Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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

SmartOffice is a cloud-centric CRM and AMS specifically designed for financial professionals, including advisors, agents, BGAs, RIAs, and broker-dealers, providing a wide array of tools for managing client interactions, workflows, data, and adherence to regulations. Key functionalities encompass contact management, tracking of investments and policies, as well as time and calendar management, in addition to opportunity tracking and advanced reporting capabilities. Prioritizing cybersecurity and compliance, SmartOffice safeguards client information while ensuring seamless integration with Office 365 (Outlook, Excel, Word) and various sales, financial planning, insurance, and marketing platforms. It boasts essential features such as centralized client histories, staff collaboration, secure remote data access, and organized management of agency operations through its agency management system. The platform is particularly beneficial for established practices aiming to streamline their tools and gain enhanced visibility into opportunity pipelines, reporting processes, and overall workflow efficiency. With its robust functionalities, SmartOffice presents a comprehensive solution for financial professionals focused on optimizing their operational effectiveness.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AdvisoryWorld No 
BizClip No 
Broadridge 15(c) Board Reporting No 
Charles Schwab No 
Docupace No 
Laserfiche No 
Microsoft Excel No 
Microsoft Outlook No 
Microsoft Word No 
MoneyGuide No 
Morningstar No 
MyRepChat No 
NaviPlan No 
PreciseFP No 
Riskalyze No 
Sagitta Yes 
Vertafore AMS360 Yes 
Zocks No 
Zoom No 
eMoney No 

Integrations

AdvisoryWorld Yes 
BizClip Yes 
Broadridge 15(c) Board Reporting Yes 
Charles Schwab Yes 
Docupace Yes 
Laserfiche Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
Microsoft Word Yes 
MoneyGuide Yes 
Morningstar Yes 
MyRepChat Yes 
NaviPlan Yes 
PreciseFP Yes 
Riskalyze Yes 
Sagitta No 
Vertafore AMS360 No 
Zocks Yes 
Zoom Yes 
eMoney Yes 

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 Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
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 Yes 
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

Zinnia

Founded

2005

Country

United States

Website

www.smartofficecrm.com

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

Alternatives

Surefyre Reviews

Surefyre

Vertafore

Alternatives

ImageRight Reviews

ImageRight

Vertafore
BITA Risk Reviews

BITA Risk

corfinancial
MGA Systems Reviews

MGA Systems

Vertafore
Wealthbox Reviews

Wealthbox

Starburst Labs