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Agency Management For more info, submit a request or call now: 1-800-689-9390
Agency Management
Client Tracking
Dashboards
Employee Tracking
Group Business
Individual Business
Marketing
Outlook Integration
PDA Integration
Prospecting
Reporting
Reporting

Even the best agency management system is rendered effectively useless without the ability to report on your client data when and how you want. It is for this reason alone that the Gen4 Agency System has gone to great length to provide a large and comprehensive reporting center with over 250 pre-built and ad hoc reports. However, even with this many reports, there will inevitably be times when your agency needs more. To service these additional needs, your Gen4 Agency System also is equipped with a Custom Report Writer enabling you to design your own reports and save them into Gen4's Report Center for continued re-use. Not a programmer? Don't worry, Gen4's Custom Report Writer is easy to use and requires no programming or database knowledge!

  • Easy step-by-step wizard makes creating reports a snap!
  • Filtering and business logic provides for more advanced reporting
  • One click exportable to Excel and Word
  • Report on over 98% of all fields in your database
  • Save and re-run your custom reports as much as you want
  • Why start from scratch? Make copies of pre-built Gen4 reports and change them to fit your needs!
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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