# WorkSmart Reviews **Vendor:** Vertafore **Category:** [Other Insurance Software](https://www.g2.com/categories/other-insurance) **Average Rating:** 4.1/5.0 **Total Reviews:** 25 ## About WorkSmart WorkSmart® is an enterprise content management solution designed by insurance professionals for insurance agencies. WorkSmart is designed to easily integrate with an agency management system to provide maximum visibility and efficiency by freeing up task capacity through workflows that streamline agency processes. It uses file-based document management and Big “I” best practice workflows to get the right work to the right person at the right time. Easy-to-use advantages · Stay flexible. WorkSmart’s cloud-based platform 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 right away 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 tools through APIs. Integrations with other Vertafore® products AMS360®, Sagitta®, and BenefitPoint® make it easy to find and share information without switching programs. Business intelligence features · Track work. WorkSmart helps users understand where processes work and where the bottlenecks are by showing the flow of tasks in real time. · Work process dashboards. Analyze how and when your work is getting done. Filter configurations help users drill down into business data and make informed strategic decisions. · Manage workloads. Equalize and balance tasks and assignments to support your staff and make sure they are used effectively. Managers are empowered to improve performance 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 the peace of mind that information is current, compliant, and secure with automatic version updates. ## WorkSmart Pros & Cons **What users like:** - Users love the **quick document viewing** feature in WorkSmart, enhancing efficiency without extra clicks or tabs. (1 reviews) - Users value the **effective organization capabilities** of WorkSmart, highlighting its appealing design and user-friendly interface. (1 reviews) - Users appreciate the **user-friendly UI** of WorkSmart, finding it visually appealing and helpful for organization. (1 reviews) **What users dislike:** - Users experience **connectivity issues** with frequent breaks, requiring reinstalls and additional training for effective use. (1 reviews) - Users face a significant **learning curve** with WorkSmart, requiring extensive training and causing frequent connectivity issues. (1 reviews) - Users experience **workflow inefficiency** with WorkSmart, facing duplicate tasks that hinder productivity and effectiveness. (1 reviews) ## WorkSmart Reviews ### 1. Efficient Task Management, Needs Enhanced Reporting **Rating:** 3.5/5.0 stars **Reviewed by:** Zila R. | Systems Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **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. **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. **What problems is WorkSmart solving and how is that benefiting you?** WorkSmart helps with document management and provides a solid workflow solution. It makes it easy to track tasks, file documents, add notes, and handle related correspondence directly, streamlining my workload effectively. ### 2. Streamlined Workflow Management with Room for Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Terry B. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about WorkSmart?** I like WorkSmart's ability to create workflows from documents, which allows us to place a document in a customer file and create a workflow from that document. This feature ensures that all personnel are working within the same procedure parameters set by the workflow, creating uniform workflows across tasks and improving our organization. **What do you dislike about WorkSmart?** Could use some better reporting off from the tasks, looking forward to being able to interact with AI for reporting **What problems is WorkSmart solving and how is that benefiting you?** I use WorkSmart to create uniform workflows, allowing all personnel to work within the same procedure parameters by placing documents into customer files and generating workflows from them. ### 3. Refined Document Management, Great Workflow Capabilities **Rating:** 4.5/5.0 stars **Reviewed by:** Robert T. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about WorkSmart?** I like using WorkSmart for document management and workflows. It serves as a digital filing cabinet, allowing me to organize all the documents for a client in one location. I appreciate being able to work creatively to guide documents to where they need to go and create tasks to work through processes. Additionally, I enjoy being able to affect change with the workflows. **What do you dislike about WorkSmart?** Feature parity between desktop and browser **What problems is WorkSmart solving and how is that benefiting you?** I use WorkSmart to manage documents and workflows, solving organization issues by keeping all client documents in one location. It lets me creatively guide documents and create tasks to streamline processes. ### 4. Streamlined Agent Management with WorkSmart **Rating:** 5.0/5.0 stars **Reviewed by:** Natalie S. | Vice President, Executive Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about WorkSmart?** I like WorkSmart for its layout and ease of transferring business between employees. The task views are handy, and the management reports help me see who is too busy or has the capacity to help. I find the simplified and consistent process and the ease of finding documents particularly useful. The initial setup was very involved, but I appreciated the good team support that helped make it smoother. **What do you dislike about WorkSmart?** Easier to edit workflows or add workflows as needs evolve. **What problems is WorkSmart solving and how is that benefiting you?** I use WorkSmart for all agent management and workflows. It simplifies and standardizes processes, making it easier to find documents. ### 5. Easy Document Management, But Needs Speed Boost **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa B. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about WorkSmart?** I like how easy the file tree is in WorkSmart. It makes filing documents and tasks much simpler. I also appreciate being able to locate items quickly using the info tab and enjoy how WorkSmart breaks down the folder structure by year and policy. The initial setup was easy with no issues, and I highly recommend it with a perfect score of 10. **What do you dislike about WorkSmart?** The speed can be slow and exporting large documents are slow. **What problems is WorkSmart solving and how is that benefiting you?** WorkSmart makes finding documents easy and managing daily tasks more controlled by breaking down folders into years and policies. ### 6. Effortless Navigation with Essential Features **Rating:** 5.0/5.0 stars **Reviewed by:** Jen W. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about WorkSmart?** I like the search feature for previously added information and the filing system for important information and documents in WorkSmart. It's really helpful for seeing the history of policy and client activity, which allows me to best serve clients. The setup and use of WorkSmart was easy to navigate, which is a big plus. **What do you dislike about WorkSmart?** nothing at this time. **What problems is WorkSmart solving and how is that benefiting you?** I use WorkSmart to document client communications and policy activities. The search feature and filing system help me see the history of policy and client activity, which is great for serving clients better. ### 7. Usability Shines Despite Setup Challenges **Rating:** 4.0/5.0 stars **Reviewed by:** Lisa G. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about WorkSmart?** I like WorkSmart for its usability and the ability to drag and drop to move stuff around. I also find the preview pane helpful. Email from IR is helpful **What do you dislike about WorkSmart?** I dislike the email function. Large files can't be added; 35 megabytes is the limit. The initial setup was difficult. **What problems is WorkSmart solving and how is that benefiting you?** I use WorkSmart for data storage and workflows. It solves our need for a more reliable data storage system. ### 8. Efficient Document Management with Workflow Bliss **Rating:** 0.0/5.0 stars **Reviewed by:** Kathy C. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2026 **What do you like best about WorkSmart?** I like WorkSmart's ease of use and the auto file functions. It's nice that our communications are automatically filed, which saves us a lot of time. **What do you dislike about WorkSmart?** I find the email receivers lacking in customization and the ability to read emails and file them correctly. **What problems is WorkSmart solving and how is that benefiting you?** I use WorkSmart to streamline passing workflows between employees, ensuring work continuity. It automatically files communications, saving us a lot of time. ### 9. Challenging Setup, Lacks Modern Features **Rating:** 0.5/5.0 stars **Reviewed by:** missy b. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about WorkSmart?** I like WorkSmart for its ease of use, and I find it helpful for handling documents and storage. **What do you dislike about WorkSmart?** I don't like that WorkSmart feels clunky. The initial setup took more time than expected and I feel it needs updating. The old programming aspect is problematic and it seems like it requires an upgrade. **What problems is WorkSmart solving and how is that benefiting you?** I use WorkSmart for document storage. ### 10. Streamlined Workflows with Stellar Onboarding Support **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa I. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about WorkSmart?** I really appreciated our amazing experience with Ryan Houston as our trainer when we started using WorkSmart. I like the document management and workflows. I also enjoy how well the email servers work with WorkSmart. **What do you dislike about WorkSmart?** sometimes moving content from AMS to IR is cumbersome **What problems is WorkSmart solving and how is that benefiting you?** WorkSmart helps with workflows and documents, and I like its document management and workflow capabilities. ### 11. Seamless Integration, Effortless Organization **Rating:** 5.0/5.0 stars **Reviewed by:** Mason B. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about WorkSmart?** I like the integration feature of WorkSmart. It really helps stay organized by creating the Imageright file automatically when we create an AMS customer. The initial setup was easy, which added to the seamless experience. **What do you dislike about WorkSmart?** Sometimes it does not sync **What problems is WorkSmart solving and how is that benefiting you?** WorkSmart helps me stay organized by creating the ImageRight file automatically when we create an AMS customer. ### 12. Easy Document Organization by Type—Less Reliance on Naming Conventions **Rating:** 3.5/5.0 stars **Reviewed by:** Rachel . | Enterprise (> 1000 emp.) **Reviewed Date:** April 15, 2026 **What do you like best about WorkSmart?** I really like how you can organize your documents by document type without having to rely heavily on a strict naming convention. **What do you dislike about WorkSmart?** The reporting capabilities are lacking. When trying to run reports, the data is not always accurate. **What problems is WorkSmart solving and how is that benefiting you?** We have a workflow for marketing that allows us to track carrier responses which is super helpful. ### 13. Effortless Document Management and Easy Retrieval **Rating:** 4.0/5.0 stars **Reviewed by:** Danielle S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about WorkSmart?** I like how easy it is to find what I need with WorkSmart. It's great that I'm able to upload other documents needed. The initial setup was great with assistance. **What do you dislike about WorkSmart?** nothing at this time **What problems is WorkSmart solving and how is that benefiting you?** I find WorkSmart provides one place for storing all documents, making it easy to find what I need. ### 14. Streamlines Workflow with Extensive Functionality **Rating:** 5.0/5.0 stars **Reviewed by:** Josean D. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about WorkSmart?** I like WorkSmart for its multiple functionality and the standardization it brings in workflows, where everybody knows the tasks that need to be completed. **What do you dislike about WorkSmart?** Email receivers and workflow configurations **What problems is WorkSmart solving and how is that benefiting you?** WorkSmart helps with document management, organization, and standardizing workflows so everyone knows their tasks. ### 15. Effortless Document Organization, Needs Better Integrations **Rating:** 4.0/5.0 stars **Reviewed by:** Pitsucha S. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about WorkSmart?** I like the way WorkSmart organizes the files. The workflow feature is also something I find valuable. **What do you dislike about WorkSmart?** I find the integrations with third-party tools lacking in WorkSmart. **What problems is WorkSmart solving and how is that benefiting you?** I use WorkSmart for organized documents, reducing paper copies. I like how it organizes the files. ### 16. Overall our experience has been positive. It would be better if we were able to monitor tasks **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about WorkSmart?** Ease of locating information in comparison to 360. **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. **What problems is WorkSmart solving and how is that benefiting you?** Allows us to quickly find information ### 17. Worksmart Transition is a heavy lift **Rating:** 2.5/5.0 stars **Reviewed by:** John H. | Director of systems and technology, Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2025 **What do you like best about WorkSmart?** It has some abilities to be organized. Looks good and has a user friendly UI. **What do you dislike about WorkSmart?** connect breaks frequently needs to be deleted and reinstalled. There is a huge lift to get this up and running. Followup training is needed once people understand how it works. We had numerous issues with Synching. Cannot recommend enough getting admin training for your admins. We have not seen any efficiency gains in one year. **What problems is WorkSmart solving and how is that benefiting you?** It has created more than it has solved. ### 18. Great way to see and pull documents on an account quickly **Rating:** 4.0/5.0 stars **Reviewed by:** Ashley S. | Personal Lines Manager, CISR, Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2025 **What do you like best about WorkSmart?** I enjoy how you can view documents once attached without having to open another tab and then clicking the link for the attachment to open in another window! **What do you dislike about WorkSmart?** Some down time and for certain workflows/processes, feels as though you can be doing duplicate and triple workload for one account/work flow. **What problems is WorkSmart solving and how is that benefiting you?** There is ease of use in many factors, especially document retention and being able to pull documents more quickly ### 19. Worksmart is a great product, easy to learn, train and find information **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa H. | VP Insurance Services and Account Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 22, 2024 **What do you like best about WorkSmart?** Having everything in one place according to policy term. Makes it so much easier to find information. **What do you dislike about WorkSmart?** There is really nothing that I dislike about the product **What problems is WorkSmart solving and how is that benefiting you?** Work efficiencies and ease of finding informaion ### 20. Endlessly Capable & Massively Customizable **Rating:** 4.5/5.0 stars **Reviewed by:** Melyssa M. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2024 **What do you like best about WorkSmart?** The options are endless with programming functionality in Worksmart! **What do you dislike about WorkSmart?** Administrating and training is complex to work through for initial configuration issues, but once all is set it is much smoother. **What problems is WorkSmart solving and how is that benefiting you?** Creating continuity in our workflows and transparency of tasks throughout our organization would be impossible without Worksmart. While we're still newish to the system, I believe that this will be hugely beneficial for our staff and audit processes in the long run. ### 21. Worksmart is Life Changing! **Rating:** 5.0/5.0 stars **Reviewed by:** Kathleen C. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2024 **What do you like best about WorkSmart?** How it streamlines our workfolow and saves us hours a day! **What do you dislike about WorkSmart?** The fact that we have to hop back and forth from AMS360 to Imageright **What problems is WorkSmart solving and how is that benefiting you?** It is making our workflows more uniformed and gives us the ability to pass work back and forth between staff effortlessly ### 22. We love Imageright! **Rating:** 5.0/5.0 stars **Reviewed by:** Taylor N. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2024 **What do you like best about WorkSmart?** The ease of document management and workflow **What do you dislike about WorkSmart?** There is nothing that I dont love about Imageright, the web version is far better than desktop! **What problems is WorkSmart solving and how is that benefiting you?** the workflow process and doc management ### 23. Worksmart - The way to go if you are a Vertafore user! **Rating:** 5.0/5.0 stars **Reviewed by:** Natalie D. | Enterprise (> 1000 emp.) **Reviewed Date:** April 03, 2024 **What do you like best about WorkSmart?** Ease of use and the efficiencies the workflows bring to the support staff. **What do you dislike about WorkSmart?** It shoulnt be an add on - include it with everything! **What problems is WorkSmart solving and how is that benefiting you?** Consistency in workflows ### 24. Organization **Rating:** 5.0/5.0 stars **Reviewed by:** Diane S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 03, 2024 **What do you like best about WorkSmart?** Organization easy to find documents thank you **What do you dislike about WorkSmart?** Hard to learn takes too long to teach the survey is too long **What problems is WorkSmart solving and how is that benefiting you?** keeps us organized enjoy it ### 25. Used with image right **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** November 30, 2021 **What do you like best about WorkSmart?** We yse this with image right and it makes integrating information between the two platforms easy **What do you dislike about WorkSmart?** Sometimes there is a issue with the connection and the link doesnt work between the two platforms **What problems is WorkSmart solving and how is that benefiting you?** Helps us go back and forth in image right and ams 360 - [View WorkSmart pricing details and edition comparison](https://www.g2.com/products/worksmart/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+07%3A21%3A25+-0500&secure%5Bsession_id%5D=ce3e9a56-752d-4726-8aeb-27f99e8b8bd0&secure%5Btoken%5D=14d04fee3370bffc14922ba9a23accd8bd2ddb0aceed5adf16c3381086ad9adc&format=llm_user) ## Top WorkSmart Alternatives - [Indio](https://www.g2.com/products/indio/reviews) - 4.6/5.0 (127 reviews) - [leO](https://www.g2.com/products/leo-leo/reviews) - 4.6/5.0 (33 reviews) - [Applied CSR24](https://www.g2.com/products/applied-csr24/reviews) - 4.3/5.0 (21 reviews)