Increase agency capacity with intelligent workflows

• Customized, intelligent workflows for your business
• Easily monitor accounts and distribute staff workloads evenly
• Fast, efficient viewing of entire files—not just individual documents

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Service complex insurance transactions requiring multi-party collaboration

• Easy to use, secure, cloud-based collaboration module for complex commercial lines business
• Streamlined integration and simplicity with Vertafore agency management systems and WorkSmart
• Real-time visibility into all communications and related documents within any given transaction with clients and carriers
  

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Document Storage and retrieval for any organization 

• Easy conversion of paper documents to digital images 
• More organized document storage and retrieval
• Available as Web-based solution or enterprise application

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Most advanced, insurance-focused solution on the market 

• Powerful content management and enterprise workflow tools 
• A 30-day 100% satisfaction guarantee 
• Used by 475 companies world-wide 

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Document management with flexible route workflow

• Out-of-the-box Flexible Route workflow for content management to easily drive process improvement
• Backed by a 30-day 100% satisfaction guarantee and 24/7 support

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