Process management is a tool that enables your agency to control and manage internal business processes in an organized, efficient and reportable manner. The Gen4 Agency Management System's process management engine is your agency's key to gaining greater efficiencies, reducing workflow problems and eliminating common mistakes from simple lack of follow-up or attention.

• Assign specific team members to specific steps in a process
• Automatic routing from one process step to the next
• Automatic activity scheduling for all process steps
• Automatic email notifications on step assignment
• Customizable email notification based on estimated due dates or actual completion dates
• Design and build your own custom processes tailored for your agency
• Manager level notifications and reporting
• Use the pre-built library of renewal, underwriting, and sales prospecting processes
• Utilize Gen4's "Default Leader" concept for building re-usable processes across your entire staff