Best Other Insurance Software

How Many Other Insurance Software Products Does G2 Track?

Total Products under this Category: 212

Category Stats (Sep 2026)

  • Average Rating: 4.45/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Quandri (+0.65%) - Among all products in this category, Quandri recorded the largest rating increase compared to last month

Last updated: September 14, 2026

How Does G2 Rank Other Insurance Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 600+ Authentic Reviews
  • 212+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Other Insurance Software

G2 Grid® for Other Insurance Software plotting products by satisfaction and market presence

Highlighted products: ImageRight, Quandri, leO, Astalty, Policy Bazaar, LexisNexis Carrier Discovery, Applied CSR24, and Indio.

Underlying data: [Grid® JSON](https://www.g2.com/categories/other-insurance/grids.json?focus%5B%5D=imageright&focus%5B%5D=quandri&focus%5B%5D=leo-leo&focus%5B%5D=astalty&focus%5B%5D=policy-bazaar&focus%5B%5D=lexisnexis-carrier-discovery&focus%5B%5D=applied-csr24&focus%5B%5D=indio)

ImageRight

ImageRight® is an intelligent information management (IIM) solution that combines enterprise content management (ECM) and workflow automation into one solution, allowing claims and underwriting professionals to streamline their daily tasks. ImageRight helps carriers and managing general agents (MGAs) manage their documents and orchestrate their workflows so they can focus on the work and tasks that matter most. With its modern UI, standardized processes, and intelligent workflows, ImageRight boosts efficiency, keeps files organized, supports better data quality, and helps eliminate the insurance distribution drag that slows work across the insurance lifecycle. By accelerating how information, documents, and decisions move through underwriting, claims, and operations, ImageRight helps organizations achieve greater Distribution Velocity. Key use cases for ImageRight include managing insurance claims, facilitating communication between departments, and organizing documentation. The software automates routine tasks, significantly reducing the need for repetitive data entry and minimizing the risk of errors. By standardizing workflows, ImageRight helps organizations implement best practices and ensure compliance with industry regulations. This not only enhances the quality of service provided to clients but also allows insurance professionals to focus on more strategic initiatives. ImageRight features include: • Efficient task tracking. Get the right work to the right person at the right time and see real-time updates on progress. • Content and process automation. Reduce manual work and automate document-driven processes. Put your team to work on more strategic tasks. • Real-time insights. See how work is moving and where it’s getting stuck. Understand who is finishing tasks and who needs support. • Modern user interface. Stay on top of workflows with a simple interface. Help your team tackle tasks without much training. • Cloud support. Access ImageRight anywhere, anytime, and trust that security and compliance are always up to date. • Best practices. Analyze your work in real time and build custom workflows based on industry best practices. ImageRight gives users tools to organize and markup documents, so it fits any MGA or carrier system, helping teams cut clicks, save time, and bring out their best work. By reducing manual handoffs and creating more connected workflows, ImageRight helps organizations move faster with greater consistency and control. ImageRight is part of Vertafore’s comprehensive suite of solutions for carriers and MGAs, designed to integrate with the tools they rely on across their business. With access to hundreds of APIs, MGAs and carriers are in control to use ImageRight with Vertafore solutions, in-house applications, and third-party tools. Together, these connected systems provide the core digital foundation organizations need to reduce friction, adapt faster, and achieve Distribution Velocity.

Average Rating: 4.4/5.0

Total Reviews: 124

How Do G2 Users Rate ImageRight?

  • Ease of Use: 8.5/10 (Category avg: 9.2/10)
  • Quality of Support: 8.3/10 (Category avg: 9.0/10)

Who Is the Company Behind ImageRight?

  • Seller: Vertafore
  • Year Founded: 1969
  • HQ Location: Denver, CO
  • LinkedIn® Page: www.linkedin.com
    3,051 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Insurance
  • Company Size: 51% Medium, 28% Large

What Are Recent G2 Reviews of ImageRight?

What Are G2 Users Discussing About ImageRight?

Quandri

Quandri is an AI-powered renewal automation platform specifically designed for insurance agencies to streamline and enhance the renewal cycle. By automating the most time-consuming aspects of policy renewals, Quandri allows agents to focus on providing valuable advice to their clients rather than getting bogged down in administrative tasks. This innovative solution is tailored to meet the unique needs of insurance professionals, enabling them to operate more efficiently and effectively. The platform is particularly beneficial for insurance agencies of various sizes that seek to optimize their operations and improve client engagement. Quandri integrates seamlessly with popular agency management systems such as Applied Epic, AMS360, and HawkSoft, ensuring that users can leverage their existing tools without disruption. The automation capabilities of Quandri extend to analyzing every renewing policy, requoting at-risk policies, and generating personalized renewal emails, all of which occur before agents even begin their workday. This proactive approach not only saves time but also enhances the overall client experience. At the heart of Quandri is its Intelligence Layer, a sophisticated AI system trained on carrier underwriting manuals from across North America. This engine possesses a deep understanding of the nuances of various carriers and client eligibility criteria, allowing it to deliver region-specific and carrier-specific insights with remarkable accuracy. This level of intelligence ensures that agents have the most relevant information at their fingertips, enabling them to make informed decisions and provide tailored solutions to their clients. Users of Quandri have reported significant improvements in their operational efficiency. The platform has been shown to reduce the time spent on each renewing policy by an impressive 85%, allowing agents to allocate their time to more strategic activities. Additionally, agencies have experienced a 2.3% or greater improvement in client retention rates, highlighting the effectiveness of proactive outreach facilitated by the platform. With a tenfold increase in proactive client communication, agents can foster stronger relationships and enhance client satisfaction. Overall, Quandri stands out in the insurance technology landscape by combining advanced automation with a deep understanding of industry-specific needs. Its ability to integrate with existing systems and deliver actionable insights makes it a valuable asset for insurance agencies looking to improve their renewal processes and client engagement strategies.

Average Rating: 4.5/5.0

Total Reviews: 43

How Do G2 Users Rate Quandri?

  • Ease of Use: 9.4/10 (Category avg: 9.2/10)
  • Quality of Support: 9.2/10 (Category avg: 9.0/10)

Who Is the Company Behind Quandri?

  • Seller: Quandri
  • Company Website:
  • Year Founded: 2021
  • HQ Location: Vancouver, CA
  • LinkedIn® Page: ca.linkedin.com
    93 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Manager
  • Top Industries: Insurance
  • Company Size: 56% Small, 30% Medium

What Are Recent G2 Reviews of Quandri?

leO

LeO is an AI-driven sales platform designed specifically for commercial insurance agents, aiming to streamline lead generation and client management processes. By integrating advanced machine learning algorithms, LeO analyzes an agent's existing book of business and matches it with a vast database of over 40 million commercial prospects. This enables agents to identify and engage with high-quality leads tailored to their specific needs and preferences, significantly reducing the time spent on prospecting and allowing more focus on closing deals. Key Features and Functionality: - Advanced Filtering: Utilize over 150 filters to pinpoint leads based on location, industry, company size, compliance issues, insurance intelligence, renewal dates, and risk indicators. - Optimal Timing: Access a comprehensive renewal date database to schedule meetings at the most opportune moments, enhancing the likelihood of successful engagements. - Efficient Outreach: Employ AI-powered tools for personalized email campaigns, seamless CRM integration, and easy export of prospect lists, ensuring a streamlined workflow. - Pre-Meeting Preparation: Leverage LeO's intelligence to identify weaknesses and risks in current coverages, enabling the development of tailored alternative plans for potential clients. Primary Value and Solutions Provided: LeO addresses the common challenges faced by insurance agents, such as inconsistent and disorganized lead flow, by offering a centralized platform that simplifies lead capture, tracking, and follow-up. By automating the prospecting process and providing actionable insights, LeO empowers agents to respond faster, stay organized, and ultimately close more deals. The platform's AI-driven approach ensures smarter engagement, faster responses, and higher conversion rates, allowing agents to focus on revenue-generating tasks and achieve significant business growth.

Average Rating: 4.6/5.0

Total Reviews: 33

How Do G2 Users Rate leO?

  • Ease of Use: 9.3/10 (Category avg: 9.2/10)
  • Quality of Support: 8.9/10 (Category avg: 9.0/10)

Who Is the Company Behind leO?

  • Seller: LeO
  • Year Founded: 2018
  • HQ Location: New York, NY
  • LinkedIn® Page: www.linkedin.com
    148 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Insurance
  • Company Size: 94% Small, 6% Medium

What Do G2 Reviewers Say About leO?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of leO, noting its great UI and quick, accurate responses.
  • Users love the fast response time of leO, finding it easy to use with a great interface.
  • Users love the great and intuitive UI of leO, appreciating its ease of use and quick responses.

What Are Recent G2 Reviews of leO?

Astalty

The NDIS was built for innovation. The systems supporting it weren't keeping up. Astalty was built to fix that. We've worked inside the disability sector, not as spectators, but as people who've sat in the chair. We understand the compliance pressure, the admin drag, and the impossible days where three participants need changes, payroll is due, and the roster won't balance. That experience is behind every feature we've built. Today, over 1,500 NDIS businesses across Australia use Astalty to run their operations. Whether you're delivering support coordination, SIL, community access, in-home support, or a combination of all of them, Astalty handles it in one platform. Scheduling and rostering with built-in SCHADS award compliance. Support coordination with task boards, goal tracking, and budget monitoring. Participant management with e-signatures and automated alerts. Invoicing and PRODA bulk upload. A compliance dashboard that keeps you audit-ready. GPS clock-in and out for support workers on their phones. It all connects. When you contact our support team, you're talking to someone who has done your job, not a generic helpdesk reading from a script. 300+ five-star Google reviews. ISO 27001 certified. All data is hosted on Australian servers. Built for the NDIS. Not forced into it.

Average Rating: 4.9/5.0

Total Reviews: 19

How Do G2 Users Rate Astalty?

  • Ease of Use: 9.8/10 (Category avg: 9.2/10)
  • Quality of Support: 9.8/10 (Category avg: 9.0/10)

Who Is the Company Behind Astalty?

  • Seller: Astalty
  • Year Founded: 2021
  • HQ Location: Newcastle, AU
  • LinkedIn® Page: www.linkedin.com
    23 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Support Coordinator
  • Top Industries: Hospital & Health Care, Individual & Family Services
  • Company Size: 70% Small, 30% Medium

What Are Recent G2 Reviews of Astalty?

Policy Bazaar

Policybazaar brings unbiased comparison of #financial services from all major #insurance companies to our customers.

Average Rating: 4.1/5.0

Total Reviews: 18

How Do G2 Users Rate Policy Bazaar?

  • Ease of Use: 8.6/10 (Category avg: 9.2/10)
  • Quality of Support: 7.6/10 (Category avg: 9.0/10)

Who Is the Company Behind Policy Bazaar?

  • Seller: Policy Bazaar
  • Year Founded: 2008
  • HQ Location: Gurgaon, Haryana
  • Twitter: @policybazaar
    26,078 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    14,047 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 55% Small, 32% Large

What Are Recent G2 Reviews of Policy Bazaar?

What Are G2 Users Discussing About Policy Bazaar?

LexisNexis Carrier Discovery

Identify insurance carrier information quickly and easily

Average Rating: 4.7/5.0

Total Reviews: 14

How Do G2 Users Rate LexisNexis Carrier Discovery?

  • Ease of Use: 9.6/10 (Category avg: 9.2/10)
  • Quality of Support: 9.4/10 (Category avg: 9.0/10)

Who Is the Company Behind LexisNexis Carrier Discovery?

Who Uses This Product?

  • Top Industries: Insurance
  • Company Size: 60% Small, 27% Large

What Are Recent G2 Reviews of LexisNexis Carrier Discovery?

What Are G2 Users Discussing About LexisNexis Carrier Discovery?

Applied CSR24

Applied CSR24 is a cloud-based customer self-service software designed for insurance agencies and brokerages to provide clients with 24/7 access to their insurance information. This platform enables policyholders to view policy details, submit claims, make payments, and access important documents through a branded online portal and mobile application. By offering these self-service capabilities, agencies can enhance client satisfaction, build loyalty, and differentiate themselves in a competitive market. Key Features and Functionality: - Mobile App Access: Clients can manage their insurance needs on the go via the Applied MobileInsured app, ensuring convenience and flexibility. - Virtual Assistant for Claims Management: An automated chatbot guides users through the claims submission process, providing a quick and conversational experience. - Document Management: Agencies can customize the documents each client receives, tailoring information to individual needs. - Policy Management: Clients have the ability to request policy changes directly through the platform, which syncs seamlessly with the agency's management system. - Branded Portal and Mobile App: Agencies can customize the portal and app to reflect their brand identity, reinforcing their role as trusted advisors. - Premium Certificate Processing: Integration with the management system eliminates duplicate data entry, streamlining the issuance of certificates. - 24/7 Call Center Support: The platform supports around-the-clock customer service without the need for continuous staffing, as operators can handle inquiries and process claims at any time. - Self-Service Portal Analytics: Agencies can monitor which features clients use most, allowing for targeted improvements to the customer experience. - Payment Processing: Clients can pay their direct-billed policies in one place, simplifying the payment process. Primary Value and Solutions Provided: Applied CSR24 addresses the modern consumer's expectation for immediate and convenient access to services. By enabling clients to self-serve their insurance needs anytime and anywhere, agencies can: - Enhance Client Satisfaction: Providing 24/7 access to policy information and services meets clients' demands for convenience, leading to higher satisfaction levels. - Increase Operational Efficiency: Automating routine tasks and reducing manual administrative work allows staff to focus on revenue-generating activities and personalized client interactions. - Strengthen Client Loyalty: Offering a consistent, branded experience across multiple channels fosters trust and loyalty, encouraging clients to remain with the agency. - Differentiate in the Market: By adopting advanced self-service technology, agencies can stand out from competitors and attract tech-savvy clients seeking modern solutions. In summary, Applied CSR24 empowers insurance agencies to meet the digital demands of today's consumers, streamline operations, and build stronger client relationships through a comprehensive self-service platform.

Average Rating: 4.3/5.0

Total Reviews: 22

How Do G2 Users Rate Applied CSR24?

  • Ease of Use: 8.0/10 (Category avg: 9.2/10)
  • Quality of Support: 9.3/10 (Category avg: 9.0/10)

Who Is the Company Behind Applied CSR24?

  • Seller: Applied Systems
  • Year Founded: 1983
  • HQ Location: Chicago, IL
  • Twitter: @AppliedSystems
    6,858 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2,873 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Insurance
  • Company Size: 80% Small, 16% Medium

What Are Recent G2 Reviews of Applied CSR24?

What Are G2 Users Discussing About Applied CSR24?

Canopy Connect Insurance Data Intake

Canopy Connect's insurance intake platform is trusted by more than 24,000 insurance agents to collect verified insurance information from prospects in seconds. Simply send your custom link to enable prospects to share personal and commercial insurance data directly from their current carrier or a dec page. Layer in custom forms to round out their profile with any additional context you need. You'll receive verified policy details, declarations pages, driver information, claims history, and commercial loss events. Canopy Connect can also accurately parse insurance documents with DecSight — our proprietary document intelligence technology. Send this structured data to your rater, CRM, or AMS to provide faster, more accurate quotes that win.

Average Rating: 4.9/5.0

Total Reviews: 16

How Do G2 Users Rate Canopy Connect Insurance Data Intake?

  • Ease of Use: 9.8/10 (Category avg: 9.2/10)
  • Quality of Support: 9.5/10 (Category avg: 9.0/10)

Who Is the Company Behind Canopy Connect Insurance Data Intake?

  • Seller: Canopy Connect
  • HQ Location: San Francisco, US
  • Twitter: @canopy_connect
    289 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    44 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Insurance
  • Company Size: 76% Small, 6% Large

What Do G2 Reviewers Say About Canopy Connect Insurance Data Intake?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of Canopy Connect, streamlining setup and enhancing data management efficiency.
  • Users value the time-saving capabilities of Canopy Connect, allowing for quicker quoting and less client back-and-forth.
  • Users find value in the comprehensive information provided by Canopy Connect, enhancing client engagement and saving them money.
  • Users commend the ease of use of Canopy Connect, emphasizing quick setup and effective data management features.
  • Users appreciate the ease of data management with Canopy Connect, simplifying client data access and maintenance.
Cons
  • Users face challenges with inconsistent document transfers, which complicate the management of multiple insurance carriers.
  • Users face integration issues with Canopy Connect, particularly with their CRM, impacting usability and data flow.
  • Users face login issues with Canopy Connect, leading to frustrating document transfer inconsistencies and carrier management challenges.
  • Users express concerns about pricing issues, wishing for continued affordability while seeking more features and mobile compatibility.
  • Users report that data loading times can be excessively slow, indicating a need for improvement in efficiency.

What Are Recent G2 Reviews of Canopy Connect Insurance Data Intake?

Indio

Indio simplifies the insurance application process for brokers and their clients. We make it fast and easy, saving your agency time, money, and E&O exposure. The white-labeled platform comes pre-loaded with a library of 10,000 digitally enhanced "smart" insurance forms and applications, a full e-signature solution, and secure document sharing.

Average Rating: 4.5/5.0

Total Reviews: 129

How Do G2 Users Rate Indio?

  • Ease of Use: 8.9/10 (Category avg: 9.2/10)
  • Quality of Support: 9.1/10 (Category avg: 9.0/10)

Who Is the Company Behind Indio?

  • Seller: Indio Technologies
  • Year Founded: 2016
  • HQ Location: San Francisco, California
  • Twitter: @useindio
    140 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    62 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Manager, Commercial Lines Account Manager
  • Top Industries: Insurance
  • Company Size: 51% Small, 46% Medium

What Are Recent G2 Reviews of Indio?

What Are G2 Users Discussing About Indio?

Ivans Download

Ivans Download automates the exchange of critical policy-related information to ensure the most up-to-date information is instantly available at the moment you need it.

Average Rating: 4.6/5.0

Total Reviews: 13

How Do G2 Users Rate Ivans Download?

  • Ease of Use: 9.4/10 (Category avg: 9.2/10)
  • Quality of Support: 9.3/10 (Category avg: 9.0/10)

Who Is the Company Behind Ivans Download?

  • Seller: Ivans Insurance
  • Year Founded: 1983
  • HQ Location: Tampa, US
  • Twitter: @IVANSInsurance
    3,213 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    280 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Insurance
  • Company Size: 100% Small

What Are Recent G2 Reviews of Ivans Download?

InsurLink

InsurLink is an agency-owned client portal that gives agents more time back in their day by empowering clients to access routine insurance information when and where they need it. Clients get 24/7 access to tasks that don’t need direct support—like requesting certificates, paying bills, or submitting claims. That fast self-service makes for satisfied clients and frees agency staff to spend more time on client advising and high-value activities. InsurLink keeps clients engaged through a portal that can be customized with agency branding. By handling requests within the portal, InsurLink keeps communications organized. It’s easy to keep current on client requests all while staying secure and compliant. InsurLink lets agencies customize what they share so they stay in control of communications and sensitive documents while giving clients the power to meet standard insurance needs on their own. Key InsurLink features include: • 24/7 client access: Around-the-clock, web- and app-based access means clients can get secure, up-to-date information when and where they need it, regardless of business hours. • Easy integration with core systems: InsurLink integrates seamlessly with Vertafore’s leading agency management systems AMS360 and Sagitta, as well as third-party solutions form Vertafore Orange Partners through open architecture APIs. • An agency-branded experience: Build better brand awareness and stickiness with clients. • Centralized client communications. Consolidate client interactions, respond quickly, and build strong client relationships. • Automated documentation. Agencies can reduce E&O exposure and ensure compliance with InsurLink’s accurate, accessible client interaction records. • Secure file sharing: Agencies can share files from their management system, and clients have a secure portal to upload documents. • Payment submissions: Cut down on payment processing by accepting payment through InsurLink and Vertafore’s Orange Partners. • Mobile app: With the InsurLink app, clients can log in on the go from iOS or Android devices. • Fast onboarding: Get up and running in days. As part of Vertafore’s suite of solutions for independent agencies, InsurLink can integrate with other software through hundreds of Orange Partner APIs. It also comes with expert support and a community of users to connect with.

Average Rating: 4.3/5.0

Total Reviews: 17

How Do G2 Users Rate InsurLink?

  • Ease of Use: 8.8/10 (Category avg: 9.2/10)

Who Is the Company Behind InsurLink?

  • Seller: Vertafore
  • Year Founded: 1969
  • HQ Location: Denver, CO
  • LinkedIn® Page: www.linkedin.com
    3,051 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Insurance
  • Company Size: 65% Small, 24% Medium

What Are Recent G2 Reviews of InsurLink?

WorkSmart

WorkSmart® is a workflow automation and enterprise content management (ECM) solution designed by insurance professionals for insurance agencies. WorkSmart helps agencies eliminate Insurance Distribution Drag by automating workflows, improving visibility, and streamlining agency operations so the right work moves to the right person at the right time. Integrated enterprise content management capabilities keep documents organized and connected to business processes, helping agencies adapt faster, work smarter, and achieve greater Distribution Velocity. WorkSmart is designed to integrate with agency management systems to provide maximum visibility and efficiency by freeing up task capacity through workflows that streamline agency processes. Using file-based document management and Big “I” best-practice workflows, WorkSmart helps agencies reduce manual effort, improve consistency, and accelerate servicing and operations across the business. Easy-to-use advantages • Stay flexible. WorkSmart’s cloud-based system is available anytime, anywhere, so agents can access information and administrators can track work from home, the office, or in the field. • Start working fast. A modern interface and intuitive workflows make everyone’s job easier and let users get up and running quickly with minimal training or downtime. • Connect your business. Limit extra clicks and avoid work interruptions by accessing core business tools like Microsoft, Adobe, and other business-critical applications through APIs. Integrations with AMS360®, Sagitta®, and BenefitPoint® make it easy to find and share information without switching programs, creating more connected workflows across the agency. Business intelligence features • Track work. WorkSmart helps users understand where processes work and where bottlenecks create friction by showing the flow of tasks in real time. • Work process dashboards. Analyze how and when work is getting done. Filter configurations help users drill down into business data, identify opportunities to improve efficiency, and make informed strategic decisions. • Manage workloads. Balance tasks and assignments across teams to support staff, improve productivity, and keep work moving. Managers gain visibility into team performance, helping reduce bottlenecks and limit burnout. Compliance and security • Avoid weak passwords. Vertafore Single Sign-on (VSSO) provides secure logins to all Vertafore products. Authorized users can verify their credentials using Multi-Factor Authentication (MFA). • Limit data leaks. Configure users’ access to data and information with permission controls, ensuring only the right people can view or edit content. • Stay up to date. Get peace of mind knowing information is current, compliant, and secure with automatic version updates. WorkSmart is part of Vertafore’s connected ecosystem of solutions designed to help agencies adapt faster and grow smarter. By automating workflows, improving operational visibility, and reducing manual handoffs, WorkSmart provides a core digital foundation that helps agencies remove friction from servicing and operations and achieve Distribution Velocity.

Average Rating: 4.1/5.0

Total Reviews: 25

How Do G2 Users Rate WorkSmart?

  • Ease of Use: 7.3/10 (Category avg: 9.2/10)
  • Quality of Support: 10.0/10 (Category avg: 9.0/10)

Who Is the Company Behind WorkSmart?

  • Seller: Vertafore
  • Year Founded: 1969
  • HQ Location: Denver, CO
  • LinkedIn® Page: www.linkedin.com
    3,051 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Insurance
  • Company Size: 52% Medium, 40% Small

What Do G2 Reviewers Say About WorkSmart?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of WorkSmart, enabling smooth document management and efficient workflows.
  • Users benefit from the streamlined workflows of WorkSmart, saving hours daily and enhancing document management efficiency.
  • Users love the organization features of WorkSmart, making it easy to find documents and enjoy a user-friendly UI.
  • Users value the comprehensive information provided by WorkSmart, making it easier to locate necessary details efficiently.
  • Users value the download efficiency of WorkSmart, enabling quick access to attached documents seamlessly.
Cons
  • Users find the steep learning curve of WorkSmart challenging, requiring extensive training and setup before efficiency can be realized.
  • Users find the initial configuration process complex, requiring significant time for administration and training adjustments.
  • Users face connectivity issues with WorkSmart, requiring frequent reinstallation and additional training for effective use.
  • Users report workflow inefficiency leading to duplicate tasks, causing frustration and increased workload for account management.

What Are Recent G2 Reviews of WorkSmart?

ReferenceConnect AI

ReferenceConnect AI™ is an AI insurance knowledge base tool designed to help independent agencies, MGAs, and carriers move faster, decide with confidence, and keep business moving. It brings together trusted industry knowledge and AI powered, conversational search so you can turn questions into answers in seconds. Instead of working across fragmented systems and manual processes, you move from research to decision with speed and clarity. The result is stronger performance across your workflow, greater confidence in every decision, and the momentum you need to drive real distribution velocity. What you gain with ReferenceConnect AI: - AI powered knowledge. Ask questions and get clear, contextual answers instantly. ReferenceConnect AI surfaces coverage information, risk insights, and supporting industry guidance in seconds, so you can move from question to action without hesitation. - Centralized knowledge base. Stay informed on regulatory updates and industry news without slowing down. With access to more than 1 million documents from over 75 trusted sources, including ISO, NCCI, and IRMI, all in one place. - Essential tools and forms. Work without interruption. Access ISO and ACORD forms alongside tools like PPCS and GL loss cost look up directly in your workflow. You validate details, improve accuracy, and keep work moving forward without having to switch systems. Faster decisions and outcomes. Use conversational, AI powered search to find what you need up to 80% faster. Refine questions, explore answers, and get to the right information quickly. ReferenceConnect AI is built directly into Vertafore’s AgencyOne experience, connecting your workflows across solutions including AMS360, Sagitta, BenefitPoint, QQCatalyst, RiskMatch, and PL Rating. You stay in one unified environment, reducing manual steps and keeping work flowing without interruption. With intelligence delivered in the moments that matter, you move faster, improve performance, and build trust across every interaction. This is how ReferenceConnect AI helps you build distribution velocity, with speed, performance, and confidence working together to drive your business forward.

Average Rating: 4.3/5.0

Total Reviews: 10

How Do G2 Users Rate ReferenceConnect AI?

  • Ease of Use: 7.8/10 (Category avg: 9.2/10)
  • Quality of Support: 9.2/10 (Category avg: 9.0/10)

Who Is the Company Behind ReferenceConnect AI?

  • Seller: Vertafore
  • Year Founded: 1969
  • HQ Location: Denver, CO
  • LinkedIn® Page: www.linkedin.com
    3,051 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Insurance
  • Company Size: 40% Medium, 40% Small

What Are Recent G2 Reviews of ReferenceConnect AI?

What Are G2 Users Discussing About ReferenceConnect AI?

Content Cloud

Zywave Content Cloud is an insurance content library and distribution platform for brokers, agencies, and carriers. It gives insurance professionals access to 8,000+ attorney-vetted, ready-to-share educational resources across commercial lines, employee benefits, personal lines, compliance, HR, safety, and risk management — all customizable with your agency's branding and deliverable by email, portal, or direct download. Most insurance agencies know content marketing works. The problem is creating it — writing compliance guides, HR resources, and risk management materials that are accurate, current, and actually useful to clients takes time most brokers don't have. Content Cloud solves that by putting a professionally built, continuously updated library of insurance-specific content directly in your hands, ready to send to clients and prospects without starting from scratch. Here's what that looks like in practice: A library built for every line of business. Commercial lines, employee benefits, personal lines, cyber liability, OSHA compliance, wellness, and HR — Content Cloud covers it all with content your clients actually want to read. Over two dozen newsletter series keep your agency in front of clients year-round, not just at renewal. Content that's built to protect you and your clients. Every resource is attorney-vetted and maintained across all 50 states. When regulations change — ACA, COBRA, FMLA, OSHA — the content updates. Your clients get current information. You get the credibility of always having the right answer. Distribution that doesn't require a marketing team. The AI Email Assistant helps you find and share the right content in seconds. Branded templates, smart content delivery, and direct integration with your CRM and client portal mean content gets to clients the way they want to receive it — without your team manually managing every send. The numbers hold up. Brokers using Content Cloud report a 65% decrease in marketing costs and a 35% increase in marketing productivity. Agencies that pair content distribution with marketing automation see up to a 5x increase in annual revenue from their content investment. Better Together: Content Cloud connects natively with Zywave's Client Cloud for portal-based content delivery, and with Sales Cloud for automated email campaigns — so the same piece of content can reach a prospect through outreach, a client through their portal, and a new lead through a nurture sequence, all without duplication. If your agency is sending the same generic newsletter every quarter and calling it a marketing strategy, Content Cloud is where that changes.

Average Rating: 3.8/5.0

Total Reviews: 16

How Do G2 Users Rate Content Cloud?

  • Ease of Use: 7.7/10 (Category avg: 9.2/10)
  • Quality of Support: 7.8/10 (Category avg: 9.0/10)

Who Is the Company Behind Content Cloud?

  • Seller: Zywave
  • Year Founded: 1995
  • HQ Location: Milwaukee, WI
  • LinkedIn® Page: www.linkedin.com
    978 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Insurance
  • Company Size: 63% Small, 25% Medium

What Are Recent G2 Reviews of Content Cloud?

What Are G2 Users Discussing About Content Cloud?

Teamworks IRO

Teamworks software for IRO, peer review, and insurance companies.

Average Rating: 4.6/5.0

Total Reviews: 11

How Do G2 Users Rate Teamworks IRO?

  • Ease of Use: 9.3/10 (Category avg: 9.2/10)
  • Quality of Support: 8.3/10 (Category avg: 9.0/10)

Who Is the Company Behind Teamworks IRO?

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 50% Large, 42% Small

What Are Recent G2 Reviews of Teamworks IRO?

What Are G2 Users Discussing About Teamworks IRO?

Neya Kumaresan
NK
Researched and written by Neya Kumaresan
Updated June 16, 2025