ETAMD Tech Solutions
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WorkSmartVertafore
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Related Products
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About
MD Tech Solution’s Digital Contract Management System (DCMS) provides your agency with an improved system to help you better manage your contracts. With DCMS you won’t have a contract expire unexpectedly, leaving you unable to provide the support required of you. This system will also help prepare you for any audits. Our development team can provide customization tailored perfectly to your agency. Protects critical content and enables rapid, improved decision making. Using our integrated case management, workflow, search, and records management capabilities organizations can easily automate business processes, and have the peace of mind knowing that regulatory and legal compliance requirements are being met.
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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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Organizations in need of a project tracking and management solution
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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
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationMD Tech Solutions
United States
mdtechgo.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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Project Management Features
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
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Integrations
BenefitPoint
Sagitta
Vertafore AMS360
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