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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 Aspire?

We lead the way in delivering sophisticated management software solutions tailored for insurance agencies. Our goal is to create cutting-edge applications and outstanding services that enable our clients to excel beyond their rivals. This results in heightened customer satisfaction, greater profitability, and lower operational costs for their enterprises. Our flagship offering, an all-encompassing and affordable insurance CRM software, is specifically designed to meet the demands of modern insurance agencies and distinguishes itself in the competitive landscape. Dubbed "Aspire," this software is the result of collaboration between experts with deep knowledge in both the insurance industry and software development. As a result, our clients gain access to innovative and exceptional features in insurance agent software that are unrivaled by other providers. Additionally, our insurance agency management software is designed to be cutting-edge and intuitive, allowing insurance agencies to streamline their operations while remaining ahead of industry trends. Clients utilizing our solutions can expect a remarkable evolution in their operational processes and overall success, leading to a more prosperous future in the insurance market.

Media

Media

Integrations Supported

BenefitPoint
Sagitta
Vertafore AMS360

Integrations Supported

BenefitPoint
Sagitta
Vertafore AMS360

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$129 per month
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

Impowersoft

Date Founded

2007

Company Location

United States

Company Website

www.impowersoft.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

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