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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.
Description
Optimize essential workflows to drive sustainable growth. Agencies require a structured approach to seek and secure new business while simultaneously offering exceptional service to retain existing clients. Equip your agency with cutting-edge technology to automate routine tasks, enabling you to provide outstanding value to both prospects and clients. By leveraging technology, you can stay ahead of qualified leads and maintain your current client base, enhancing your sales, renewals, and service processes. Transform the entire journey—from lead generation to contract renewals—by utilizing the innovative tools offered in the Zywave Sales Cloud. Elevate your competitive edge with our all-inclusive suite of resources designed to generate fresh leads, foster relationships with prospects and current clients, and optimize servicing workflows. This robust platform simplifies your entire sales approach, allowing you to identify and engage new leads effortlessly, manage communications seamlessly, and take charge of prospect meetings by presenting actionable insights. With these tools at your disposal, your agency can achieve remarkable efficiency and effectiveness in all areas of operation.
API Access
Has API
API Access
Has API
Integrations
Zywave BrokerageBuilder
Zywave CPQ
Pricing Details
$195 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Gen4 Systems
Founded
2004
Country
United States
Website
www.gen4systems.com
Vendor Details
Company Name
Zywave
Founded
1995
Country
United States
Website
zywave.com
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management