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What is Zipari?

Your challenges are our top priority: improving health plan KPIs, effectively gaining and keeping members, enhancing operational efficiency, maximizing benefits usage, and positively impacting health outcomes. By partnering with Zipari, you can leverage an innovative technology platform specifically designed to address all these customer experience hurdles for your organization at once. This approach helps to increase user adoption, foster digital engagement, and develop customized interactions with employers, brokers, providers, and members alike. It also empowers consumers to understand their benefits better, encourages engagement in wellness initiatives, and utilizes automated suggestions for optimal next actions grounded in real-time data and set goals to enhance value. Moreover, it simplifies administrative processes with pre-built workflows while reducing call-center pressures for your entire audience. You will also benefit from smooth integration with your existing systems and technologies, ensuring flawless operation. By adopting this all-encompassing strategy, not only will user satisfaction improve, but your organization will also be well-prepared for ongoing success in the dynamic healthcare environment. Ultimately, the combination of these features creates a transformative experience that drives both engagement and efficiency in your operations.

What is Gen4 Agency Management?

An all-encompassing agency management system tailored for the entire team integrates various functions, including sales management and agency CRM, along with workflow automation and online enrollment—all within a singular platform. Specifically designed for insurance brokers, the Gen4 sales system features vital fields and processes that support the expansion of your agency. The unique nature of managing an insurance pipeline necessitates distinct views according to different stages, closure dates, and renewal dates, which aids in nurturing a successful insurance practice. Users can log sales calls, take meeting notes, pinpoint critical concerns, schedule follow-ups, and even dictate notes using their mobile devices. Whether you’re stepping into a client meeting or enjoying a lunch break, accessing your sales notes on your smartphone or checking your pipeline on a tablet is effortless, ensuring your sales system is always at your fingertips. This harmonious blend of technology not only enhances operational efficiency for your team but also significantly improves the overall outcomes for your agency. With such a system in place, brokers can focus more on building relationships and closing deals rather than getting bogged down by administrative tasks.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$195 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Zipari

Date Founded

2014

Company Location

United States

Company Website

zipari.com/platform

Company Facts

Organization Name

Gen4 Systems

Date Founded

2004

Company Location

United States

Company Website

www.gen4systems.com

Categories and Features

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Insurance Agency

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

Categories and Features

Insurance Agency

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

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