Gen4 Agency Management
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Gen4 Agency Management
By Gen4 Systems
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3.9 out of 5 stars
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Gen4 Agency Management Reviews & Product Details

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Verified User in Financial Services
UF
Enterprise(> 1000 emp.)
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What do you like best about Gen4 Agency Management?

Nice integrations with our software stack. Review collected by and hosted on G2.com.

What do you dislike about Gen4 Agency Management?

Did not integrate with legacy software we use. Review collected by and hosted on G2.com.

What problems is Gen4 Agency Management solving and how is that benefiting you?

analytics, email management, lead management. It has been a good one stop shop. Review collected by and hosted on G2.com.

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Gen4 Agency Management Overview

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What is Gen4 Agency Management?

An all-in-one agency software solution.

Gen4 Agency Management Details
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Gen4 Agency Management Community
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Product Description

An all-in-one agency software solution.

Seller Details
Seller
Gen4 Systems
Year Founded
2004
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®

Recent Gen4 Agency Management Reviews

Verified User
U
Verified UserMid-Market (51-1000 emp.)
4.5 out of 5
"Gen4 is a life saver"
i love the ease of use, as well as the robust reporting
Read more
SU
Shannon U.Small-Business (50 or fewer emp.)
4.5 out of 5
"Gen4 Review"
Gen4 is easy to use for us as a Benefit Broker. We house all our client information online with Gen4
Read more
Verified User
A
Verified UserMid-Market (51-1000 emp.)
1.5 out of 5
"Not as good as others"
Some of the reports are helpful to track total number of employees
Read more
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Gen4 Agency Management Media

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4 out of 5 Total Reviews for Gen4 Agency Management

3.9 out of 5
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4 out of 5 Total Reviews for Gen4 Agency Management
3.9 out of 5
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4 out of 5 Total Reviews for Gen4 Agency Management
3.9 out of 5
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Verified User in Financial Services
UF
Mid-Market(51-1000 emp.)
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Verified Current User
Review source: G2 invite
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(Original )Information
What do you like best about Gen4 Agency Management?

i love the ease of use, as well as the robust reporting Review collected by and hosted on G2.com.

What do you dislike about Gen4 Agency Management?

the process management module is lacking, and some of the customization is not what it should be Review collected by and hosted on G2.com.

What problems is Gen4 Agency Management solving and how is that benefiting you?

client management was tough, as was contact management Review collected by and hosted on G2.com.

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SU
Account Manager
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized 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 Review collected by and hosted on G2.com.

What do you dislike about Gen4 Agency Management?

It doesn't interact with other systems very easily. Limited 2 way data transfer. Review collected by and hosted on G2.com.

What problems is Gen4 Agency Management solving and how is that benefiting you?

We are able have all our client and their benefit information in one spot. This has streamlined our renewal process. Review collected by and hosted on G2.com.

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Verified User in Religious Institutions
AR
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Gen4 Agency Management?

Some of the reports are helpful to track total number of employees Review collected by and hosted on G2.com.

What do you dislike about Gen4 Agency Management?

The system is clunky and requires too many clicks. I did not care for the open enrollment. Review collected by and hosted on G2.com.

Recommendations to others considering Gen4 Agency Management:

This is a good tool if you have broker support. Review collected by and hosted on G2.com.

What problems is Gen4 Agency Management solving and how is that benefiting you?

Human Resource Management Review collected by and hosted on G2.com.

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Verified User in Human Resources
AH
Enterprise(> 1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
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 find something. "My Workzone" is a nice one stop for tasks to complete for all groups. Easy viewing of history and tracking for completion. Review collected by and hosted on G2.com.

What do you dislike about Gen4 Agency Management?

It would be nice to have a place for some common employee benefits to trigger filling in information, such as employer contribution, waiting period, COBRA administrator. Review collected by and hosted on G2.com.

Recommendations to others considering Gen4 Agency Management:

It's a great program. Very user friendly, helpful and increases productivity. Review collected by and hosted on G2.com.

What problems is Gen4 Agency Management solving and how is that benefiting you?

It solves for higher productivity and efficiency. It is a go to for data, action items and results. It is a universal location for plan benefits, rates, summaries for quick utilization with employers and employees. Review collected by and hosted on G2.com.

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