WorkSmart Engage makes it easier for agencies, customers, carriers and MGAs to work together. The intuitive cloud-based collaboration tool provides independent insurance agencies with secure workspaces to share and manage policy and client documents in real-time, enabling effective collaboration, increased team productivity and improved client satisfaction.
With WorkSmart Engage, you will quickly benefit with integration to your existing Vertafore document and agency management systems, and other file management systems supporting both structured and unstructured data.
Key advantages:
- Easily invite team members, underwriters, claim reps, outside counsel, clients, etc. to collaborate in a secure workspace 24/7 going beyond the four walls of your agency
- Real-time visibility into complex projects using simple yet powerful interfaces
- Accelerate multi-party projects such as claims, loss prevention, alternative risk transfer transactions as well as new business and renewal negotiations
- Information is shared on a need-to-know basis, WorkSmart Engage only shares the right information with the right people at the right time
- Cloud based application enables anywhere access, including smartphones and tablets, and uses SSL, TLS, and integrated network security technologies
WorkSmart Engage provides your agency with effortless collaboration, real-time visibility, streamlined integration; and powerful simplicity.
WorkSmart benefits your growing agency by providing actionable insight, intelligent workflows, and transforms your content into action. Learn more about WorkSmart.