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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 GreenWave?

We proudly present the only commission management system tailored specifically for enterprise-level needs within the Insurance industry. With an impressive track record spanning over thirty years in both technology and insurance, he has dedicated himself and his organization to enhancing client growth through cutting-edge technology and exceptional service. For nearly two decades, our team has meticulously analyzed commission workflows, working hand-in-hand with executives like CEOs, COOs, and commission personnel from a diverse range of insurance agencies, BGAs, and IMOs. During this time, we have discovered that growth-oriented agencies, including yours, frequently encounter typical challenges associated with the commission process. These challenges can create significant bottlenecks, stifle growth, and result in lost profitability opportunities. In 2000, he founded a company named SPI Software Solutions, which later transformed into GreenWave, focused on providing software and consulting solutions across various sectors, including banking, finance, insurance, manufacturing, and law enforcement. Our deep-rooted expertise positions us uniquely to assist insurance agencies in overcoming these hurdles and achieving success in a competitive landscape. Our commitment to innovation ensures that we continue to evolve alongside the ever-changing needs of the industry, paving the way for a prosperous future for our clients.

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

$55 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

GreenWave

Date Founded

2000

Company Location

United States

Company Website

greenwavecommissions.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

Commission

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

Insurance Agency

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

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