Workflow Software streamlines processes for insurance agencies.
Press Release Summary:
WorkSmart is workflow and content management solution, powered by ImageRight, that helps agencies increase capacity and gain insight into business. In addition to showing completed work, it shows work that is upcoming or in progress, exposing bottlenecks and inefficiencies in process. Routine steps and processes are automated with intelligent workflows, which can transfer tasks automatically through organization, or be routed based on policy characteristics.
Original Press Release:
Vertafore Announces WorkSmart, an Intelligent Workflow Solution for Agencies
Powered by ImageRight, WorkSmart provides unprecedented insight, reduces process steps and ensures maximum efficiency through streamlined workload management
NASHVILLE, Tenn. - AMS Users Group National Conference - Vertafore (http://www.vertafore.com/), a leading provider of software and services to the insurance industry, today announced the availability of WorkSmart, a workflow and content management solution that helps agencies increase their capacity and gain unprecedented insight into their business.
"Manually converting documents into electronic files with an ordinary document management system didn't deliver the competitive advantage our agency needed," said Kim Ayala, president, Landscape Contractors. "WorkSmart enables us to more efficiently manage our business by streamlining process execution given that documents and information move automatically and electronically through our agency. This increases productivity and reduces E&O exposure for our agency."
WorkSmart provides valuable insight into an agency's operations by not only showing work that has been completed but also work that is upcoming or in progress. Bottlenecks and inefficiencies in the process become apparent, and with this insight, agencies can adjust to ensure business is marketed, renewed and serviced efficiently. Additionally, the solution's intelligent workflow capabilities automate routine steps and processes, enabling agencies to increase their capacity and ensure that their customer-facing employees are spending more time servicing customers and selling business. By transferring tasks automatically to a processing pool or from one location to another, everyone in the agency is able to work to capacity, no matter where they are.
"Vertafore continues to respond to our customers, providing what they need to operate a successful business," said Steven Finch, VP, Vertafore Agency Markets. "Our customers want to grow their business, increase their capacity and gain insight into their own workflows, which can mean rebalancing staff and revising and refining business processes. WorkSmart offers the ability to do all of that, and gives agencies what they need to thrive."
Powered by Vertafore's award-winning ImageRight product, WorkSmart offers much more than the typical workflow functionality found in agency management or document management systems. Because WorkSmart offers intelligent workflow capabilities, it is much more exacting than a typical automated workflow. For example, while a typical automated workflow is routed from person-to-person, an intelligent workflow can be routed differently based on policy characteristics such as a limit or deductible. Instead of the typical agency procedures, WorkSmart pushes tasks through an organization automatically, providing a high level of functional efficiency.
WorkSmart also helps agencies route activities to ensure the right person is working on the right task. Intelligent workflows allow the sharing of work without the constraint of teams, geography or departments.
Pricing and availability
WorkSmart is currently available. For more information, contact Vertafore at 800.444.4813.
About Vertafore
Vertafore is the leading provider of software, services, and information to the insurance distribution channel including independent agents, brokers, MGAs, carriers and reinsurers. Vertafore leverages a unique industry presence to deliver meaningful solutions - powerful technology, critical information and robust insights to help organizations effectively respond to business challenges and capture new opportunities. Vertafore solutions have helped more than 17,000 customers and 500,000 users gain a competitive advantage to accelerate their business performance. 800.444.4813 | www.vertafore.com
Media Contacts: Michelle Craig, Nyhus Communications LLC for Vertafore, (206) 323-3733 | michelle@nyhus.com; or Linda Caudle of Vertafore, (425) 354-6043 | lcaudle@vertafore.com
Source: Vertafore
Web Site: www.vertafore.com/
