Gen4's RFP engine takes the time and pain out of preparing, delivering and collecting RFPs. The RFP wizard enables you to drop email one, three, a dozen, or more RFPs in just minutes. Your carriers are provided a secure, encrypted web portal branded to your agency to collect the RFP material and respond back with quotes.
With Gen4's Proposal Excel report generator, the hassle and time consuming nature of building comparative benefit excels is now a thing of the past. With Gen4's Comparative Excel report generator you can choose from one or more of a client's existing policies and as many alternate options as you wish from your policy library.
At Gen4 we have never understood why RFP and Proposal systems always tend to stop with the proposal. Does your renewal stop when you finish the proposal? Of course not, and neither should your agency system. With Gen4 you not only receive a comprehensive renewal management system, but you also get the tools needed to see the process through.
Once your customer makes their final decisions from the proposal, now we have an enrollment to prepare for. Forms, forms and more forms...or does it have to be that way? With Gen4's RFP/Proposal tool you can generate employee specific, pre-populated enrollment forms in minutes. Now rather than sending blank PDFs via email, you can send employee specific versions of all the applicable enrollment forms.
Okay, so we have finished the RFPs, prepared the proposal, and finally finished open enrollment. Done right? Nope, now you have the wonderful task of entering all the group's plan choices into your agency management system of choice....well....not if you were using Gen4. How much time would save if you didn't have to enter a single plan into your agency management system at the end of the renewal cycle? (At least another day of vacation!)
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