The right work, to the right people, at the right time.

Engaging clients, empowering employees

  • Track work
  • Stay compliant
  • Improve business intelligence
  • Retain customers
  • Get organized
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Why WorkSmart?

Modernized interface

Make every employee’s job easier within the easy to use and intuitive WorkSmart® system.

Reduce clicks and streamline workflows

Best practice workflows and key integrations allow your employees to get more done in less time.

Available anytime, anywhere

Collaborate on workflows remotely and service customers quickly.

See where the work is

Understand where your processes work and where the bottlenecks are.

Protected and secure

Relax knowing your data is secure and your software is updated.

WorkSmart gives agencies a comprehensive view of their workflows

“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.

Operate efficiently and manage large volumes of work

WorkSmart gives your agency the security and flexibility you need to serve your entire workforce — from home to office and anywhere in between. 

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Get more done with WorkSmart

The leading enterprise content management solution—designed specifically for insurance professionals.


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Document management

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Protection and Integration

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"WorkSmart allows us to be proactive, to look at workflow bottlenecks, and see where we’re potentially losing money or have risk. No other system we looked at had this."

Debbie Buckner, Manager of Operations

CHS Insurance

Learn more about how WorkSmart can transform your business

WorkSmart Data Sheet
Marshall Sterling Success Story

Marshall & Sterling Insurance, Inc. has seen proven results with Vertafore solutions WorkSmart.

Bowen, Miclette, & Britt reaches unprecedented operational insight and efficiency by harnessing the power of WorkSmart

Discover how Bowen, Miclette & Britt uses technology to provide superior, efficient customer service.

Vertafore Single Sign-On Data Sheet

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