Audience
Insurance agencies and companies in need of a cloud solution for risk and insurance management
About Gen4 Agency Management
An agency management system the whole team will use. From sales management to agency CRM through workflow automation and online enrollment…one system the whole team will use. 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. Access your sales notes on your smart phone walking into a client meeting or review your pipeline at lunch on your tablet…your sales system goes where you go.
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Pricing
Starting Price:
$195 per month
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
Gen4 Systems
Founded: 2004
United States
www.gen4systems.com
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Product Details
Platforms Supported
Cloud
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
Gen4 Agency Management Frequently Asked Questions
Gen4 Agency Management Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management