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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
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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