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WorkSmart 6.1

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.


Vertafore understands the unique needs of the insurance industry and designed WorkSmart to automate and streamline key processes specific to insurance. WorkSmart 6.2 takes intelligent workflows and content management one step further to help streamline operations, improve productivity from anywhere at any time.

WorkSmart 6.2 Key Advantages

  • Quickly create high-res PDFs with the ImageRight PDF printer, which is now supported across the Desktop and Browser Client.
  • Quickly import content from any source with ImageRight Connect when using the Browser Client application.
  • Comply with legal requirements by timestamping incoming PDF documents with the Email Receiver.
  • Control malicious attacks with added native application security measures that lock-out an account after repeated incorrect login attempts through increased password protection.

“We grew 25% without adding staff.”

Heather Cochrane Director of Business Management Solutions,   Renaissance Insurance

Ready to take the next step?

Contact Vertafore