Gen4 Agency Management
Designed specifically for insurance brokers, this agency management system streamlines sales management, CRM, and workflow automation in one platform. It enables users to effortlessly log calls, manage pipelines by various stages, and access vital information on-the-go, ensuring efficient client interactions and seamless task automation for heightened productivity.
Top Gen4 Agency Management Alternatives
Agency Systems
Insurance agencies of all sizes benefit from reliable, full-featured management software that enhances growth.
eHealthApp
eHealthApp revolutionizes the group benefits brokerage by providing secure portals for Personal Health Questionnaire (PHQ) management, enabling brokers to streamline data collection without direct contact.
BindHQ
Revolutionizing the insurance brokerage landscape, this cloud-based platform accelerates underwriting, binding, and billing processes.
Broker Buddha
Streamlining insurance applications and renewals is made effortless with Broker Buddha.
Agency Master
Designed specifically for the trucking, equine, aviation, general commercial, and specialty insurance sectors, this advanced management software enhances operational efficiency.
EZ-Audit
EZ-Audit serves as a versatile premium audit application, enabling auditors from major insurance firms to efficiently manage audits of any scale.
Fiserv Engagement Advantage
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ABS
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AgentCubed
Users can capture leads, track KPIs, and streamline communication, all while utilizing an intuitive dashboard...
EbixASP
This innovative online system eliminates concerns over software updates and backup validity...
Cloudia Assistant
Its seamless drip marketing campaigns maintain a personal touch while boosting sales consistency...
Agency Access Pro
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InsuredMine
With features like a mobile app for policy management, automated email campaigns, and a dynamic...
Agentero
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BrokerEdge
This user-centric software enhances client servicing, policy management, and claims processing, enabling brokers to generate...
Top Gen4 Agency Management Features
- Custom-built for insurance brokers
- Pipeline management by stage
- Closure date tracking
- Renewal date alerts
- Voice dictation for notes
- Mobile access to sales notes
- Integrated agency CRM
- Automated task assignment
- "My Day" task organizer
- Client dashboard features
- Self-updating benefit websites
- Step-by-step enrollment guidance
- Support for ACA-compliant plans
- Comprehensive life insurance support
- Excel reports for data exchange
- Workflow automation capabilities
- Group and individual insurance tools
- Modern client benefit solutions
- Customizable website designs
- Easy follow-up scheduling
- Efficient customer service reduction
