Catapult Your Agency with Automation and Workflow Solutions

Streamline your agency and improve your client service with workflow and automation solutions for managing to-do, service and claims issues.

Great Customer Service is both Timely and Consistent

STANDARDIZE YOUR AGENCY'S SERVICE OUTREACH

Build multi-step process workflows that standardize when and how your team reaches out to customers throughout the year.

AUTOMATED PROCESSES MAKE IT EASY!

With Gen4’s automated task system your staff are automatically assigned the right tasks at the right time, ensuring your clients are well managed.

RENEWAL, ONBOARDING, ANNUAL SERVICE SCHEDULES AND MORE

Utilize Gen4’s process engine for automating key aspects to your business. From renewal management to customer onboarding, the possibilities are endless.

ENGAGE YOUR CLIENTS WITH KEY COMMUNICATIONS

Integrate clients into your team’s process with automated census requests, reminders for annual renewal decisions, and scheduling key customer check-ins.

Workflow Management that Simplifies Your Life

WORKSPACES MAKE MANAGING YOUR TO-DO LIST A BREEZE

Simple “My Day” views take the headache out of managing your to-do(s) by automatically organizing all your key tasks, deliverables and follow-ups for the day.

WORKING TOGETHER AS A TEAM

Success is a team sport. With Gen4’s team based workflow system your team can seamlessly view, interact and work with each other’s task lists, providing the ultimate in team based workflow management.

CHECKLISTS MAKE THINGS EASY

Interactive checklists are a great tool to ensure all the key aspects to a task are completed. Standardize your team’s workflow with agency level checklists.

DELEGATION MANAGEMENT FOR OWNERS & MANAGERS

Never lose track of delegated tasks again with Gen4’s automated delegation management system that keeps you in the loop on your team’s work.

MANAGE YOUR CLIENTS FROM WITHIN MICROSOFT OUTLOOK

Syncing emails is one thing; managing your clients directly inside Microsoft Outlook is another. Leverage the power of client dashboards directly inside Microsoft Outlook.