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.