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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 Applied Epic?

The management system of your agency serves as its essential backbone, crucial for overseeing every facet of your operations while promoting growth. Is Applied Epic®—the leading management platform globally—your solution? It provides a comprehensive overview of your agency’s various roles, locations, and business lines, encompassing both property and casualty as well as benefits. Our Applied Epic software is browser-based, enabling your team to swiftly access important data and streamline software management. Your agency can thrive on a system that automates backend processes, maintains connectivity for your sales team, and integrates effortlessly with technologies for customer service and insurance connectivity. By offering employees a straightforward and user-friendly experience, they can easily view account and policy details, request quotes, file claims, and handle renewals—all in just a few clicks. This efficiency not only enhances productivity but also allows your agency to respond more effectively to client needs.

Media

Media

Integrations Supported

Applied Mobile
BenefitPoint
Clarity Wave
Formstack
Microsoft Outlook
MyCarePlan
Pathway Insurance Software
Sagitta
Sonant
Vertafore AMS360
vBots

Integrations Supported

Applied Mobile
BenefitPoint
Clarity Wave
Formstack
Microsoft Outlook
MyCarePlan
Pathway Insurance Software
Sagitta
Sonant
Vertafore AMS360
vBots

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Vertafore

Date Founded

1969

Company Location

United States

Company Website

www.vertafore.com/products/worksmart

Company Facts

Organization Name

Applied Systems

Date Founded

1983

Company Location

United States

Company Website

www.appliedsystems.com

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Claims Management

CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

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