Best Software for 2025 is now live!
View the Winners
WorkSmart
Editedit
WorkSmart
By Vertafore
Show rating breakdown
4.9 out of 5 stars
See all 7 WorkSmart reviews
Save to My Lists
Claimed
Claimed
This profile has been claimed by WorkSmart, but it has limited features.
Do you work at WorkSmart? Upgrade your plan to update branding and connect with profile visitors!

Top Rated WorkSmart Alternatives

Partner Platform
(7)
3.9 out of 5
Visit WebsiteNew Tab
SponsoredYou’re seeing this ad based on the product’s relevance to this page. Sponsored content does not receive preferential treatment in any of G2’s ratings.
Applied Epic
(1,051)
4.4 out of 5
EZLynx
(315)
4.2 out of 5
See all WorkSmart Alternatives

WorkSmart Reviews & Product Details

Editadmin

WorkSmart Overview

Editedit
What is WorkSmart?

Since 1969, Vertafore, the leader in modern insurance technology, has been modernizing and simplifying insurance distribution so that our customers can focus on what matters most: people. More than 20,000 agencies, 1,000 carriers and 23 state governments rely on Vertafore solutions to provide end-to-end connectivity, improve the client and agent experience, unlock the power of data, and streamline essential workflows to drive efficiency, productivity, and profitability for independent agencies and carriers. WorkSmart is an enterprise content management solution designed specifically for insurance, with file-based document management naturally organized by insured. Document and task-based workflows, including Big “I” best practice workflows, build on top of this foundation and integrate directly with AMS360, Sagitta, and BenefitPoint management systems, aligning work with your staff’s area of expertise. With WorkSmart, agencies can simplify and automate manual tasks and balance workloads, making work easier and faster. As the industry’s only content management and workflow system purpose built for insurance agencies, WorkSmart uses standardized workflows and integrated content management to delivers work, documents, and data to the right person at the right time.

WorkSmart Details
Discussions
WorkSmart Community
Languages Supported
English
Show LessShow More
Product Description

WorkSmart helps independent agencies that are busy with complex work to increase productivity with streamlined insurance workflows and secure document management.

Seller Details
Seller
Vertafore
Year Founded
1969
HQ Location
Denver, CO
Twitter
@Vertafore
7,388 Twitter followers
LinkedIn® Page
www.linkedin.com
2,897 employees on LinkedIn®
Description

Vertafore is a leading technology provider for the insurance industry, offering cloud-based software solutions designed to streamline operations, enhance customer service, and improve overall efficiency. Their comprehensive suite of products includes agency management systems, compliance tools, and data analytics, catering to the needs of insurance agencies, brokers, and carriers. With a focus on innovation and user-friendly interfaces, Vertafore aims to empower insurance professionals to navigate the complexities of the industry effectively. For more information, visit their website at [vertafore.com](https://www.vertafore.com).

MS
Overview Provided by:
Melanie Smith

Recent WorkSmart Reviews

LH
Lisa H.Mid-Market (51-1000 emp.)
5.0 out of 5
"Worksmart is a great product, easy to learn, train and find information"
Having everything in one place according to policy term. Makes it so much easier to find information.
Read more
DS
Diane S.Small-Business (50 or fewer emp.)
5.0 out of 5
"Organization"
Organization easy to find documents thank you
Read more
MM
Melyssa M.Mid-Market (51-1000 emp.)
4.5 out of 5
"Endlessly Capable & Massively Customizable"
The options are endless with programming functionality in Worksmart!
Read more
Security Badge
This seller hasn't added their security information yet. Let them know that you'd like them to add it.
0 people requested security information

WorkSmart Media

WorkSmart Demo - WorkSmart messaging
Messaging tool
WorkSmart Demo - WorkSmart underwriting
Color-coded task management
WorkSmart Demo - WorkSmart file tree
File tree search
WorkSmart Demo - WorkSmart to-do list
To-do list with document preview and task notes
WorkSmart Demo - WorkSmart document annotation
Document/attachment annotation
Answer a few questions to help the WorkSmart community
Have you used WorkSmart before?
Yes

7 WorkSmart Reviews

4.9 out of 5
The next elements are filters and will change the displayed results once they are selected.
Search reviews
Hide FiltersMore Filters
The next elements are filters and will change the displayed results once they are selected.
  • Company SizeExpand/Collapse Company Size Filter
  • User RoleExpand/Collapse User Role Filter
  • CategoryExpand/Collapse Category Filter
  • IndustryExpand/Collapse Industry Filter
  • RegionExpand/Collapse Region Filter
The next elements are filters and will change the displayed results once they are selected.
  • Sort By:
    G2 Sort
7 WorkSmart Reviews
4.9 out of 5
  • Sort By:
    G2 Sort
7 WorkSmart Reviews
4.9 out of 5
  • Sort By:
    G2 Sort

WorkSmart Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
Here's how.
LH
VP Insurance Services and Account Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic Review from User Profile
What do you like best about WorkSmart?

Having everything in one place according to policy term. Makes it so much easier to find information. Review collected by and hosted on G2.com.

What do you dislike about WorkSmart?

There is really nothing that I dislike about the product Review collected by and hosted on G2.com.

What problems is WorkSmart solving and how is that benefiting you?

Work efficiencies and ease of finding informaion Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
MM
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 Gives Campaign
Incentivized Review
What do you like best about WorkSmart?

The options are endless with programming functionality in Worksmart! Review collected by and hosted on G2.com.

What do you dislike about WorkSmart?

Administrating and training is complex to work through for initial configuration issues, but once all is set it is much smoother. Review collected by and hosted on G2.com.

What problems is WorkSmart solving and how is that benefiting you?

Creating continuity in our workflows and transparency of tasks throughout our organization would be impossible without Worksmart. While we're still newish to the system, I believe that this will be hugely beneficial for our staff and audit processes in the long run. Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
KC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 Gives Campaign
Incentivized Review
What do you like best about WorkSmart?

How it streamlines our workfolow and saves us hours a day! Review collected by and hosted on G2.com.

What do you dislike about WorkSmart?

The fact that we have to hop back and forth from AMS360 to Imageright Review collected by and hosted on G2.com.

What problems is WorkSmart solving and how is that benefiting you?

It is making our workflows more uniformed and gives us the ability to pass work back and forth between staff effortlessly Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
TN
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 Gives Campaign
Incentivized Review
What do you like best about WorkSmart?

The ease of document management and workflow Review collected by and hosted on G2.com.

What do you dislike about WorkSmart?

There is nothing that I dont love about Imageright, the web version is far better than desktop! Review collected by and hosted on G2.com.

What problems is WorkSmart solving and how is that benefiting you?

the workflow process and doc management Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
ND
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 Gives Campaign
Incentivized Review
What do you like best about WorkSmart?

Ease of use and the efficiencies the workflows bring to the support staff. Review collected by and hosted on G2.com.

What do you dislike about WorkSmart?

It shoulnt be an add on - include it with everything! Review collected by and hosted on G2.com.

What problems is WorkSmart solving and how is that benefiting you?

Consistency in workflows Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
DS
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 Gives Campaign
Incentivized Review
What do you like best about WorkSmart?

Organization easy to find documents thank you Review collected by and hosted on G2.com.

What do you dislike about WorkSmart?

Hard to learn takes too long to teach the survey is too long Review collected by and hosted on G2.com.

What problems is WorkSmart solving and how is that benefiting you?

keeps us organized enjoy it Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link
Verified User in Insurance
UI
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about WorkSmart?

We yse this with image right and it makes integrating information between the two platforms easy Review collected by and hosted on G2.com.

What do you dislike about WorkSmart?

Sometimes there is a issue with the connection and the link doesnt work between the two platforms Review collected by and hosted on G2.com.

What problems is WorkSmart solving and how is that benefiting you?

Helps us go back and forth in image right and ams 360 Review collected by and hosted on G2.com.

Show More
Show Less
Helpful?
Share
Admin Approval Link

Explore More

Natural Language Understanding (NLU)
Google Compute Engine reviews
Google Cloud Run reviews
Out of Office Messages
Microsoft 365 Reviews
Intent Data
PCB Design Software
Order Fulfillment
Pros and Cons Details
WorkSmart