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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Agency Master is an advanced software solution designed specifically for managing insurance agencies in sectors such as trucking, equine, aviation, general commercial, and specialty lines. Whether utilized through the cloud or installed locally, Agency Master facilitates a completely paperless office environment and offers robust features that encompass workflow management, certificate processing, accounting functions, ACORD and company-specific forms, integrated email communication, comprehensive reporting, carrier access, historical data tracking, and additional functionalities. With its user-friendly toolbar and organized task list, Agency Master equips agencies with all the essential tools required for efficient client management and operational excellence. This innovative software aims to streamline processes, enhance productivity, and ultimately improve the overall client experience for agencies across various industries.

Description

WorkSmart is an advanced content and workflow management solution tailored for insurance agencies by Vertafore. This platform empowers agencies to enhance their operational efficiency while handling substantial workloads by offering a detailed overview of their workflows. Featuring a contemporary interface, WorkSmart simplifies tasks for employees through its user-friendly and intuitive design. It incorporates best practice workflows and essential integrations, enabling teams to accomplish more in a shorter amount of time. Additionally, WorkSmart facilitates remote collaboration on workflows, allowing agencies to respond to customer needs swiftly. The system also delivers valuable insights into operational efficiencies and identifies potential bottlenecks, enabling agencies to refine their processes effectively. With a strong focus on data security and regular software updates, WorkSmart ensures that agencies can work with confidence. Furthermore, it seamlessly connects with Vertafore’s AMS360, Sagitta, and BenefitPoint management systems, thereby aligning tasks with the expertise of the staff and enhancing overall productivity. This comprehensive approach ultimately leads to improved client satisfaction and agency performance.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

BenefitPoint
Microsoft Outlook
Sagitta
Vertafore AMS360

Integrations

BenefitPoint
Microsoft Outlook
Sagitta
Vertafore AMS360

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Agency Master Insurance Software

Founded

1995

Country

United States

Website

www.agencymaster.net

Vendor Details

Company Name

Vertafore

Founded

1969

Country

United States

Website

www.vertafore.com/products/worksmart

Product Features

Commercial Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

Insurance Agency

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

Product Features

Insurance Agency

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

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