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Agency Management
Client Tracking
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Employee Tracking
Group Business
Individual Business
Marketing
Outlook Integration
PDA Integration
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Reporting
Group Business

Tired of trying to track your group policies in products built for individual policy management? Frustrated with your current system's inability to track age banded rates, plan benefits, or even something as simple as policy documents? Gen4 knows that although group and individual lines of business are similar, the data tracking needs between the two differ significantly. The group policy engine of the Gen4 Agency Management System was built specifically for group policy management and as such, includes a collection of data tracking capabilities and data management tools designed to transform your agency's group policy management headaches into simple, everyday activities.

  • Advanced plan benefits tracking and management
  • Advanced policy management and library tracking capabilities
  • Dental and voluntary dental policies
  • Disability policies (short and long-term)
  • Employee benefit election management (new hire, mid-year and open enrollment)
  • Flexible spending policies
  • HSA and HRA tracking
  • Life policies
  • Medical policies (composite and age banded capabilities)
  • Medical and dependent spending accounts
  • Policy based document management
  • Rating engines for composite, age banding and divisor based policies
  • 401K and other contribution orientated policies
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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