Gen4 Systems Delivers: Agent Portal
Silver Spring, MD – May 2009 – General Agencies (GAs) across the country struggle with how to provide better access to information for their agents and brokers, while at the same time protecting the data and business of the General Agency. GAs are constantly fielding requests from agents and brokers on their commission checks, status on client issues, phone numbers, requests for new proposals, and are always looking for ways to deepen the relationship between the GA and the agent/broker.
Gen4 Systems recognizes the acute challenges faced by General Agencies and with the introduction of its new Agent Portal solution, Gen4 has provided a new vehicle for streamlining communication and deepening relationships between the GAs and agents/brokers.
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Agent Portal – The Gen4 Agent Portal is a brand new product that allows agencies and general agencies to extend view-only access to their external sales agents/producers into the Gen4 agency database.
How clients benefit:
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Agents can have view-only access to their general account and contact records, service and history information, policy data, RFPs and commissions data
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Current and previous commission statements are available to agents 24x7, complete with a variety of commission analysis reports.
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A built-in messaging center allows General Agencies to communicate back and forth with agents, streamlining communication for service and proposal requests
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Agents are provided access to the General Agency’s library of policies and benefits for auto-generating their own comparative rate and benefit quotes.
For further details about the Gen4 Agent Portal or other Gen4 Advanced GA Integration solutions, please contact us today or visit our website.
Gen4 Systems provides broker and general agency database management systems inclusive of fully integrated products for downstream agents, hr managers and employees. Gen4 Systems has successfully tackled true data integration within the Group Benefits, Health and Individual Life insurance industries, enabling their clients to switch from running separate databases for Commissions tracking, Agency management and Client websites to running a single integrated Gen4 solution. Gen4’s single source of data entry model saves clients valuable time and resources they can spend on acquiring new clients and providing invaluable customer service to existing clients.
Gen4 offers systems that are easy to learn and use and can be up and running in days. Gen4 is dedicated to the success of our clients and is committed to delivering solutions that make economic sense and produce a real, tangible return on investment (ROI). Gen4 delivers innovative and cost effective agency and broker management systems to companies of all sizes across the country.
©2009 Gen4 Systems, LLC. All rights reserved.
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