Email is a critical component of any sales and service insurance agency, but as each member of your agency manages their own Inbox and Outbox, how do other members know what correspondence has taken place for a given client? With a constantly changing labor force and a more demanding support system needed by clients, centralizing key email correspondence is an absolute necessity. With Gen4's plug-in for Microsoft Outlook, your agency now has the tools it needs to ensure important email correspondence is appropriately filed in each client's history folders.

• Ability to synchronize email messages from your Inbox into client history folders in your Gen4 Agency Management System
• Ability to "Gen4 Send" an email to both the targeted recipient and, secondarily, to the client's history folder
• Intelligent synchronization status boxes prevent single emails from being synchronized multiple times
• Secure, encrypted posting ensures your client email traffic is protected in your Gen4 Agency Management System