The Industry’s Best Client Service System
From follow-ups to client service issues, there is no system more powerful than Gen4 for streamlining your service needs.
A Complete Workflow Management System
LOG PHONE CALLS AND MEETING NOTES
Quick call logging and meeting note tools make logging client touch points a breeze for you and your team.
SCHEDULE FOLLOW-UPS AND REMINDERS
Never miss another key deadline or follow-up with Gen4’s one-click follow up scheduling system.
INTEGRATE YOUR OUTLOOK EMAILS
A requirement for any workflow management system is email integration. Learn why Gen4 has the deepest Outlook integration in the industry.
CLIENT CHART DASHBOARDS FOR THE BIG PICTURE
Dashboards provide a comprehensive view of your agency’s service delivery for your clients.
Empower Your Team with Easy to Use Tools
CHECKLISTS FOR CAPTURING KEY DELIVERABLES
Checklists are a powerful tool to ensure all key deliverables for service, enrollment, and renewal items are completed.
DELEGATION MANAGEMENT FOR ASSIGNING TASKS
Gen4’s delegation management system tracks and updates you on all tasks you have assigned to your team.
STEWARDSHIP REPORTS TO COMMUNICATE YOUR VALUE
Providing great service is one thing, ensuring your clients know it is another. Gen4’s annual stewardship reports are an excellent tool for communicating the value your team provides.
ANALYTICS AND REPORTING
How many service calls did we make last month? How much time did our team spend on client “x”? Gen4’s analytic and reporting solutions have the answers you need.
