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Renewals & RFPs
Comparative Excels
Managing Renewals
Renewal Process Mgmt
Renewal Reporting
RFPs & Proposals
Renewal Reporting

The Gen4 Report Center provides the ultimate flexibility in when and how you run your renewal reports. Whether you are looking to see only your specific renewal block, the entire agency's renewal block, renewals by client, renewals by process step, etc., the Gen4 Report Center is there to assist. With a large collection of pre-built renewal reports and the ability to custom design your own renewal reports, there is no limit on how you can report on your agency's renewals.

  • Renewals by account manager
  • Renewals by carrier
  • Renewals by client
  • Renewals by custom date filtering
  • Renewals by premium
  • Renewals by renewal process step
  • Renewals by sales agent
  • Renewals by type of business (medical, dental, etc.)
  • Renewals by any combination of the above items and much more...
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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