Applied RaterApplied Systems
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WorkSmartVertafore
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Related Products
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About
Many agencies feel they spend too much time retrieving quotes from multiple insurer sites. Or worse, that quotes often lack accuracy, creating a poor client experience. You need a way to deliver fast, accurate quotes to your clients. Our cloud-based insurance quoting application Applied Rater® automates quoting workflows for the broadest range of insurers in the United States. It provides a single point of data entry to automate the exchange of information directly to insurers’ websites within the application. Use a quoting solution to enhance your agency's competitive value by delivering fast, accurate quoting that improves productivity and enhances customer service. Give clients the most competitive rates and comprehensive service. You can pull quotes directly from insurer sites into the application for fast, accurate quoting.
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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.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Anyone in need of an insurance quoting application
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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
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationApplied Systems
Founded: 2003
United States
www1.appliedsystems.com
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Company InformationVertafore
Founded: 1969
United States
www.vertafore.com/products/worksmart
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Categories |
Categories |
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Insurance Agency Management Features
Claims Management
Not Supported
Commission Management
Not Supported
Contact Management
Supported
Document Management
Not Supported
Insurance Rating
Supported
Life & Health
Supported
Policy Management
Not Supported
Property & Casualty
Supported
Quote Management
Supported
Insurance Underwriting and Rating Features
Broker / Agent Portal
Supported
Carrier Upload
Supported
Commercial Lines
Not Supported
Comparative Insurance Rating
Supported
Customer Portal
Supported
For Casualty Insurance
Supported
For Health / Medical Insurance
Not Supported
For Life Insurance
Not Supported
For Personal Insurance
Supported
Multi-State
Supported
Multiple Line Rating
Supported
Quoting Features
Automated Quoting
Supported
Catalog Management
Supported
Client Portal
Supported
Contact Management
Supported
Customer Accounts
Not Supported
Customizable Branding
Supported
Discount Management
Supported
Forms Creation
Not Supported
Pricing Management
Supported
Product Configurator
Not Supported
Proposal Management
Supported
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Integrations
BenefitPoint
Not Supported
Partner Platform (Partner XE)
Supported
Sagitta
Not Supported
Vertafore AMS360
Not Supported
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Integrations
BenefitPoint
Supported
Partner Platform (Partner XE)
Not Supported
Sagitta
Supported
Vertafore AMS360
Supported
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