The right work, to the right people, at the right time.

Operating efficiently can be difficult when your employees are managing large volumes of work. To put your customers first and increase profitability, you need to align work with your staff's areas of specialty and manage documents in an insurance-specific way. Watch this short video to learn more about how WorkSmart makes agencies more efficient.

WorkSmart, the leading enterprise content management solution — designed specifically for insurance professionals — helps your team get more done every day. WorkSmart gives your agency the security and flexibility you need to serve your entire workforce — from home to office and anywhere in between. 

WorkSmart customers ...

Save up to 4 hours weekly per Client Service Representative (CSR) from workflow improvements 

See a 33% increased capacity for policy services  

Increase revenue by an average of 18% per employee 

Available anytime, anywhere

  • Collaborate on workflows remotely—from home, the office, or in the field
  • Service customers quickly with policy and claim information at your fingertips

Reduce clicks and streamline workflows

  • Modern, user-friendly interface
  • Integrate directly with Vertafore management systems: AMS360, Sagitta, and BenefitPoint
  • Easily navigated, real-time tracking, and streamlined workflows

Built for insurance professionals, by insurance professionals

  • File-centric document management
  • Big "I” best-practice workflows built in
  • Insurance-focused roadmap

Secure and IT Administrator friendly

  • Automatic version upgrades and enhancements keep you current, compliant, and secure
  • Vertafore Single Sign-on (VSSO) and multi-factor authentication enabled
  • Centralized console, advanced permission controls, and streamlined deployment
  • Robust APIs so you can integrate additional business critical tools

“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.

See WorkSmart in action

Check out our product demo to see how WorkSmart can save your CSRs time, elevate capacity for policy services, increase revenue, and more. 


Fearless modernization

Whether it’s from agency consolidation, increased client and employee expectations for a more modern experience, or snowballing data, independent agencies are feeling the pressure to change. And then there’s the ever-increasing array of one-off technologies and tools that all promise better, faster, easier.
So how do you choose the strategies and InsurTech that really will serve the needs of your business and customers today, and keep you ahead of the competition tomorrow? The key is integrated solutions that really work for you—and that work together.

Get in touch with us

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A Vertafore representative will be reaching out to you shortly to discuss WorkSmart.
In the meantime, check out some of the resources we offer for growing businesses.