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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

MD Tech Solution’s Digital Contract Management System (DCMS) offers your agency an enhanced way to oversee your contracts effectively. With DCMS, you can avoid the risk of contracts expiring without notice, ensuring that you can consistently deliver the necessary support. Additionally, this system assists in preparing for audits efficiently. Our dedicated development team is ready to provide customized solutions that align perfectly with your agency's needs. The system safeguards essential content while facilitating quicker and better decision-making. By utilizing our integrated case management, workflow, search, and records management features, organizations can effortlessly streamline their business operations, all while having the assurance that they are adhering to regulatory and legal compliance standards. This innovative approach not only enhances operational efficiency but also fosters a culture of accountability within your agency.

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
Sagitta
Vertafore AMS360

Integrations

BenefitPoint
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

MD Tech Solutions

Country

United States

Website

mdtechgo.com

Vendor Details

Company Name

Vertafore

Founded

1969

Country

United States

Website

www.vertafore.com/products/worksmart

Product Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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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