The Best Outlook Integration...Hands Down
Gen4’s Microsoft Outlook integration is built for both PC and Mac, providing unparalleled capabilities to manage your clients in Outlook.
Outlook Integration as a Core Component of your Agency CRM
INDUSTRY'S DEEPEST OUTLOOK INTEGRATION
It’s so much more than syncing emails. Leverage the power of client dashboards, policy lists, task management, all inside Outlook.
WINDOWS OR MAC, WHY CHOOSE?
Gen4’s Microsoft Outlook integration is built for both PC and Mac, providing unparalleled capabilities to manage your clients in Outlook.
ONE-CLICK EMAIL SYNCING
File emails and attachments directly into the client history folder, carrier history folder or other records in your agency CRM.
AUTOMATICALLY SAVE EMAIL ATTACHMENTS
Attachments are automatically saved alongside the email, providing attachment and email access to the whole team.
Gen4 Inside Microsoft Outlook
CLIENT DASHBOARDS INSIDE OUTLOOK
Client dashboards put your data where you need it most, directly inside your email program. From policies to benefit elections, it’s all there.
VIEW CLIENT POLICY DATA INSIDE OUTLOOK
What medical plans does the group have? Which medical plan is this employee enrolled in? All easily accessed in your Outlook client dashboard.
MANAGE CLIENT SERVICE ISSUES AND TASKS
Create tasks from email, add emails as notes to existing tasks, delegate tasks to your team all directly inside Outlook via your client dashboard.
REVIEW CLIENT HISTORY
Review open issues and recent history before replying, ensuring you are sending the best response to your client.
