--- title: WorkSmart Reviews meta_title: 'WorkSmart Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 25 reviews by the users' company size, role or industry to find out how WorkSmart works for a business like yours. aggregate_rating: rating_value: 4.1 review_count: 25 scale: '5' date_modified: '2026-07-24' parent_category: name: Insurance url: https://www.g2.com/categories/insurance --- # 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 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. ## WorkSmart Pros & Cons **What users like:** - Users value the **ease of use** in WorkSmart, highlighting efficient document management and streamlined workflows. (4 reviews) - Users value the **workflow efficiency** of WorkSmart, highlighting significant time savings and improved document management. (3 reviews) - Users appreciate the **organization features** of WorkSmart, highlighting easy document retrieval and a user-friendly interface. (2 reviews) - Users value the **comprehensive information** provided by WorkSmart, making it easier to locate essential details efficiently. (1 reviews) - Users love the **download efficiency** of WorkSmart, allowing easy viewing of documents without extra tabs. (1 reviews) - Users appreciate the **efficiency of workflows** in WorkSmart, significantly enhancing productivity for support staff. (1 reviews) - Time Saving (1 reviews) - Users appreciate the **user-friendly UI** of WorkSmart, which enhances organization and overall visual appeal. (1 reviews) **What users dislike:** - Users find the **steep learning curve** challenging, requiring additional training and frequent reinstallation for optimal performance. (3 reviews) - Users find the **initial configuration process complex** , leading to challenges before experiencing smoother usage afterward. (2 reviews) - Users face **connectivity issues** with WorkSmart, requiring frequent reinstallation and admin training for effective use. (1 reviews) - Users report **workflow inefficiency** , experiencing duplicate efforts that hinder productivity and complicate processes. (1 reviews) - [View WorkSmart pricing details and edition comparison](https://www.g2.com/products/worksmart/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-03+03%3A10%3A36+-0500&secure%5Bsession_id%5D=46643970-cdef-44a3-81fd-014beceb7a03&secure%5Btoken%5D=8a8f4c42921a0469dd016df61e77a7641bd178d93c7f5bbd0efc5ebb5540bd39&format=llm_user) ## Top WorkSmart Alternatives - [Indio](https://www.g2.com/products/indio/reviews) - 4.5/5.0 (129 reviews) - [Quandri](https://www.g2.com/products/quandri/reviews) - 4.4/5.0 (38 reviews) - [leO](https://www.g2.com/products/leo-leo/reviews) - 4.6/5.0 (33 reviews)