Gen4 Reviews & Pricing

by Gen4 Systems | Founded 2004, Las Vegas, NV

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Overview Benefits Reviews Features

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What is Gen4?

Industry Specialties: Insurance

Gen4 provides agencies with a single cloud-based solution to manage workflow automation, business processes, customer relations, carriers, agents, prospects and digitization. It provides multiple portals to differentiate policyholders by stage, expiration date and renewal date. Advanced reporting and analytics modules ensure clients get matched with the right information at the right time. Purpose-built intuitive dashboards, policy lists, task management and claims processing, streamline the new-user integration experience.

Its communication modules issue alerts, log calls and schedule consumer follow-ups. Users can automate daily processes, workflow assignments, renewals and claims processing. Its multi-device support makes data and documentation available globally to agents, carriers and policyholders. Provides access to a comprehensive library of life insurance scenarios like 401Ks, safe harbor plans and more. Agencies can choose their website design from highly customizable templates.

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User Sentiment

Based on 12 reviews:

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Gen4 Benefits and Insights

Why use Gen4?

Key differentiators & advantages of Gen4

Anywhere Access: Increase productivity while on the go by allowing insurance brokers to log calls, schedule follow-ups, and access client records and notes.
All-in-one Platform: Avoid integrating discrete solutions with a single platform to manage contacts, clients, prospects, leads, carriers and relationships.
Brand Amplification: Improve brand reputation with access to customizable out-of-the-box website designs.
Streamlined Employee Onboarding: Spend less time on employee onboarding with built-in enrollment instructions covering every step in detail.
Simple Contracts: The absence of multi-year contracts makes it easier to sample the product without getting tied down.

Industry Expertise

Designed for the insurance industry and can be used by everyone from independent agents to large agencies.

Gen4 Reviews

Average customer reviews & user sentiment summary for Gen4:

12 reviews

61%

of users would recommend this product

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.