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:
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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.
Testimonials:
Do you want to add more power to your WorkSmart solution? The Engage module adds a secure cloud-based collaboration tool to share documents and work on complex projects with teams outside of your agency . Learn more about the benefits of Engage.
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MarketScout's 2011 Enterpreneurial Insurance Award
Additional Information |
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1st Place, Agency Systems
1st Place, Insurance Horizontal Solutions
2011 Vanguards In Insurance Practices |