Insurance document management and workflow software for your agency.

People are at the heart of your insurance agency or brokerage. But delivering exceptional customer service is difficult when your employees are managing large volumes of work. To put your customers first, you need to align your staff with their areas of specialty. Watch this short video to learn more about WorkSmart.

WorkSmart helps align all of your resources for increased productivity. That means every employee knows exactly what they are supposed to do, when they are supposed to do it, and where the work sits within your business.

Focus On Work That Matters

Better insurance document management means staff spends less time searching, and more time servicing customers.

Never Miss A Beat

Big “I” Best Practices workflows route the right work, to the right person, at the right time, so no work gets missed.

Know What Work Is On The Floor

Real-time insights help managers balance workloads, identify overdue work, and determine when to hire.

Vertafore helps us with our automation. With their products we are able to utilize workflow solutions and are able to respond to our clients with efficiency that wouldn’t otherwise be possible.

Barb Dale
, SilverStone Group

Get in touch with us

Thanks for reaching out!

A Vertafore representative will be reaching out to you shortly to discuss WorkSmart.
In the meantime, check out some of the resources we offer for growing businesses.