About Renewal Management
The Gen4 Agency Management System brings the industry's most advanced policy, renewal and proposal management system to your agency. With built-in support for all types of group policies, integrated renewal reporting, advanced renewal process management, and a multi-faceted proposal system, your agency can manage clients efficiently and effectively. Coupled with a variety of advanced data management concepts like policy libraries and plan modeling, the Gen4 Agency Management System is not only infinitely detailed, but also quick and easy to use.
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...