World's smartest renewal management system

Reduce your Q4 chaos, maximize your team’s time and delight your clients with a process based renewal management solution.

Steps of a Renewal Process

Step by Step through Your Client Renewal

EVERY STEP IN YOUR CLIENT RENEWAL

Gen4 renewal processes guide your team through every step in your client renewal.

LARGE GROUP vs SMALL GROUP

Customize your renewal processes by group size, providing needed attention for larger clients and ensuring profitability on smaller clients.

ROUTING RULES

Is the Client renewing as-is? Incorporate key routing questions to skip unneeded renewal steps and streamline the renewal.

SHARING NOTES TO KEEP EVERYONE ON THE SAME PAGE

Notes are automatically passed from one team member to another, ensuring everyone is on the same page for a client’s renewal.

Automatic Renewal Task Management

TASKS ARE AUTOMATICALLY ASSIGNED

Gen4’s renewal process system automatically assigns tasks to the right team member for the right client.

CHECKLISTS KEEP THINGS SIMPLE

Every task comes equipped with a simple checklist to ensure the important parts of each renewal task get done.

ASSIGNABLE CHECKLISTS

Checklist items can be assigned to different staff members, enabling simultaneous work by different team members.

TASKS ARE ROUTED FROM ONE PERSON TO THE NEXT

When you finish your task, the process engine automatically routes the renewal to the next step and team member.

Smart Alerts - Monitoring the health of your renewals so you don't have to

NO MORE WORRYING ABOUT WHAT IS BEING MISSED

Stop the constant worrying about what is being missed. Gen4’s process monitoring automatically alerts your team to any problems.

INTELLIGENT ALERTS WHEN YOU NEED THEM

Worried about inbox overload, don’t be. Gen4 smart alerts only notify you when there is a legitimate problem with a renewal.

PROACTIVE REMINDERS HELPING YOUR CLIENTS

Your clients are busy too…utilize Gen4’s proactive reminders to help your clients stay on top of renewal deliverables.

PROGRAMMABLE ALERTS TO FIT YOUR TEAM

All Gen4 smart alerts are programmable to your team’s specifications.