WorkSmart

Get more work done with WorkSmart’s best practice workflows designed specifically for independent agencies.

• Start working right away with our modern, intuitive interface.
• Design work processes that make sense for your agency.
• Use built in Big "I" best-practice workflows specifically designed for agency departments.

Work process dashboards:

• Analyze how and when your work is getting done.
• Monitor the flow of tasks and figure out where the bottlenecks are.
• Equalize and balance tasks and assignments to support your staff.
• Drill down into your data with endless filter configurations.

• Work with file configurations that just make sense.
• Store documents where everyone can find them.
• Route and edit documents in real time to end bottlenecks.

• Use Vertafore Single Sign-on (VSSO) to log into all Vertafore products.
• Verify authorized users using Multi-Factor Authentication (MFA).
• Configure users’ access to data and information with permission controls.
• Integrate with Microsoft, Adobe, and other business critical tools using robust APIs.
• Relax knowing your information is current, compliant, and secure with automatic version updates.

• Use Vertafore Single Sign-on (VSSO) to log into all Vertafore products.
• Verify authorized users using Multi-Factor Authentication (MFA).
• Configure users’ access to data and information with permission controls.
• Integrate with Microsoft, Adobe, and other business critical tools using robust APIs.
• Relax knowing your information is current, compliant, and secure with automatic version updates.