--- title: "Gen4 Agency Management Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Gen4 Agency Management Software - reviews, pricing plans, popular comparisons to other Insurance products and more." source_url: "https://www.capterra.com/p/118392/Gen4-Agency-Management/" page_type: "product" language: "en" publication_date: "2026-10-21" --- # Gen4 Agency Management Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Gen4 Agency Management ## What is 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. ## What is Gen4 Agency Management used for? [Insurance](https://www.capterra.com/insurance-agency-software/) Top alternative Featured Overall rating Based on 7 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $195 Flat Rate, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Gen4 Agency Management?[Manage this product listing](https://www.g2.com/products/gen4-agency-management/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Gen4 Agency Management 2.4 (7) VS. [4.9 (258)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) Starting Price $195 Flat Rate, Per Month Starting Price $25 Per Feature, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 2.4 (7) Ease Of Use 4.9 (258) Value For Money 2.3 (6) Value For Money 4.8 (252) Customer Service 2.6 (7) Customer Service 4.8 (237) ## Gen4 Agency Management alternatives [4.7 (286)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting price $70.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.2 (142)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Starting price $1000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 80% of reviewers rated it above 4 stars [3.7 (75)](https://www.capterra.com/p/102928/EZLynx/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 63% of reviewers rated it above 4 stars [4.9 (84)](https://www.capterra.com/p/166909/A1-Tracker/reviews/) Starting price $250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/118392/Gen4-Agency-Management/alternatives/) ## FAQs about Gen4 Agency Management Overview ### What company size and specific industries is Gen4 Agency Management built for? Gen4 Agency Management is designed for insurance agencies and brokers, especially group health and life insurance brokers and firms handling individual Medicare, medical, life, and disability insurance. The target audience includes organizations that manage clients, policies, renewals, and commissions in these insurance sectors. Features and Usability ### What are the key features of Gen4 Agency Management? Gen4 Agency Management offers commissions, pipeline management, policy management, and task management for agency operations. It also includes claims management, contact management, document management, insurance rating, quotes and estimates, and a self service portal for handling policy and client information. Getting Started and Support ### What training and onboarding options does Gen4 Agency Management offer? Gen4 Agency Management provides in person training, live online sessions, webinars, and documentation to help teams get started. In person and live online formats support guided instruction, webinars cover scheduled group learning, and documentation offers written reference material for self-paced review and later consultation. ## Features AI summary Based on 470 Insurance reviews Capterra data shows that buyers of insurance software rank the following features as their top priorities: - **Payment Processing** (**64%** of reviewers rated this feature as critical) - **Insurance Policy Management** (**56%**) - **Policy Management** (**52%**) Gen4 Agency Management includes **Insurance Policy Management** and **Policy Management**, giving insurance teams a central way to manage coverage details, policy records, and day-to-day servicing tasks. However, it does not offer **Payment Processing**. Instead, it provides other features that reviewers also rate as important, including **Document Management** (**53%**) and **Quotes/Estimates** (**43%**), helping businesses keep policy files organized and prepare pricing information more efficiently. Together, these features help teams maintain accurate records, respond to client needs faster, and support more consistent policy administration. Claims Management Process of submitting and following up on claims with insurance companies Commission Management Tracking, calculating, and paying commissions and earnings to employees Commissions Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal Contact Management Manage, organize, and store contact information Document Management Store, manage, and track all electronic documents in a centralized location Insurance Policy Management Create, administer and manage insurance policies for various customers and insurance lines Gen4 Agency Management 11 features ### All Features - Claims Management: Process of submitting and following up on claims with insurance companies - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Commissions: Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal - Contact Management: Manage, organize, and store contact information - Document Management: Store, manage, and track all electronic documents in a centralized location - Insurance Policy Management: Create, administer and manage insurance policies for various customers and insurance lines - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Policy Management: Create, manage, and track policies and procedures within an organization - Quotes/Estimates: Generate quotes or estimates for customers - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Task Management: Create, manage and track all task activities and progression --- Get Advice We can help you find the software with the features you need. Features 2.5 (6) 2.5 Based on 6 reviews ## Pricing Value for money 2.3 (6) Basic $195.00 Flat Rate,Per Month Value for money 2.3 (6) 2.3 Based on 6 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 2.6 (7) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 2.6 (7) 2.6 Based on 7 reviews ## User reviews Overall rating 2.4 Based on 7 reviews Filter by rating Counts reflect reviews available in this feed. 5(1) 4(1) 3(1) 2(1) 1(3) Mentioned topic Recent reviews first, then most helpful RE Reviewer Communications Director & Wellness Coordinator Used the software for: 1-3 years ### "Run far away, and fast" 1.0 May 1, 2018 Pros The customer service team is very quick to respond (???). Fast? Yes. Helpful? Nope. They always assume the issue is closed after one response, but you have to respond and tell them it is not closed. Cons I didn't hear their sales pitch, but whatever ease-of-use and reporting capability they talk about cannot be true. I would highly recommend that you give exact examples of the reports you need, and make them do a demo of how you would pull that report. Not only are the capabilities extremely limited (even compared to the outdated system we were using before), but their support team is condescending and usually end up saying, "Sorry, that's just how it is." Cool, guys. Thanks... Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SU Shannon U. Account and Technology Manager Used the software for: 1-3 years ### "Overall Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 October 1, 2019 Gen4 has been a great tool for us. It has allowed us to tie up loose ends and things more efficient. Pros Gen4 is very user friendly. It gives us a one stop point for group policy information. The pre-built reports work well and encompass most of our reporting needs. The Outlook integration works great and is an awesome way to track histories. Cons The overall implementation went well when transitioning data from our old CRM. There is still a lot of heavy lifting when it comes to building the policies under each group. There is limited flexibility when it comes to adding customized functions. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Benefit Consultant Used the software for: 3-5 years ### "Great all in one product" 4.0 August 31, 2017 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Owner Used the software for: 3-5 years ### "Inflexible, outdated, no integrations, poor experience. Don't waste your time or money." 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 3.0 3.0 Likelihood to Recommend 0/10 July 6, 2017 I wouldn't buy it again. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer President Used the software for: 3-5 years ### "READ THE ONE SIDED CONTRACT!!! " 3.0 Overall Rating 3.0 3.0 Ease of Use 1.0 1.0 Features 2.0 2.0 Customer Service 2.0 2.0 Likelihood to Recommend 0/10 January 17, 2019 Wanted to track client revenues -Carrier commissions- implement CRM Staff push back due to user clunkiness Pros The promises to be efficient and maintain the accounting of the client billing. The system is cumbersome, not easy to download the agency billing Gen 4 is extremely unaccommodating WASTE of funds over a long period of non utilization Cons My staff found it cumbersome to enter the data- Time consuming for a small shop that uses Email to maintains client files The contract renews annually and is all in favor of the vendor -IF you are not getting value for your investment get out at renewal or you pay the entire year to their profit and your waste. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer VP Used the software for: 3-5 years ### "Don't Buy It" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 December 3, 2020 We never ended up using it and then after years of paying and not using it they required us to finish paying out the year. They never followed up to see if we were happy with their system. Their answer for customer support is "Watch a video" or look in the library. Pros I thought that it had a lot of capabilities. Cons Way too convoluted. The learning curve is too great. We switched to another system and found it extremely easy to set up and use. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Todd A. Managing Partner ### "Horrible Customer Service" 2.0 November 24, 2013 Keep looking. I have given them a lot of chances, yet they are still fairly non-responsive on our needs. 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/118392/Gen4-Agency-Management/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.