Gen4 Reviews & Pricing

Key Features

• Agency CRM: Monitor clients, carriers, prospects, leads, relationships and more from the same portal. Build customizable dashboards to track client issues, leads, to-dos, renewals, follow-ups and more. 
  • Pipeline Management: Leverage variable pipeline views to sort sales opportunities by stage, closure date, renewal and more. Track insurance metrics to determine pipeline health grades. 
  • Sales: Automatically log client communication, next steps and meeting notes. Seamlessly import, assign and track leads. Run reports on the sales team and pipeline productivity. 
  • Automation and Workflow: Set up customizable, multistep workflows for customer outreach, annual services, renewals, onboarding, applications and more. Perform automated census requests and schedule annual renewal decisions and customer check-ins. 
  • Task Distribution: Automatically organize key tasks, events, follow-ups and deliverables and prepare interactive checklists for critical tasks. Synchronize calendars across multiple teams and business units. 
• Online Enrollment: Adopt a simple, step-by-step online enrollment procedure for potential clients. Share enrollment data with carriers via Excel reports. Provide enrollment support for core plans, broad life insurance plans, 401(k) and retirement plans, cafeteria, EAP and non-conventional plans. 
• Benefit Websites: Create a self-service benefit website with out-of-the-box, customizable templates or build a completely new one. Allow clients to access policies, documents, benefits, vacation schedules, onboarding forms, transaction records and more. 
• Document Storage: Securely store all documents, including policy summaries, rate sheets, broker of records (BOR) and more. 
• Mobile Application: Get unrestricted mobile access to the platform from any device with an internet connection. 
• Commissions: Automatically process PDF checks and import Excel and CSV commission statements. Safeguard against missing commissions and chargebacks with agent split credits and clawbacks. Pay agents via n-way splits, time-based splits, and hierarchy splits. Track all commissions via the agent split library for accurate payouts. 
• Client Service: Call clients, schedule appointments and take notes with a single click. Synchronize the agency’s calendar with Microsoft Outlook and track service deliverables directly from the dashboard. Use checklists to track critical deliverables, enrollment and renewal items. Get regular status updates on pending tasks and run reports on service efficiency and productivity. 
• Outlook Integration: Integrate with Microsoft Outlook to synchronize emails, attachments, policies and tasks. Access client records, carrier history and other essential information directly from Outlook. Use the client dashboard to create tasks from emails, access policy data and review operational issues. 
• Policy Management: Track plan benefit summaries, contracts, underwriting documents, rate sheets and more with drag-and-drop extensions. Define how much data to track for individual and group insurance products. 
• Renewals: Use routing questions to prepare tailored renewal processes. Automatically assign renewal tasks and share relevant notes and checklists. Allow multiple team members to work on the same tasks simultaneously. Program the platform to issue alerts for legitimate issues. 

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