The Gen4 Agency Management System delivers powerful tools to assist your agency with all aspects of prospect management. At its simplest level, this involves tracking phone calls, emails and other types of correspondence and storing this information in each contact's history. For agencies looking for more advanced functionality, the Gen4 Opportunity Management System provides a complete pipeline management solution that enables users to track prospects through each stage of the sales pipeline - from lead qualification to client acquisition.

• Assign primary and secondary sales agents
• Custom sales pipeline design and management
• Integrated opportunity and marketing system enables you to track from which marketing initiative an opportunity developed
• Key contact and decision maker tracking
• Lead source tracking
• Reason management: know why you are winning and losing business
• Track new, open, won, lost and abandoned opportunities
• Track potential premiums and revenue
• Weight revenue tracking for projecting agency revenue growth