WorkSmart Pricing Overview

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WorkSmart has not provided pricing information for this product or service. This is common practice for software sellers and service providers. Contact WorkSmart to obtain current pricing.

Top-Rated Alternatives

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WorkSmart Alternatives Pricing

The following is a quick overview of editions offered by other Other Insurance Software

Canopy Connect Insurance Data Intake Scratch	$120.00Per Month	For individual insurance agency owners and producers with small teams. 3 users included (+$10/user) 30 Quote Points included (One personal lines submission requires one Quote Point) Retrieve personal P&C policies including policy details, declaration pages, claims history, and more. DecSight document upload and parsing Standard form builder Zapier access for connecting with Microsoft Teams, Hubspot, Agency Elephant, and more. Drop-in group onboarding and training. Show More
Quandri Pricing	Contact UsPer Month	Automatically analyze renewing policies Ai-generated personalized renewal emails Automated requoting

Various alternatives pricing & plans

Pricing information for the above various WorkSmart alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

WorkSmart Pricing Reviews

(2)

Verified User in Insurance

Mid-Market (51-1000 emp.)

4/14/2026

"Overall our experience has been positive. It would be better if we were able to monitor tasks"

4/5

What do you like best about WorkSmart?

Ease of locating information in comparison to 360. Review collected by and hosted on G2.com.

What do you dislike about WorkSmart?

We are not a huge fan of BPR, and frustrated that the new reporting comes with a large price. Review collected by and hosted on G2.com.

Zila R.

Systems Administrator

Mid-Market (51-1000 emp.)

4/14/2026

"Efficient Task Management, Needs Enhanced Reporting"

3.5/5

What do you like best about WorkSmart?

I find WorkSmart really effective for managing tasks, as it allows me to easily track my current workload through my To Do List, file related documents, and keep all related correspondence organized. I also like how I can add notes and reply to emails directly from within WorkSmart, which makes my workflow smoother. The initial setup was fairly easy once I understood the different sections. Review collected by and hosted on G2.com.

What do you dislike about WorkSmart?

I would like to see improvements on reporting. Where we could run basic reports by document or file attributes instead of just by tasks in an interface that’s easy to use. Review collected by and hosted on G2.com.