Vertafore Touts Efficiency Advantages of WorkSmart 7

The vendor says latest enhancements to the workflow and document management solution can drive up to an 8 percent improvement in agency efficiency.

(Image source: Vertafore.)

Vertafore (Denver), a provider of distribution-related insurance technology, has announced the release of the next generation of WorkSmart, the vendor’s workflow and document management solution for independent agencies. The latest enhancements are designed to provide substantial time-savings—up to four hours each week per customer service representative (CSR) based on data from early adopters—creating additional bandwidth for agencies to service clients and focus on revenue growth, according to a Vertafore statement.

Vertafore describes WorkSmart 7 as providing a modern, intuitive user experience that automates manual tasks, implements best practices and balances workloads across an agency. Launched on April 23, the latest release includes 15 customer-requested enhancements that the vendor says will enable agencies to get more work done with more consistent results in less time.

James Thom, Chief Product Officer, Vertafore.

Vertafore reports that data it has collected from users shows that, on average, CSRs spend up to 40 percent of their day working on activities such as renewals and customer inquiries, and up to 50 percent of their day searching for tasks, documents and information related to those activities. That vendor notes that manual work stands in the way of an agency’s efficiency goals.

The vendor says that WorkSmart 7 improves productivity, streamlines tasks and enhances searching with:

  • Personalized, dynamic to-do lists that update in real time and show tasks by priority
  • Email automation that files messages and responses in the proper place in the agency’s management system.
  • Role-based and Big “I” best practice workflows, sequential tasking and milestone triggers that flag tasks for work at the right time
  • Significantly expanded search capabilities to quickly find task-related information
  • The ability to tag important pages and quickly navigate to specific information in large client documents and files
  • Better visibility into workloads across an agency, surfacing bottlenecks and staffing needs

“WorkSmart 7 enables us to do everything we need in day-to-day service of a client, quickly and efficiently,” says Sussann Lovett, commercial account manager and system administrator, Morgan, Trevathan & Gunn Inc. “The modern interface and workflow enhancements are going to improve our team’s daily experience by making their work easier and faster. This latest version allows us to focus on serving our clients instead of chasing paperwork.”

Describing WorkSmart as the industry’s only content management and workflow system purpose built for insurance agencies, Vertafore says the solution uses standardized workflows and integrated content management to deliver work, documents and data to the right person at the right time. It integrates seamlessly with AMS360, Sagitta and BenefitPoint to eliminate application switching and reduce clicks.

“The next generation of WorkSmart delivers on Vertafore’s commitment to empower agencies to modernize their business,” comment James Thom, chief product officer at Vertafore. “Simplifying and automating core processes improves every aspect of insurance—from how agents spend their time to the service they deliver to their clients and how quickly they can respond to business need.”

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Anthony R. O’Donnell // Anthony O'Donnell is Executive Editor of Insurance Innovation Reporter. For nearly two decades, he has been an observer and commentator on the use of information technology in the insurance industry, following industry trends and writing about the use of IT across all sectors of the insurance industry. He can be reached at or (503) 936-2803.

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