Workflow management is a general term used to refer to a collection of tools associated with all aspects of intra-team and customer communication utilized to improve the efficiency and effectiveness of an agency. The Gen4 Agency Management System, provides you with the industry's leading collection of workflow management tools to help your team better manage important business issues. Equally as important, the Gen4 workflow management system is easy to implement and use, having been designed specifically for insurance agencies, and is equipped with special implementation tools for renewal cycles and claims management.

• Automated history and activity tracking
• Automatic task assignments and manager notification based on agency processes
• Codification of key agency processes such as renewals, underwriting, and sales prospecting
• Manager level task reporting for quick analysis of team member load
• Manage task distribution of the entire agency team
• Process Management