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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 ImageRight?

ImageRight enables insurance providers to achieve superior operational performance in claims, underwriting, and distribution by delivering cutting-edge content management and workflow solutions specifically designed for the insurance industry. The introduction of ImageRight 7 has fundamentally enhanced the user experience, allowing organizations to function with increased agility, efficiency, and productivity. We are confident that integrating ImageRight 7 into your operations will dramatically transform your business processes for the better. You can be assured that ImageRight is regularly updated to adhere to the most stringent security and compliance standards. Improve your efficiency in underwriting and claims processing through streamlined workflows that reduce the number of clicks required and simplify overall processes. Our revamped user-friendly interface grants you access to ImageRight from anywhere at any time, offering both convenience and flexibility. Furthermore, by leveraging Vertafore Hosting powered by Amazon Web Services, you can ease the burden on your IT team and decrease your total cost of ownership with a dependable and scalable business solution. This holistic strategy not only enhances operational workflows but also strategically positions your organization for continued growth and success in the future. Embracing these advancements will ensure that your organization remains competitive in a rapidly evolving industry landscape.

Media

Media

Integrations Supported

BenefitPoint
Sagitta
Terra
Vertafore AMS360

Integrations Supported

BenefitPoint
Sagitta
Terra
Vertafore AMS360

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

Vertafore

Date Founded

1969

Company Location

United States

Company Website

www.vertafore.com/products/imageright

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

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

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