is only as important as your capability to report on the information and measure the health of your agency. The Gen4 Agency Management System's advanced, real-time dashboards provide insurance owners and business managers the ability to quickly ascertain key data on the insurance agency and to make real-time adjustments throughout the year ensuring annual goals are readily achieved.

  • Client distribution dashboards
  • Policy dashboards
  • Prospect dashboards by sales agent
  • Prospect dashboards by sales pipeline
  • Process tracking dashboards
  • Renewal dashboards
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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