Increase your agency's capacity with intelligent insurance workflows

workSmart_button_v3 WorkSmart® Powered by ImageRight® gives agencies extraordinary insight to their performance so decisions can be made before they become business problems. Working together with the information in your management system, WorkSmart reduces the number of steps it takes to get things done using intelligent workflows, maximizing agency resources so you can spend more time with clients, and less time doing paperwork.

WorkSmart is easy to use
WorkSmart works the way you do, with an electronic file system that resembles paper filing. But unlike paper files, WorkSmart lets you read, use, and edit complete client files from virtually anywhere. Locate, organize, print, fax and e-mail right from your desktop. Not only is WorkSmart easy to use, it reduces duplicate data entry, improves accuracy, and reduces E&O exposure.

Key benefits:

  • Intelligent workflows automatically route routine steps to the right person at the right time every step of the way. Customer-facing employees have more time to service customers and sell business, growing profits.
  • Business Process Reporting provides the tools needed to locate and manage bottlenecks to ensure business is marketed, renewed and serviced on time, keeping customers happy.
  • Take advantage of a content management approach, which is the best way to turn content into action; versus a document management approach which only provides a place to put documents.


video_small_testimonial_ann_young video_small_testimonial_debbie


awards_marketscout MarketScout's 2011 Enterpreneurial Insurance Award
Additional Information
2011vip 1st Place, Agency Systems
1st Place, Insurance Horizontal Solutions
2011 Vanguards In Insurance Practices

We have real facts to support our business decisions—you just can’t get this type of information any other way than with WorkSmart

Julie Granhold

Business Systems Specialist Manager

Bowen, Miclette & Britt

Next Steps Contact Me

Vertafore® Unleash your potential.

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Call Vertafore at 1.800.444.4813.

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