Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
We are at the forefront of providing software solutions for insurance agency management. Our primary objective is to deliver state-of-the-art applications and creative services that empower our clients to elevate their businesses and gain a competitive advantage. What does this imply for your organization? In essence, it translates to enhanced customer satisfaction, boosted profit margins, and reduced operational expenses. Our offering includes a robust and affordable CRM software designed specifically for the needs of contemporary insurance agencies. Dubbed “Aspire,” our insurance agency management software is a product of synergistic efforts from professionals with expertise in both the insurance sector and software engineering. Consequently, our clients benefit from pioneering features in insurance agent software that are exclusive to us. Furthermore, our management software is designed to be not only cutting-edge but also user-friendly, making it an ideal choice for insurance agencies seeking efficiency and effectiveness. This combination of innovation and simplicity ensures that our clients can thrive in a competitive landscape.
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
Integrations
BenefitPoint
Sagitta
Vertafore AMS360
Pricing Details
$129 per month
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
Impowersoft
Founded
2007
Country
United States
Website
www.impowersoft.com
Vendor Details
Company Name
Vertafore
Founded
1969
Country
United States
Website
www.vertafore.com/products/worksmart
Product Features
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