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Renewals & RFPs For more info, submit a request or call now: 1-800-689-9390
Renewals & RFPs
Comparative Excels
Managing Renewals
Renewal Process Mgmt
Renewal Reporting
RFPs & Proposals
RFPs & Proposals

The Gen4 Agency Management System's proposal management engine provides all the tools necessary to make clean and professional looking proposals for both carriers (for alternate rate quotes) and your clients. Gen4's flexible proposal report generator enables you to leverage the work of a single proposal for multiple and differing audiences.

  • Census importing
  • Comparative or linear based reporting
  • Full proposal production
  • Include cover letters, summary sheets and disclaimers
  • Policy importing
  • Proposal report generator
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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