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What is WorkSmarter?

Join the ranks of over 3,600 organizations that are transforming their workforce with WorkSmarter’s cloud-based HR solutions, specifically crafted for growing businesses by seasoned HR professionals. Our expertise lies in understanding your needs, as WorkSmarter is the brainchild of a dedicated team composed of experienced entrepreneurs, legal advisors, and human resources specialists. You can feel confident knowing that our software guarantees adherence to the complex and ever-changing HR regulations. Utilizing advanced technology and industry-leading practices, our platform simplifies the submission and review of vacation requests through an intuitive calendar, offering full visibility into employee absences. Stay updated with prompt notifications and actionable insights about changes in UK HR laws that may affect your operations. Keep track of employee absenteeism across different departments to spot trends and reasons behind frequent absences in your organization. Effectively communicate vital announcements to key personnel, complete with an audit trail to monitor who accessed the information and when. In addition, maintain detailed records of employee training sessions, providing reminders and copies as necessary to ensure that your team's growth remains a top priority. This comprehensive strategy for HR management cultivates a more engaged, compliant, and productive workplace environment. Enhancing your HR processes with WorkSmarter not only streamlines operations but also empowers your workforce to thrive.

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.

Media

Media

Integrations Supported

Amazon Web Services (AWS)
BenefitPoint
Dropbox
GitHub
Google Cloud Platform
Google Drive
Google Workspace
Jira
LinkedIn
Microsoft 365
PostgreSQL
Sagitta
Salesforce
Slack
Trello
Vertafore AMS360
WhatsApp
Zapier

Integrations Supported

Amazon Web Services (AWS)
BenefitPoint
Dropbox
GitHub
Google Cloud Platform
Google Drive
Google Workspace
Jira
LinkedIn
Microsoft 365
PostgreSQL
Sagitta
Salesforce
Slack
Trello
Vertafore AMS360
WhatsApp
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$2.88 per month
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

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

WorkSmarter

Date Founded

2017

Company Location

United Kingdom

Company Website

worksmarter.co.uk

Company Facts

Organization Name

Vertafore

Date Founded

1969

Company Location

United States

Company Website

www.vertafore.com/products/worksmart

Categories and Features

Absence Management

Analytics/Reporting
Approval Process Control
Attendance Tracking
Calendar Management
Compliance Management
Employee Database
Employee Scheduling
Leave Policy Management
Notifications/Alerts
Overtime Management
Role-Based Permissions
Time Off Management
Timesheet Management

Human Resources

360 Degree Feedback
Applicant Tracking
Attendance Management
Benefits Management
Career Development Planning
Compensation Management
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Payroll Management
Performance Management
Recruiting Management
Self Service Portal
Succession Planning
Time & Attendance Management
Time Off Management
Timesheets
Training Management

Categories and Features

Insurance Agency Management

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

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