Join us for NetVU16
The Insurance Technology Event of the Year

Register Today!

 
vertical panal

Ready to take the next step? Contact Vertafore

Corporate Headquarters

Vertafore, Inc.
11724 NE 195th
Bothell, WA 98011

Media Contact:
Bailey Fox
(Barokas PR for Vertafore)
(206) 264-8220
Vertafore@Barokas.com

Product Login
 

Support

My Vertafore Support Portal provides access to multiple options for resolving your support needs.

GO
  • 1.800.444.4813
  • CONTACT US

    Ready to take the next step? Contact Vertafore

    Corporate Headquarters

    Vertafore, Inc.
    11724 NE 195th
    Bothell, WA 98011

    Media Contact:
    Bailey Fox
    (Barokas PR for Vertafore)
    (206) 264-8220
    Vertafore@Barokas.com

  • Search

WorkSmart® Agency Process Management Solution

WorkSmart, powered by ImageRight®, empowers you to exceed aggressive growth goals, without having to hire and train an army of new employees. Increase your agency’s capacity with industry best practices, intelligent workflows, and a true content management approach, so you can spend less time doing paperwork and more time with clients.

With WorkSmart you can!

Spend more quality time with clients and grow your business, without having to hire and train more staff.

Features

Vertafore understands the unique needs of the insurance industry and designed WorkSmart to automate and streamline key processes specific to insurance.
  • Intelligent workflows route work to the right person at the right time, reducing steps.
  • Content management turns content into action by utilizing the data in your management system.
  • Business process reporting looks forward so you can solve issues before they become a problem.

WorkSmart 6.1 Highlights

  • Scalability and performance: Run multiple server instances and effectively manage load balancing, while eliminating a single point of failure.
  • Image Quality Enhancements (PDFs): Quickly split PDFs into high-quality single-page PDFs with annotations.  Quickly import, scan, distribute, and store high-quality images without bloating the file size or backend storage.
  • Retention management: Manage document retention with ease by setting a custom date attribute as criteria to set document purge dates.
  • Simplified Integration: Integrate your business core insurance application with the new RESTful web API.
  • Expanded Certifications: WorkSmart 6.1 is certified with Office 2013, IE 11, Windows 10, SQL Server 2014.

“We grew 25% without adding staff.”

Heather Cochrane Director of Business Management Solutions,   Renaissance Insurance

Ready to take the next step?

Contact Vertafore