Gen4 renewal processes guide your team through every step in your client renewal.
Customize your renewal processes by group size, providing needed attention for larger clients and ensuring profitability on smaller clients.
Is the Client renewing as-is? Incorporate key routing questions to skip unneeded renewal steps and streamline the renewal.
Notes are automatically passed from one team member to another, ensuring everyone is on the same page for a client’s renewal.
Gen4’s renewal process system automatically assigns tasks to the right team member for the right client.
Every task comes equipped with a simple checklist to ensure the important parts of each renewal task get done.
Checklist items can be assigned to different staff members, enabling simultaneous work by different team members.
When you finish your task, the process engine automatically routes the renewal to the next step and team member.
Stop the constant worrying about what is being missed. Gen4’s process monitoring automatically alerts your team to any problems.
Worried about inbox overload, don’t be. Gen4 smart alerts only notify you when there is a legitimate problem with a renewal.
Your clients are busy too…utilize Gen4’s proactive reminders to help your clients stay on top of renewal deliverables.
All Gen4 smart alerts are programmable to your team’s specifications.