Operating efficiently can be difficult when your employees are managing large volumes of work. To put your customers first and increase profitability, you need to align work with your staff's areas of specialty and manage documents in an insurance-specific way. Watch this short video to learn more about how WorkSmart makes agencies more efficient.
WorkSmart, the leading enterprise content management solution — designed specifically for insurance professionals — helps your team get more done every day. WorkSmart gives your agency the security and flexibility you need to serve your entire workforce — from home to office and anywhere in between.
WorkSmart customers ...
Save up to 4 hours weekly per Client Service Representative (CSR) from workflow improvements
See a 33% increased capacity for policy services
Increase revenue by an average of 18% per employee
Available anytime, anywhere
- Collaborate on workflows remotely—from home, the office, or in the field
- Service customers quickly with policy and claim information at your fingertips
Reduce clicks and streamline workflows
- Modern, user-friendly interface
- Integrate directly with Vertafore management systems: AMS360, Sagitta, and BenefitPoint
- Easily navigated, real-time tracking, and streamlined workflows
Built for insurance professionals, by insurance professionals
- File-centric document management
- Big "I” best-practice workflows built in
- Insurance-focused roadmap
Secure and IT Administrator friendly
- Automatic version upgrades and enhancements keep you current, compliant, and secure
- Vertafore Single Sign-on (VSSO) and multi-factor authentication enabled
- Centralized console, advanced permission controls, and streamlined deployment
- Robust APIs so you can integrate additional business critical tools
“Vertafore’s WorkSmart enabled us to provide additional support both onsite and remotely to share the workload, give some relief to local staff, and meet our customers’ needs.”
Jim Dahoney, SVP, CIO, Marshall & Sterling Insurance, Inc.
See WorkSmart in action
Check out our product demo to see how WorkSmart can save your CSRs time, elevate capacity for policy services, increase revenue, and more.
