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Average Ratings 0 Ratings

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ease
features
design
support

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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

Irys’ cloud-based management platform offers agents and brokers a cohesive and transparent environment for both client connections and team collaboration. Designed with a focus on human relationships, this insurance management system aims to seamlessly incorporate technology into our daily interactions, acknowledging that strong relationships are fundamental in the insurance sector. After years of assessing and transitioning insurance firms from outdated legacy systems to newer ones, we are committed to providing our clients with genuine advancements in technology. Contrary to what legacy sales representatives might suggest, we recognize that a universal solution does not exist; instead, we empower every participant in the system to enhance how they share, collaborate, and manage their information. By harnessing the untapped potential within your network of relational data, you can discover and exploit hidden revenue opportunities that may have previously gone unnoticed. Ultimately, Irys not only modernizes the insurance experience but also enriches the way businesses engage with their clientele and networks.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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

Irys

Country

United States

Website

iryscloud.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

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