MGA Systems

MGA Systems

Vertafore
WorkSmart

WorkSmart

Vertafore
+
+

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About

Vertafore's MGA Systems is a specialized policy administration solution designed for Managing General Agents (MGAs) and program administrators, enabling rapid introduction of new products and lines of business. It offers integrated policy administration, accounting, and claims management, complemented by event-driven workflows that efficiently drive operational processes. Its agile development approach allows for the swift delivery of specific customizations, while open APIs facilitate easy integration with other systems. MGA Systems addresses unique needs for managing ultra-specialized risks, distribution models, and third-party integrations, providing complex customized reporting capabilities. By streamlining processing through MGA workflows and integration with rating tools like NetRate, users can rate, quote, bind, invoice, and issue policies efficiently.

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

Program administrators seeking a customizable, integrated solution to streamline policy administration, enhance operational efficiency, and accelerate time-to-market for specialized insurance products

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

Vertafore
Founded: 1969
United States
www.vertafore.com/products/policy-administration-system/mga-systems

Company Information

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

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Categories

Categories

Integrations

BenefitPoint
NetRate Commercial Lines Rating
Sagitta
Vertafore AMS360

Integrations

BenefitPoint
NetRate Commercial Lines Rating
Sagitta
Vertafore AMS360
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