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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
Individual Business

The Gen4 Agency Management System's individual policy management engine is a complete source for tracking all of your agency's personal lines of business. From individual medical plans to more complicated variable and whole life policies, if you can sell it, Gen4 can track it.

  • Annuities
  • Beneficiary and relation tracking
  • Coverage and rider management
  • Disability and long-term care policies
  • Medical policies
  • Multi-level premium tracking
  • Term, whole, universal and variable life policies
  • Underwriting process management
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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