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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
Employee Tracking

With your Gen4 Agency Management System, you can go beyond just tracking basic contact information (name, phone numbers and addresses) to tracking full employee records. Whether your focus is on providing outsourced HR services, advanced claims management or the implementation of Gen4's integrated HR and Employee Management Solutions for your groups, you can quickly and easily track all aspects of the employee relationship.

  • Benefit class management for customized policy distribution
  • Benefit election tracking for all group and voluntary benefits
  • Dependent tracking, including SSN, addresses, student status and more...
  • Emergency contacts
  • Employement status: active, COBRA, FMLA, terminated, etc.
  • Important Dates: Hire date, date of birth, annual review date
  • Salary tracking with historical change management
  • Service and claims history
Training & Support
Whether you are looking to minimize the training and implementation costs associated with implementing a new database or looking to go the extra yard to ensure your entire team is fully trained, Gen4 has training solutions that will work for you. Click here to learn more about Gen4's Training and Support solutions.





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