WorkSmart
WorkSmart helps independent agencies that are busy with complex work to increase productivity with streamlined insurance workflows and secure document management.
WorkSmart Introduction
What is WorkSmart?
Since 1969, Vertafore, the leader in modern insurance technology, has been modernizing and simplifying insurance distribution so that our customers can focus on what matters most: people. More than 20,000 agencies, 1,000 carriers and 23 state governments rely on Vertafore solutions to provide end-to-end connectivity, improve the client and agent experience, unlock the power of data, and streamline essential workflows to drive efficiency, productivity, and profitability for independent agencies and carriers. WorkSmart is an enterprise content management solution designed specifically for insurance, with file-based document management naturally organized by insured. Document and task-based workflows, including Big “I” best practice workflows, build on top of this foundation and integrate directly with AMS360, Sagitta, and BenefitPoint management systems, aligning work with your staff’s area of expertise. With WorkSmart, agencies can simplify and automate manual tasks and balance workloads, making work easier and faster. As the industry’s only content management and workflow system purpose built for insurance agencies, WorkSmart uses standardized workflows and integrated content management to delivers work, documents, and data to the right person at the right time.
How to use WorkSmart?
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Why Choose WorkSmart?
You should choose this if you’re in the insurance biz and need a content management system that’s built just for you. It helps automate workflows and organize documents so your team can focus on what really matters.
WorkSmart Features
Features
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Pricing
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WorkSmart Tags
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