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.
“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.