UBA is pleased to announce an agreement with Gen4 Systems to integrate UBA Partner client data directly into the new UBA Health Plan Survey platform, powered by Unifi. Gen4 Systems users will soon be able to upload their data seamlessly and effortlessly. This exciting development is just the beginning of connecting other UBA Partner CRM systems that will continue in late 2018.

We expect to have an Excel upload template available soon for Gen4 users.

UBA has conducted a short survey to identify other CRM systems that Partner Firms are using. This information will be used to schedule the integration process and to ensure that we serve every Partner Firm in a prompt and efficient manner.