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Agency Management

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	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

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.