Gen4 Agency Management

Streamline your agency's success with Gen4's management system.

3.9

(5)

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Gen4 Agency Management offers custom pricing plan

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Overview

Features

Pricing

Alternatives

Ratings

Media

Support

FAQs

What is Gen4 Agency Management?

Affiliate Disclosure

Gen4 Systems' Broker and General Agency Management System is custom-built for insurance brokers, with all the fields and processes needed to increase success. Track sales progress with Pipelines that divide by stage, closure, and renewal, and automate staff job assignments with the automated task feature. With it, clients are better managed and your team will receive timely, tailored tasks ensuring the smooth running of your agency.

Pricing

Gen4 Agency Management offers custom pricing plan

Customer Type

Large Enterprises
Medium Business
Small Business

Platform Type

SaaS/Web/Cloud

Gen4 Agency Management software demo

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Gen4 Agency Management was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

Gen4 Agency Management Features

Show Feature Explanation

Features Score:

Claims Management

Commission Management

Contact Management

Document Management

Enrollment Management

Gen4 Agency Management Pricing

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Free Trial

Not available

Gen4 Agency Management Pricing

Gen4 Agency Management offers custom pricing plan

Pricing Model

Paid Plans (Quotation Based )

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Pricing Plans

Gen4 Agency Management

Built For Insurance Brokers
Beautiful Pipelines For Projecting Sales
Log Calls, Notes And Schedule Follow-ups
Anywhere Access -- Phones, Tablets Or Laptops
One Agency Crm For All Your Needs

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Disclaimer: Pricing information for Gen4 Agency Management is provided by the software vendor or sourced from publicly accessible materials. Final cost negotiations and purchasing must be handled directly with the seller. For the latest information on pricing, visit website. Pricing information was last updated on .

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Gen4 Agency Management Reviews & Ratings

3.9

Very Good

Based on 5 ratings & 5 reviews

Rating Distribution

Excellent

(3)

Very Good

(1)

Good

(0)

Poor

(1)

Terible

(0)

User Review

Shannon U

06/29/20

4.5 out of 5

"Gen4 Review"

What do you like best about Gen4 Agency Management? Gen4 is easy to use for us as a Benefit Broker. We house all our client information online with Gen4

Anonymous User

10/03/19

4.5 out of 5

"Gen4 is a life saver"

What do you like best about Gen4 Agency Management? i love the ease of use, as well as the robust reporting What do you dislike about Gen4 Agency ...

Anonymous User

02/21/19

1.5 out of 5

"Not as good as others"

What do you like best about Gen4 Agency Management? Some of the reports are helpful to track total number of employees

Anonymous User

06/19/18

5 out of 5

"Gen4 for Efficiency"

What do you like best about Gen4 Agency Management? It is a great house of information. Easy to use. Smart searches for information when needing to ...

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Gen4 Agency Management Support

Contact

800-689-9390

Customer Service

Online

Location

Las Vegas, Nevada

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Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

Gen4 Agency Management is a New SaaS Software. Gen4 Agency Management offers Commission Management, Enrollment Management, Contact Management, Claims Management and many more functionalities.

Some top alternatives to Gen4 Agency Management includes AutoFlow 4:G, Qualified, Workvivo, AgencyZoom and Ecanvasser.

No, Gen4 Agency Management doesn't provide API.

No, Gen4 Agency Management doesn't provide mobile app.

Gen4 Agency Management is located in Las Vegas, Nevada

Gen4 Agency Management offers Quotation Based pricing model

We don't have information regarding integrations of the Gen4 Agency Management as of now.

The starting price is not disclosed by Gen4 Agency Management. You can visit Gen4 Agency Management pricing page to get the latest pricing.

This software is researched and edited by

Rajat Gupta

Rajat Gupta is the founder of Spotsaas, where he reviews and compares software tools that help businesses work smarter. Over the past two years, he has analyzed thousands of products across CRM, HR, AI, and finance — combining real-world research with a strong foundation in commerce and the CFA program. He's especially curious about AI, automation, and the future of work tech. Outside of SpotSaaS, you'll find him on a badminton court or tracking the stock market.

Researched by Rajat Gupta