Who Uses This Software?

Group health/life insurance broker as well as individual medicare, medical, life, DI and wealth management insurance brokers.


Average Ratings

3 Reviews
  • 2.5 / 5
    Overall
  • 3 / 5
    Ease of Use
  • 3 / 5
    Customer Service

Product Details

  • Starting Price
    $195.00/month/user
  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • Gen4 Systems
  • www.gen4systems.com
  • Founded 2004

About Gen4 Agency Management

An all-in-one agency software solution. Whether you just need to track your clients, policies, key contacts, and commissions, or you need to automate processes and offer cutting-edge solutions to your groups.


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Gen4 Agency Management Features

  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Rating
  • Policy Management
  • Quote Management

Gen4 Agency Management Reviews Recently Reviewed!

Great all in one product

Aug 30, 2017
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Agency managment, ben admin and HRIS all in one integrated system instead of having to use several seperate systems. We have used it for 9 years and it gets better every year.

Cons: No phone number for support, but they do respond within a few minutes. Was initially old looking but some updates have made it a little better.

Inflexible, outdated, no integrations, poor experience. Don't waste your time or money.

Jul 05, 2017
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
3 / 5
Customer Support
1 / 5
Value for Money

Cons: I am the owner of a brokerage and, like many brokers, have tried many employee benefits products over the years. Act, Goldmine, Microsoft Dynamics, Salesforce and Gen4. Don't be fooled by a product that is supposedly created for the employee benefit agency. Gen4 is old looking, very inflexible, and requires one employee to become a power user in order to fully utilize features. Like other small, industry focused software, Gen4 does not have many pre-built integrations with other modern apps (unlike Salesforce or Sugar CRM). Gen4 is specifically poor at communication tools. It requires multiple steps to prepare a list for a mail merge or email campaign. It is very poor with any type of customization. All in all, if you are an owner thinking about this product, save yourself some time and look elsewhere.

Overall: I wouldn't buy it again.

Horrible Customer Service

Aug 13, 2012
2/5
Overall
3 / 5
Ease of Use
1 / 5
Customer Support

Pros: Not much good to say compared to the marketplace.

Cons: They don't provide you with a phone number to call. Everything is via "tickets". For the cost, there is not a lot of value

Overall: Keep looking. I have given them a lot of chances, yet they are still fairly non-responsive on our needs.