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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

WorkSmart is an advanced content and workflow management solution tailored for insurance agencies by Vertafore. This platform empowers agencies to enhance their operational efficiency while handling substantial workloads by offering a detailed overview of their workflows. Featuring a contemporary interface, WorkSmart simplifies tasks for employees through its user-friendly and intuitive design. It incorporates best practice workflows and essential integrations, enabling teams to accomplish more in a shorter amount of time. Additionally, WorkSmart facilitates remote collaboration on workflows, allowing agencies to respond to customer needs swiftly. The system also delivers valuable insights into operational efficiencies and identifies potential bottlenecks, enabling agencies to refine their processes effectively. With a strong focus on data security and regular software updates, WorkSmart ensures that agencies can work with confidence. Furthermore, it seamlessly connects with Vertafore’s AMS360, Sagitta, and BenefitPoint management systems, thereby aligning tasks with the expertise of the staff and enhancing overall productivity. This comprehensive approach ultimately leads to improved client satisfaction and agency performance.

Description

Employee Views offers a comprehensive and cohesive human resource management solution that meticulously tracks employee data while ensuring effortless access to that information. It can seamlessly integrate with various payroll systems, reducing the need for repetitive data entry and enhancing accuracy. A recent enhancement includes optional features for tracking Training Participation and Credentials, providing users with even more functionality. Utilizing ZLC Employee Views allows organizations to enjoy numerous advantages, such as improved accuracy and coordination, as all data is centralized, ensuring it remains current and precise. The user-friendly interface presents information in organized VIEWs, preventing users from feeling overwhelmed by the system. Its robust database design accommodates both large and small organizations with ease, simplifying the onboarding process for new employees. Additionally, customizable lookup lists promote consistency and facilitate event setup. The system also maintains an extensive history for each employee, documenting their pay, performance, and notes comprehensively, making it a fully integrated solution for all human resource needs. Ultimately, Employee Views stands out as a vital tool for effective human resource management.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BenefitPoint Yes 
Sagitta Yes 
Vertafore AMS360 Yes 

Integrations

BenefitPoint No 
Sagitta No 
Vertafore AMS360 No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Vertafore

Founded

1969

Country

United States

Website

www.vertafore.com/products/worksmart

Vendor Details

Company Name

ZLC Software

Country

United States

Website

www.zlcsoftware.com/zlc-product_ev.htm

Product Features

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management No 
Document Management No 
Insurance Rating No 
Life & Health No 
Policy Management No 
Property & Casualty No 
Quote Management No 

Product Features

Human Resources

360 Degree Feedback Yes 
Applicant Tracking No 
Attendance Management No 
Benefits Management No 
Career Development Planning No 
Compensation Management No 
Compliance Management No 
Employee Database No 
Employee Lifecycle Management No 
Onboarding No 
Payroll Management No 
Performance Management Yes 
Recruiting Management No 
Self Service Portal No 
Succession Planning No 
Time & Attendance Management Yes 
Time Off Management No 
Timesheets No 
Training Management No 

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