Sold by: Vertafore
Deployed on AWS
Structure files seamlessly. Easily organize and access files with our intuitive document management system. Aid customers faster. Serve customers anytime, anywhere with our modern, easy-to-use interface. Preserve your files and minimize E&O exposure with ease.
4.1
Overview
Get more done with less hassle Save time and seize opportunities Follow best practices
Create consistent, automated processes for any team with our workflow software. Manage tasks with ease
Set deadlines, delegate work, and prioritize tasks by importance. Complete the puzzle
Connect your systems with open APIs and pre-built integrations for Vertafore products. Move confidently with clear data Make real-time, informed decisions Maximize visibility
Monitor processes and track individual productivity in real time.
Catch it, correct it
Use process dashboards to identify and address bottlenecks quickly. Learn from past data
Turn experience into insights that drive real progress.
Highlights
- Work as one across your agency with ease.
Details
Sold by
Delivery method
Deployed on AWS
New
Introducing multi-product solutions
You can now purchase comprehensive solutions tailored to use cases and industries.
Features and programs
Financing for AWS Marketplace purchases
AWS Marketplace now accepts line of credit payments through the PNC Vendor Finance program. This program is available to select AWS customers in the US, excluding NV, NC, ND, TN, & VT.
Pricing
Custom pricing options
Pricing is based on your specific requirements and eligibility. Request a private offer to receive a custom quote. Sign in to view any offers that have been extended to you.
Legal
Content disclaimer
Vendors are responsible for their product descriptions and other product content. AWS does not warrant that vendors' product descriptions or other product content are accurate, complete, reliable, current, or error-free.
Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
Support
Vendor support
support.vertafore.com
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.
Customer reviews
Lisa G.
Usability Shines Despite Setup Challenges
Reviewed on Apr 15, 2026
Review provided by G2
What do you like best about the product?
I like WorkSmart for its usability and the ability to drag and drop to move stuff around. I also find the preview pane helpful. Email from IR is helpful
What do you dislike about the product?
I dislike the email function. Large files can't be added; 35 megabytes is the limit. The initial setup was difficult.
What problems is the product solving and how is that benefiting you?
I use WorkSmart for data storage and workflows. It solves our need for a more reliable data storage system.
Robert T.
Refined Document Management, Great Workflow Capabilities
Reviewed on Apr 15, 2026
Review provided by G2
What do you like best about the product?
I like using WorkSmart for document management and workflows. It serves as a digital filing cabinet, allowing me to organize all the documents for a client in one location. I appreciate being able to work creatively to guide documents to where they need to go and create tasks to work through processes. Additionally, I enjoy being able to affect change with the workflows.
What do you dislike about the product?
Feature parity between desktop and browser
What problems is the product solving and how is that benefiting you?
I use WorkSmart to manage documents and workflows, solving organization issues by keeping all client documents in one location. It lets me creatively guide documents and create tasks to streamline processes.
missy b.
Challenging Setup, Lacks Modern Features
Reviewed on Apr 15, 2026
Review provided by G2
What do you like best about the product?
I like WorkSmart for its ease of use, and I find it helpful for handling documents and storage.
What do you dislike about the product?
I don't like that WorkSmart feels clunky. The initial setup took more time than expected and I feel it needs updating. The old programming aspect is problematic and it seems like it requires an upgrade.
What problems is the product solving and how is that benefiting you?
I use WorkSmart for document storage.
Rachel .
Easy Document Organization by Type—Less Reliance on Naming Conventions
Reviewed on Apr 15, 2026
Review provided by G2
What do you like best about the product?
I really like how you can organize your documents by document type without having to rely heavily on a strict naming convention.
What do you dislike about the product?
The reporting capabilities are lacking. When trying to run reports, the data is not always accurate.
What problems is the product solving and how is that benefiting you?
We have a workflow for marketing that allows us to track carrier responses which is super helpful.
Kathy C.
Efficient Document Management with Workflow Bliss
Reviewed on Apr 15, 2026
Review provided by G2
What do you like best about the product?
I like WorkSmart's ease of use and the auto file functions. It's nice that our communications are automatically filed, which saves us a lot of time.
What do you dislike about the product?
I find the email receivers lacking in customization and the ability to read emails and file them correctly.
What problems is the product solving and how is that benefiting you?
I use WorkSmart to streamline passing workflows between employees, ensuring work continuity. It automatically files communications, saving us a lot of time.