The integration extends the workflow management capabilities of WorkSmart to include transactions from CSR24 by policyholders.
Apr 26, 2011
Richard Roy, President Artizan Internet Services, announced today the integration of Artizan’s policyholder access solution, CSR24, with Vertafore’s intelligent workflow product, WorkSmart.
“Insurance agencies are constantly looking for new ways to increase process efficiencies,” Richard said. “Those agents using Artizan’s CSR24 and WorkSmart understand the positive impact online customer service and internal task management can have on their agency. With the integration of these two systems, these agents can further enhance their functionality with automated processing and workflow routing.”
Bowen Miclette & Britt has been a long time user of CSR24 and with their recent investment in WorkSmart sees significant value in the integration of these two products. “WorkSmart provides the intelligent workflows we need to automate processes and reduce the number of steps it takes to get things done. It increases Bowen Miclette & Britt’s capacity to service our clients and ensures we always have the right people on the right tasks,” states Donna Wilson, Senior Vice President, Bowen Miclette & Britt. “When utilizing WorkSmart with CSR24, activities done by our policyholders within CSR24 including – obtaining certificates, auto IDs, and requesting changes - are fully integrated into the workflows and tracked within WorkSmart. As a result our Account Executives are aware of our clients’ needs at all times.”
For example, if a client requests a policy change through CSR24’s online portal, the task is automatically forwarded into WorkSmart. WorkSmart then intelligently routes the activity to the client file and generates a task for the appropriate agency employee(s) to handle change request.
“The integration of these two solutions enables agents to have consistent, faster and more cost-effective processing across their organization, therefore improving service to their customers. Additionally, by integrating CSR24 policyholder transactions into intelligent workflows, agencies have the advantage of utilizing WorkSmart’s robust reporting and analytics to track and report on policyholder initiated activities,” explained Steven Finch, Vice President of Enterprise Solutions, Vertafore.
For agents looking to find a way to best streamline and standardize internal processing and deploy a consistent customer facing solution, the CSR24 – WorkSmart automated workflow integration is the answer.
The solution allows agents to:
* Automatically route routine requests made in CSR24 to the correct agency personnel
* Track CSR24 tasks through WorkSmart business process reporting
* Give policyholders the ability to place agency requests from within CSR24 and automatically initiate WorkSmart intelligent workflows.
About Artizan
Artizan Internet Services, LLC is the leading provider of web-based solutions for the insurance industry. Artizan’s unique suite of programs provides online client access, website design, certificate compliance and electronic publishing solutions. In addition, Artizan also provides custom development services to address your specific business challenges. Artizan delivers the highest level of quality, efficiency and customer satisfaction to the agents and brokers we partner with. Artizan Internet Services can be found on the web at www.artizan.com.
About Vertafore
Vertafore delivers software and services that transform the business of insurance. Unique to the industry, more than 20,000 customers rely on Vertafore to provide integrated technology that connects the entire industry with the most complete source of solutions—agency management, rating and connectivity, content management and workflow, information solutions and producer lifecycle management—so their businesses run better and are more profitable. For more information about Vertafore, please visit www.vertafore.com.
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Media Contacts:
Kellen Davison
Vertafore
kdavison@vertafore.com
(425) 354-6819