1. [Home](https://www.g2.com/) 2. ... 3. [Other Insurance Software](https://www.g2.com/categories/other-insurance) 4. [WorkSmart Discussions](https://www.g2.com/products/worksmart/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_13881d86aefeb1682b921af33b1784dc/worksmart.png "Product Avatar Image") ](/products/worksmart/reviews) [ WorkSmart ](/products/worksmart/reviews) (25)4.1/5 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. Show More When users leave WorkSmart reviews, G2 also collects common questions about the day-to-day use of WorkSmart. These questions are then answered by our community of 850k professionals. Submit your question below and join in on the G2 Discussion. * * * ### 48.0 Nps Score ### All WorkSmart Discussions Search Most CommentedMost HelpfulCommon QuestionsNewest All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Common Questions Newest Filter by All Discussions Discussions with Comments Common Questions Discussions without Comments Sorry... There are no questions about WorkSmart yet. ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/worksmart/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/worksmart.svg "Product Avatar Image") ### Have you used WorkSmart before? Answer a few questions to help the WorkSmart community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/login?context=product_review&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fworksmart%2Fdiscuss%3Fsmall_ask%3Dworksmart) No