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 helps independent agencies that are busy with complex work to increase productivity with streamlined insurance workflows and secure document management. Agencies become more efficient when every employee knows what they are supposed to do, when they are supposed to do it, and management knows the status of all tasks. Improved efficiency results in more capacity for policy services and higher profitability through increased revenue per employee.
Insurance Specific Content Management
Secure document management provides full editing and routing history for client and policy files, so you save time and increase accuracy.
Big I Best Practice Workflows
Ensure that the right work is routed to the right person, at the right time – so your staff can spend less time searching and more time selling and servicing.
Business Process Dashboards
Real-time insights help you 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.