Outlook Connector

Outlook Integration Done Right

Stop trying to fit a square peg in a round hole...come see Outlook integration done right!

The Outlook Connector is Gen4's premier integration with Microsoft Outlook. For many brokers, Outlook is the choice for email management, and optionally calendar management. Gen4's customer built integration with Microsoft Outlook fully integrates the back and forth world of email and scheduling from Outlook to Gen4.

One of the main reasons Gen4 opted to custom build our own Outlook integration (rather than numerous off the shelf options) is the reality that insurance brokers' customer service requirements are just not the same as many other industries. Whether you are just syncing emails, receiving emails from a carrier rep that need to find their way into a client's history folder, or doing more advanced customer service solutions where emails need to be a component note on an existing customer service ticket, Gen4's outlook integration is second to none.

Would it help to see more? Sign up for one of Gen4's private WebEx demonstrations, and let us show you how to save hundreds of hours of staff time with the efficiencies of Gen4's Outlook Connector.

Email Synchronization
  • One click email synchronization from Outlook to Gen4
  • Advanced email synchronization for filing emails from one person's record to another (for example: an email from a carrier rep filing into a client's history folder)
  • File emails into existing Gen4 service tickets
  • Create service tickets from new emails directly from within Outlook
  • Includes labor time metrics with email synchronization for customer stewardship reports
  • Create new companies and contacts from emails received in Microsoft Outlook
Calendar Synchronization
  • Bidirectional calendar synchronization
  • Create an appointment in Outlook, see it Gen4
  • Create an appointment and Gen4, see it in Outlook
  • No buttons to click, no settings to worry about, calendar synchronization happens automatically
  • Ideal for larger teams that must maintain calendars in Outlook but also want to leverage the advanced features in Gen4


What versions of Outlook is Gen4 compatible with?
Outlook 2007, Outlook 2010, Outlook 2013. All are supported and 32-bit or 64-bit versions
What operating systems does the outlook connector support?
Windows XP, Windows Vista, Windows 7, Windows 8. Apple OS X is supported via Windows virtual machines.
Our company uses Microsoft Exchange Server, what requirements exist for Exchange?
None. Gen4's Outlook connector is an add-on installation into Microsoft Outlook the desktop client. No updates, installations or setting changes are required for the Microsoft Exchange server.
Is the Outlook Connector compatible with a cloud-based Microsoft Exchange service?
Yes. The only requirement for the Outlook connector is the use of the Microsoft outlook desktop client versions 2007 2010 or 2013.
Does my company have to use Microsoft exchange to use the Outlook Connector?
No. The Outlook Connector is independent of any decisions your company has made on your email service provider.