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.
Seller
VertaforeLanguages Supported
English
Product Description
WorkSmart helps independent agencies that are busy with complex work to increase productivity with streamlined insurance workflows and secure document management.
Overview by
Vertafore Marketing
