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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 InsurAMS?

InsurAMS is a robust agency management software specifically designed for independent insurance agencies, streamlining daily operations with efficiency. The system features a renewal queue that prioritizes policy renewals according to urgency, thus significantly minimizing the chances of missing important deadlines. Agents can quickly generate certificates of insurance through pre-filled policy information, eliminating cumbersome manual data entry. Furthermore, the platform acts as a centralized repository for client management, providing seamless access to vital records, detailed policy information, and a comprehensive history of client interactions. An integrated activity log meticulously tracks communications, including phone calls, emails, and notes, while the task management functionality enables tasks to be linked directly to specific clients and policies. Additionally, the software provides insightful metrics such as total premiums and detailed analyses by coverage type and insurance carrier, which are invaluable for understanding the agency's portfolio. InsurAMS also ensures an effortless transition by accommodating CSV imports for migrating client and policy data, as well as allowing data exports to retain agency oversight. Agencies can set up the system quickly, making it accessible almost immediately without the burden of extensive training. Its intuitive design further guarantees that even individuals with limited technical skills can use the platform efficiently, fostering a user-friendly experience. This ease of use not only enhances productivity but also empowers agencies to focus on delivering exceptional service to their clients.

Media

Media

Integrations Supported

BenefitPoint
Sagitta
Vertafore AMS360

Integrations Supported

Zapier

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$99/month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / 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

InsurAMS

Date Founded

2026

Company Location

United States

Company Website

insurams.com

Categories and Features

Categories and Features

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