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What is WorkSmart?

WorkSmart is a sophisticated content and workflow management solution specifically designed for insurance agencies by Vertafore. This innovative platform enables agencies to boost their operational efficiency while managing large volumes of work by providing a comprehensive view of their workflows. With its modern interface, WorkSmart makes it easy for employees to navigate tasks thanks to its intuitive and user-friendly design. The platform includes best practice workflows and crucial integrations, allowing teams to achieve more in less time. Moreover, WorkSmart supports remote collaboration on workflows, which helps agencies quickly address customer demands. It also provides important insights into operational efficiencies and highlights potential bottlenecks, empowering agencies to effectively improve their processes. With a strong emphasis on data security and regular software updates, WorkSmart gives agencies the confidence to operate smoothly. Additionally, it integrates seamlessly with Vertafore’s AMS360, Sagitta, and BenefitPoint management systems, aligning tasks with staff expertise to further enhance productivity. This holistic strategy ultimately results in greater client satisfaction and improved agency performance, showcasing the platform's commitment to excellence in workflow management.

What is Agency Anywhere?

With the shift towards remote work for many professionals, Agency Anywhere ACORD Formsâ„¢ stands out as a perfect solution, streamlining the management of ACORD Forms. This innovative tool allows for quick and efficient form completion while providing the flexibility to customize agency management features based on individual requirements, ensuring that you only invest in what you truly need. Users of Agency Anywhereâ„¢ can effortlessly fill out, save, sign, organize, combine, and email ACORD Forms, making the process both simple and effective. The software is designed to empower users to choose and finance only the essential functionalities for their operations, promoting efficiency. As your insurance agency grows, you can incrementally add new features, which aids in saving both time and resources effectively. ACORD Forms are vital standardized documents widely used in the insurance industry, and Choices Software, Inc. has been enhancing their functionality for over thirty years. Governed by standards set by ACORD, these forms ensure uniformity across the sector. This dedication to quality and flexibility positions Agency Anywhere ACORD Formsâ„¢ as an indispensable tool for any insurance agency adapting to the changing dynamics of remote work. In a rapidly evolving industry, having the right tools can significantly impact productivity and client satisfaction.

Media

Media

Integrations Supported

BenefitPoint
Sagitta
Vertafore AMS360

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$75 Semi-Annually

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Vertafore

Date Founded

1969

Company Location

United States

Company Website

www.vertafore.com/products/worksmart

Company Facts

Organization Name

Choices Software

Company Location

United States

Company Website

www.acords.com

Categories and Features

Categories and Features

Insurance Agency Management

Life & Health
Property & Casualty

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