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ease
features
design
support

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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.

Description

Join over 3,600 organizations that are enhancing their workforce with WorkSmarter's cloud-based HR software, designed specifically for expanding businesses by professionals in human resources. Understanding your priorities is our forte, as WorkSmarter is developed by a dedicated team of seasoned entrepreneurs, legal specialists, and HR experts. You can have peace of mind knowing that our software ensures compliance with the intricate and constantly evolving HR regulations. Built utilizing cutting-edge technology and industry best practices, our platform allows for straightforward submission and review of holiday requests through an easy-to-navigate calendar, providing complete visibility of employee absences. Stay informed with timely updates and actionable insights regarding any modifications to UK HR legislation. Monitor employee absenteeism across various departments to identify patterns and reasons for frequent absences within your organization. Communicate important announcements to essential personnel, complete with an audit trail to track who has accessed the information and when. Additionally, maintain comprehensive records of employee training sessions and provide reminders along with copies whenever needed, ensuring that your staff's development is always a priority. This holistic approach to HR management enables businesses to foster a more engaged and compliant workplace.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

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

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

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$2.88 per month
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

Vertafore

Founded

1969

Country

United States

Website

www.vertafore.com/products/worksmart

Vendor Details

Company Name

WorkSmarter

Founded

2017

Country

United Kingdom

Website

worksmarter.co.uk

Product Features

Insurance Agency

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

Product 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

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