--- title: Gen4 Agency Management Reviews meta_title: 'Gen4 Agency Management Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Gen4 Agency Management works for a business like yours. aggregate_rating: rating_value: 3.9 review_count: 5 scale: '5' date_modified: '2026-09-28' parent_category: name: Insurance url: https://www.g2.com/categories/insurance ---

Gen4 Agency Management Reviews & Product Details

User Insights

Average based on 5 real user reviews.

Gen4 Agency Management Reviews (5)

Reviews

Gen4 Agency Management Reviews (5)

3.9
5 reviews
Search reviews
Filter Reviews
Clear Results
G2 reviews are authentic and verified.
Verified User in Financial Services
UF
Verified User in Financial Services
Mid-Market (51-1000 emp.)
Originally submitted 10/3/2019
"Gen4 is a life saver"
4.5/5
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.

SU
Shannon U.
Account Manager
Small-Business (50 or fewer emp.)
"Gen4 Review"
4.5/5
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.

Verified User in Religious Institutions
AR
Verified User in Religious Institutions
Mid-Market (51-1000 emp.)
"Not as good as others"
1.5/5
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.

Verified User in Human Resources
AH
Verified User in Human Resources
Enterprise (> 1000 emp.)
"Gen4 for Efficiency"
5/5
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.

Verified User in Financial Services
UF
Verified User in Financial Services
Enterprise (> 1000 emp.)
"Does what it's supposed to do."
4/5
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.

Pricing

Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more.

Gen4 Agency Management Comparisons