Simple and Flexible Group and Individual Policy Management
Whether your team prefers quick and simple plan management or more robust solutions with benefits and rates, the Gen4 system can be customized to your needs.
Built for Group and Individual Brokers
BUILT FOR GROUP INSURANCE
Gen4 is ready to track all your client policies, from medical and dental to ancillary and retirement plans.
BUILT FOR INDIVIDUAL INSURANCE
Whether you are selling individual medical plans, medicare, term life, whole life, retirement plans…we have you covered.
FAST AND EASY PLAN ENTRY
The ability to customize Gen4 enables your team to determine how much or how little data you wish to track.
DRAG AND DROP POLICY DOCUMENTS
Quickly save plan benefit summaries, rate sheets, contracts, underwriting documents and more with simple drag and drop tools.
Looking for More Advanced Plan Tracking?
CUSTOMIZED PLAN BENEFIT SPREADS
Build your team’s plan benefit Excel templates directly into the Gen4 platform for automated RFP and proposal creation.
RATE IMPORTING
Tracking ACA rates? Not a problem with our simple ACA rate import tools.
PLAN LIBRARIES FOR SPEED AND ACCURACY
Manage core plans commonly sold in a library to enable quick re-use, reduced data entry and improved accuracy.
ONLINE ENROLLMENT
Quickly move from tracking plans to enabling online enrollment with Gen4’s simple to setup and easy to use enrollment platform.
RFPs & Proposals Made Easy
QUICK RFP SETUP AND ASSEMBLY
Leverage the client data already tracked in Gen4 to quickly assemble plans and documents for your client RFPs.
AUTOMATED RFP DELIVERY & TRACKING
Gen4’s RFP Distribution System quickly and securely sends RFPs to each of your carrier reps and tracks if your reps have read or replied.
CUSTOMER PROPOSALS
Export quick to market Excel proposals complete with benefit comparatives, rate analysis, and cost summaries for executives.
INTEGRATED CUSTOMER PORTALS MAKE LIFE EASY!
Leverage the power of Gen4’s HR Portals to streamline proposal delivery and plan selections for the upcoming renewal year.