Average Ratings 2 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Over 500 healthcare professionals trust their enrollment processes to WCH Service Bureau. Try this all-in-one tool to keep track of your participation contracts, insurance panels, revalidations, and so much more. CredyApp allows you to allocate tasks among your staff based on specifics and complexity. CredyApp features make managing credentialing processes of any size and employees assigned to clients' workflows easier. All-in-one client portal: Portal designed for profile maintenance, insurance status, and document management. Credentialing made easy - Keep track of client's insurance renewal dates. CredyApp makes it easy for you to streamline your enrollment process, whether you're a seasoned credentialer or a novice.

Description

A comprehensive agency management system designed for the entire team encompasses everything from sales management to agency CRM, featuring workflow automation and online enrollment—all contained within a single platform. Tailored specifically for insurance brokers, the Gen4 sales system is equipped with essential fields and processes aimed at facilitating the growth of your agency. The dynamics of managing an insurance pipeline differ from other sectors; therefore, it offers various views based on stage, closure date, and renewal date to help cultivate a thriving insurance practice. You can log sales calls, document meeting notes, identify key issues, schedule follow-ups, and even dictate notes via your phone or tablet. Whether you’re walking into a client meeting or taking a break for lunch, you can effortlessly access your sales notes on your smartphone or review your pipeline using your tablet, ensuring your sales system is always with you. This seamless integration of technology empowers your team to operate efficiently and effectively, ultimately driving better results for your agency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CREDITONLINE Yes 

Integrations

CREDITONLINE No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Pricing Details

$195 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CredyApp

Founded

2022

Country

United States

Website

credyapp.com

Vendor Details

Company Name

Gen4 Systems

Founded

2004

Country

United States

Website

www.gen4systems.com

Product Features

Credentialing

Appointment Management No 
Certification Tracking No 
Committee Management No 
Document Management No 
Expiration Management No 
License Verification No 
Online Applications No 
Privileging No 

Product Features

Insurance Agency Management

Claims Management Yes 
Commission Management Yes 
Contact Management Yes 
Document Management Yes 
Insurance Rating Yes 
Life & Health Yes 
Policy Management Yes 
Property & Casualty Yes 
Quote Management Yes 

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