The Gen4 sales system has been custom built for insurance brokers, complete with all the fields and processes needed to grow your agency. Managing an insurance pipeline is a little different than other industries. Pipelines by stage, closure date, and renewal date provide the different views needed to grow a successful insurance agency.
Log sales calls, include meeting notes, hot button issues, schedule follow-ups and voice dictated notes from your phone or tablet. One easy to use system for managing all your business contacts: clients, carriers, competitors, prospects, leads, relationships, and more. The Gen4 platform has been uniquely tailored with all the tools needed for group and individual insurance brokers.
Log sales calls, include meeting notes, hot button issues, schedule follow-ups and voice dictated notes from your phone or tablet. One easy to use system for managing all your business contacts: clients, carriers, competitors, prospects, leads, relationships, and more. The Gen4 platform has been uniquely tailored with all the tools needed for group and individual insurance brokers.
Services
One easy to use system for managing all your business contacts: clients, carriers, competitors, prospects, leads, relationships, and more. The Gen4 platform has been uniquely tailored with all the tools needed for group and individual insurance brokers. Two applications, one system. Empower your producers with a dedicated sales system that seamlessly integrates with your agency CRM.
Streamline your agency and improve your client service with workflow and automation solutions for managing to-do, service and claims issues. Build multi-step process workflows that standardize when and how your team reaches out to customers throughout the year. With Gen4's automated task system your staff are automatically assigned the right tasks at the right time, ensuring your clients are well managed.
Take your client engagement to the next level with beautiful benefit websites and client management tools. Reduce customer service calls and bring a modern benefit website solution to each of your customers. Empower your client's employees with access to their policies, benefits, key documents and more.
Gen4's automated pdf check processing system is simple to use and nearly as fast as importing checks. Managing chargebacks and credits has never been easier with automatic agent split credits and claw backs. Automate the paying of agents one percentage in the first year and a lower percentage in renewal years.
From follow-ups to client service issues, there is no system more powerful than Gen4 for streamlining your service needs. Quick call logging and meeting note tools make logging client touch points a breeze for you and your team. Never miss another key deadline or follow-up with Gen4's one-click follow up scheduling system.
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