WorkSmart gives agencies a comprehensive view of their workflows
“Vertafore’s WorkSmart enabled us to provide additional support both onsite and remotely to share the workload, give some relief to local staff, and meet our customers’ needs.”
Jim Dahoney, SVP, CIO, Marshall & Sterling Insurance, Inc.
Get more done with WorkSmart
The leading enterprise content management solution—designed specifically for insurance professionals.
Workflows
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Get more work done with WorkSmart’s best practice workflows designed specifically for independent agencies.
- Start working right away with our modern, intuitive interface.
- Design work processes that make sense for your agency.
- Use built in Big "I" best-practice workflows specifically designed for agency departments.
Dashboards
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Work process dashboards:
- Analyze how and when your work is getting done.
- Monitor the flow of tasks and figure out where the bottlenecks are.
- Equalize and balance tasks and assignments to support your staff.
- Drill down into your data with endless filter configurations.
Document management
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- Work with file configurations that just make sense.
- Store documents where everyone can find them.
- Route and edit documents in real time to end bottlenecks.
Protection and Integration
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- Use Vertafore Single Sign-on (VSSO) to log into all Vertafore products.
- Verify authorized users using Multi-Factor Authentication (MFA).
- Configure users’ access to data and information with permission controls.
- Integrate with Microsoft, Adobe, and other business critical tools using robust APIs.
- Relax knowing your information is current, compliant, and secure with automatic version updates.
- Use Vertafore Single Sign-on (VSSO) to log into all Vertafore products.
- Verify authorized users using Multi-Factor Authentication (MFA).
- Configure users’ access to data and information with permission controls.
- Integrate with Microsoft, Adobe, and other business critical tools using robust APIs.
- Relax knowing your information is current, compliant, and secure with automatic version updates.