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

About WorkSmart

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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Integrations

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Ratings/Reviews

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

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Company Information

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

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
Online

WorkSmart Frequently Asked Questions

Q: What kinds of users and organization types does WorkSmart work with?
Q: What languages does WorkSmart support in their product?
Q: What kind of support options does WorkSmart offer?
Q: What other applications or services does WorkSmart integrate with?
Q: What type of training does WorkSmart provide?

WorkSmart Product Features

Insurance Agency Management

Policy Management Not Supported
Contact Management Not Supported
Commission Management Not Supported
Quote Management Not Supported
Document Management Not Supported
Claims Management Not Supported
Insurance Rating Not Supported
Property & Casualty Not Supported
Life & Health Not Supported