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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 Momentum AMP by NowCerts?

Momentum AMP by NowCerts is an AI-powered platform for insurance agencies that combines agency management, automation, communication, lead generation, premium finance, rating, staffing, and AI tools into one unified system. The company began as NowCerts in 2009 with a focus on creating an intuitive, secure, and affordable agency management solution. After merging with Insurance Gig in 2023 and rebranding as Momentum in 2024, the company expanded its technology with integrated data, advanced APIs, automated workflows, and real-time insights. Momentum AMS helps agencies manage essential operations such as policy management, billing, claims processing, reporting, client communication, and administrative workflows. Momentum Automation Center integrates with Momentum AMS to automate sales and policy pipelines through emails, texts, tasks, tags, notifications, and stage-specific actions. Momentum Edge supports agency growth through appetite-matched referrals and online visibility tools that help the right clients find the right agencies. Momentum PremFi simplifies premium finance quoting by removing duplicate entry and connecting agencies with finance vendors while supporting existing finance agreements. Momentum Rate helps agencies quote and bind commercial lines faster from within Momentum AMS, while Momentum MAPS provides consultative support for quoting, renewals, compliance, and service workflows. Momentum PROs offers managed bilingual staffing support, Momentum Toolbox provides a suite of AI tools, and Momentum Voice delivers a customizable voice agent for handling calls and client interactions. InsuranceAgency.AI extends the platform with an AI operating system built specifically for independent insurance agencies and designed to work with the software they already use. Momentum AMP helps agencies replace legacy complexity with a connected, scalable, and AI-focused platform that supports stronger efficiency, better client service, and sustainable growth.

Media

Media

Integrations Supported

BenefitPoint
Sagitta
Vertafore AMS360

Integrations Supported

Aline
Call Logic
Certificial
Formstack
Gaya Ai
Gmail
Google Drive
Keap
Pathway Insurance Software
QuickBooks Online
RenewalCompass
Spoke Phone
Twilio
airSlate SignNow

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$49.00/month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
On-Prem

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Vertafore

Date Founded

1969

Company Location

United States

Company Website

www.vertafore.com/products/worksmart

Company Facts

Organization Name

NowCerts

Date Founded

2009

Company Location

United States

Company Website

momentumamp.com

Categories and Features

Categories and Features

AI Insurance

Not specified

Insurance Agency Management

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

Insurance CRM

Not specified

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