Increase your agency's capacity

WorkSmart Video

WorkSmart™ Powered by ImageRight® gives agencies the unprecedented insight to impact key business metrics on a daily basis. Driven by the data in your management system, WorkSmart provides the intelligent workflows you need to automate processes, reduce the number of steps it takes to get things done and increase capacity by ensuring you always have the right people on the right tasks.

Spend more time with clients, less time doing paperwork
WorkSmart works the way your staff does, with a file-centric system that resembles paper filing. Yet unlike paper filing, WorkSmart lets your staff see and access complete client files from virtually anywhere. Now they can organize, locate, print, fax and e-mail right from their desktops—allowing them to serve clients faster. WorkSmart makes it possible for everyone to work more accurately and make fewer mistakes. You can even customize it by setting deadlines to manage client renewals, update files and more.

Key advantages:

  • Increase your capacity with intelligent workflows that automatically route routine steps to processors or a centralized processing pool, ensuring that the right person is working on the right task at the right time every step of the way. This gives your customer-facing employees more time to service customers and sell business.
  • Gain detailed insight into business processes with Business Process Reporting, which provides tools to locate and manage bottlenecks and processing issues to ensure business is marketed, renewed and serviced as timely as possible.
  • Have the confidence that you have the full advantage of a content management approach, which is the best way to do things, versus a document management approach which simply provides the best place to put things.


 

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Call Vertafore at 1.800.444.4813.

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