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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
Marketing

If you want your agency to grow, you need the right marketing tools. Tracking marketing initiatives in excel spreadsheets and word documents is an example how NOT to handle your vital marketing efforts. How long did it take your staff to organize your last marketing initiative? In the competitive world of insurance agencies, efficient and effective marketing is not an option; it is a requirement. The Gen4 Agency Management System's advanced marketing tools and activity integration enable your agency to successfully setup, manage and implement all your marketing initiatives.

  • Build, track and report on all your marketing initiatives
  • Build invitation lists from your account and contact database
  • Manage cost and new business value
  • Track direct mailers, advertising, email blasts, newsletters, etc.
  • Goal tracking and realization
  • Easily produce "Thank You" and other types of post-event correspondence
  • Re-use marketing initiatives from one year to the next
  • Run comparatives across different marketing initiatives for participation and success measurement
  • Track participation
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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