Insurance workflow and document management software for your agency.
Content Management & Workflow

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.

Document Management Built for Insurance

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

Best Practice Workflows

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

Real Time and Historical Insights

Both real-time and historical process insights help managers balance workloads, identify overdue work, and determine when to hire. 

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.  

Business Process Analytics

Business Process Analytics allows you visualize workflow trends to reduce task cycle items and free up to 20% of capacity. 

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