Solution extends collaboration outside four walls of agency to simplify communication and improve productivity
Sep 28, 2011
Bothell, WA — September 28, 2011 — Vertafore (http://www.vertafore.com), a leading provider of insurance distribution channel solutions, announced today the upcoming general availability of the WorkSmart Engage module. An intuitive cloud-based collaboration tool, WorkSmart Engage helps independent insurance agencies service complex insurance transactions requiring multi-party collaboration. It streamlines communication and information sharing between agency teams, their clients and their markets. WorkSmart Engage will be available in late 2011.
Offered as a module to enhance Vertafore’s WorkSmart content management and workflow solution and tightly integrated with Vertafore agency management systems, WorkSmart Engage provides secure workspaces to share and manage policy and client documents in real-time. It provides effective collaboration, increased team productivity and improved client satisfaction.
“WorkSmart Engage allows independent agencies to break down communication silos and replace the point-to-point methods they have traditionally used to manage complex commercial business with an innovative, cloud-based platform that enables real-time communication,” said Sharath Dorbala, senior vice president of product management at Vertafore. “As is evident through the breadth of technology solutions we offer, Vertafore is committed to providing the tools needed to connect the entire insurance distribution channel. WorkSmart Engage is just the latest innovation toward this goal.”
With the WorkSmart Engage module, independent insurance agencies will quickly benefit from effortless collaboration and streamlined integration with their document and agency management systems. Enabling unprecedented visibility into complex projects, the module accelerates multi-party projects such as claims, loss prevention, alternative risk transfer transactions as well as new business and renewal negotiations.
Effortless collaboration: WorkSmart Engage offers the full set of capabilities needed to securely and conveniently collaborate on complex commercial lines business in one place. Users can easily invite key internal and external team members to collaborate in secure workspaces, significantly increasing productivity for all parties. Agencies, carriers, managing general agents (MGAs) and clients can communicate and share documents, reducing email chaos, redundant communications and the duplication of work.
Streamlined integration and simplicity: Tightly integrated with Vertafore agency management systems, the module enhances collaboration extending beyond the four walls of the agency. Tight integration with Vertafore agency management systems means that users will not need to re-key data that already exists, saving time and reducing E&O exposure. Team members can easily post whole documents or specific pages within large documents from other systems into WorkSmart Engage. The tool’s intuitive design ensures team members can start using the WorkSmart Engage module right away, with minimal need for training.
Real-time visibility: WorkSmart Engage provides insight into all communications and related documents within any given transaction with clients and carriers instantaneously, ensuring that information doesn’t get lost and work moves along quickly. Visibility into multi-carrier and other large multi-party engagements enables agency teams to monitor client projects, track all communications and access project dashboards. Additionally, integrated messaging features provide teams with real-time communications, breaking down silos like e-mail inboxes, file shares and ftp sites.
“Engage will add another layer of customer responsiveness and interaction,” said Tim Casey of Conner Strong & Buckelew. “We expect it to improve our high value customer experience and satisfaction.”
For additional information on the WorkSmart Engage module, visit http://www.vertafore.com/worksmartengage or call (800) 444-4813.
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.
Media Contacts:Kellen DavisonVertaforekdavison@vertafore.com(425) 354-6819
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