Vertafore Worksmart Online

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.

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.

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.

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.

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.

What do you like best about the product?

I like WorkSmart for its layout and ease of transferring business between employees. The task views are handy, and the management reports help me see who is too busy or has the capacity to help. I find the simplified and consistent process and the ease of finding documents particularly useful. The initial setup was very involved, but I appreciated the good team support that helped make it smoother.

What do you dislike about the product?

Easier to edit workflows or add workflows as needs evolve.

What problems is the product solving and how is that benefiting you?

I use WorkSmart for all agent management and workflows. It simplifies and standardizes processes, making it easier to find documents.

What do you like best about the product?

I find WorkSmart really effective for managing tasks, as it allows me to easily track my current workload through my To Do List, file related documents, and keep all related correspondence organized. I also like how I can add notes and reply to emails directly from within WorkSmart, which makes my workflow smoother. The initial setup was fairly easy once I understood the different sections.

What do you dislike about the product?

I would like to see improvements on reporting. Where we could run basic reports by document or file attributes instead of just by tasks in an interface that’s easy to use.

What problems is the product solving and how is that benefiting you?

WorkSmart helps with document management and provides a solid workflow solution. It makes it easy to track tasks, file documents, add notes, and handle related correspondence directly, streamlining my workload effectively.

What do you like best about the product?

I like the search feature for previously added information and the filing system for important information and documents in WorkSmart. It's really helpful for seeing the history of policy and client activity, which allows me to best serve clients. The setup and use of WorkSmart was easy to navigate, which is a big plus.

What do you dislike about the product?

nothing at this time.

What problems is the product solving and how is that benefiting you?

I use WorkSmart to document client communications and policy activities. The search feature and filing system help me see the history of policy and client activity, which is great for serving clients better.

What do you like best about the product?

I like how easy it is to find what I need with WorkSmart. It's great that I'm able to upload other documents needed. The initial setup was great with assistance.

What do you dislike about the product?

nothing at this time

What problems is the product solving and how is that benefiting you?

I find WorkSmart provides one place for storing all documents, making it easy to find what I need.

What do you like best about the product?

I really appreciated our amazing experience with Ryan Houston as our trainer when we started using WorkSmart. I like the document management and workflows. I also enjoy how well the email servers work with WorkSmart.

What do you dislike about the product?

sometimes moving content from AMS to IR is cumbersome

What problems is the product solving and how is that benefiting you?

WorkSmart helps with workflows and documents, and I like its document management and workflow capabilities.