WorkSmart

WorkSmart

Vertafore
+
+

Related Products

  • Macaw AMS
    8 Ratings
    Visit Website
  • PageDNA
    36 Ratings
    Visit Website
  • CrankWheel
    220 Ratings
    Visit Website
  • Muzaic
    2 Ratings
    Visit Website
  • AuthorityTech
    2 Ratings
    Visit Website
  • Nexcess Digital Cloud
    205 Ratings
    Visit Website
  • FAMCare Human Services
    25 Ratings
    Visit Website
  • Collect!
    77 Ratings
    Visit Website
  • Level 6
    36 Ratings
    Visit Website
  • LegalEdge
    17 Ratings
    Visit Website

About

You are in business to build a successful insurance agency. The problem is efficiently serving and retaining customers while acquiring new ones. Let us show you how to boost your agency's sales, renewals, and profit. If you don't succeed then we don't succeed. We care about your business because that's how it should be. Every agency is different. Our training staff goes beyond covering the basics to help maximize the benefit of Agency Advantage in your workflows. We don't make phones, laptops, or printers, but we have to deal with them too. Our fast friendly support team can assist you with all your Agency Advantage technical questions.

About

WorkSmart is Vertafore’s enterprise content and workflow management solution designed specifically for insurance agencies. It helps agencies operate efficiently and manage large volumes of work by providing a comprehensive view of their workflows. With a modernized interface, WorkSmart makes every employee’s job easier within the easy-to-use and intuitive system. Best practice workflows and key integrations allow employees to get more done in less time. It enables collaboration on workflows remotely, allowing agencies to service customers quickly. WorkSmart provides insights into where processes work and where bottlenecks are, helping agencies understand and improve their operations. It ensures data security and software updates, giving agencies peace of mind. WorkSmart integrates with Vertafore’s AMS360, Sagitta, and BenefitPoint management systems, aligning work with staff’s areas of expertise.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance agencies looking for an Agency Management solution

Audience

Insurance agencies requiring a tool to streamline their document and workflow management processes, enhancing efficiency, compliance, and customer service through a centralized, secure system

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Agency Advantage
Founded: 1990
United States
www.agencyadvantage.com

Company Information

Vertafore
Founded: 1969
United States
www.vertafore.com/products/worksmart

Alternatives

Macaw AMS

Macaw AMS

Nest Innovative Solutions

Alternatives

AgencyZoom

AgencyZoom

Vertafore
Surefyre

Surefyre

Vertafore
MGA Systems

MGA Systems

Vertafore
Eclipse

Eclipse

North American Software Associates
ImageRight

ImageRight

Vertafore

Categories

Categories

Insurance Agency Features

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

Integrations

BenefitPoint
Formstack
Sagitta
Vertafore AMS360

Integrations

BenefitPoint
Formstack
Sagitta
Vertafore AMS360
Claim Agency Advantage and update features and information
Claim Agency Advantage and update features and information
Claim WorkSmart and update features and information
Claim WorkSmart and update features and information