WorkSmart Integrations

Discover the advantages of an insurance solution tailored specifically to the distinct challenges faced by your business. Unlike the traditional property and casualty (P&C) market, your benefits business encounters unique obstacles that require a dedicated management system designed to foster growth in an ever-evolving healthcare environment. Rather than conforming to an outdated P&C framework, your system should be customized to address the specific needs of your benefits operations. To gain insights into BenefitPoint, take a moment to watch this brief video. BenefitPoint is a specialized management platform created for agencies and brokers with substantial benefits operations, where conventional P&C systems can lead to revenue loss and client dissatisfaction. By pinpointing discrepancies in payments, offering adaptable workflows for fluctuating plans and enrollments, and utilizing plan benchmarking, BenefitPoint equips agencies to effectively manage the peculiarities of a benefits business. This innovative solution not only helps you enhance revenue and profitability but also strengthens customer loyalty, ensuring your agency thrives in a competitive market. Embrace the tools that will support your growth and position you as a trusted advisor in the benefits landscape.

AMS360 serves as the essential management system that underpins your independent agency's operations. Integrated within Vertafore’s premier platform, this system empowers agencies to enhance their growth trajectories and increase profitability. By optimizing workflows, it facilitates better renewals and customer retention while simultaneously attracting new clients, leading to heightened employee efficiency and an exceptional customer journey. Save valuable time on financial management with tailored solutions that cater to your specific requirements. Timely notifications keep you informed about upcoming renewals and potential rate hikes, thereby supporting higher retention rates. The integration of the agency-carrier process via TransactNOW allows you to devote more attention to your clients. With a single sign-on feature, accessing all your Vertafore solutions becomes effortless, eliminating the hassle of managing multiple credentials. Furthermore, a comprehensive set of APIs enables seamless application integrations with AMS360, offering enhanced functionality for your agency's needs. This combination of features not only simplifies operations but also positions agencies for sustained success in a competitive market.

Introducing the comprehensive agency management platform tailored for your insurance enterprise. As you expand either through organic growth or acquisitions, the requirements for a large organization like yours significantly differ from those of smaller, independent agencies. Sagitta offers a specialized insurance solution that accommodates your enterprise demands, facilitating swift growth whether through acquisitions or conventional avenues. Additionally, it caters to your intricate and specialty lines of business, ensuring seamless operations. Experience flexibility at both the user and departmental levels, empowering your agency to operate in a manner that aligns with your unique business model. With advanced accounting and financial features, you can effectively address the specific needs of your agency, ultimately saving valuable time. Furthermore, you can manage access to sensitive information on a user-by-user basis, guaranteeing the security of your data while promoting a culture of accountability. This robust system not only enhances productivity but also positions your agency for future success.