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Vertafore WorkSmart Engage™ Improves Independent Insurance Agent Communication Processes

WorkSmart Engage Enhances Agency Efficiency and Customer Satisfaction

BOTHELL, Wash., Feb. 7, 2012 /PRNewswire/ -- Vertafore (, the leading provider of software and information to the insurance industry, today announced the general availability of its WorkSmart Engage solution, the first and only insurance-specific cloud-based collaboration tool. WorkSmart Engage provides independent insurance agencies with secured workspaces to share and collaborate on client and policy documents, and team communications in real-time.

WorkSmart Engage is a module of WorkSmart and seamlessly integrates with Vertafore's management systems, offering everything independent agents need to securely and conveniently collaborate on complex commercial business in one place. The innovative solution allows agencies, carriers and MGAs to communicate and share work in real-time - reducing the inefficiencies and communication barriers involved with complex insurance transactions requiring multi-party collaboration.            

"Agencies and carriers definitely recognize the need for better collaboration amongst themselves as a way to improve business and customer relationships," said Barry Rabkin, Principal Analyst – Insurance Technology, Ovum. 

"WorkSmart Engage is about getting accounts submitted faster and reducing our overall costs associated with writing business," said Donna Wilson of Bowen, Miclette, & Britt. "Knowing that I can communicate, collaborate and exchange key information with carriers and clients securely, from my iPad, is a game-changer."  Click here to watch more.

Agencies can leverage WorkSmart Engage for working with adjusters and clients on large commercial claims; collaboration with underwriters on renewals, remarkets and new business; with reinsurers on alternative risk transfers; and when working with third-party outsourcing firms for projects such as policy checking.

"Far too many insurance transactions are done via unsecure email communications; WorkSmart Engage embraces these communications processes and adds security and insight in an easy to use environment," said Steven Finch, Enterprise Market Solutions of Vertafore.  "We are committed to ensuring our customers have the competitive edge needed to win new business faster and service customers better."

WorkSmart Engage is available immediately. For more information on the product, visit the WorkSmart Engage product page or call 888.444.4819.

About Vertafore
Vertafore is the leading provider of software 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. For more information about Vertafore, please visit

© 2012 Vertafore, Inc. All rights reserved. Vertafore, WorkSmart, Engage and other trademarks are registered and unregistered trademarks of Vertafore and its subsidiaries. Other trademarks are the trademarks of the respective owners.

Kellen Davison
(425) 354-6819
[email protected]


SOURCE Vertafore

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