AgencyHR

The management system is the backbone of your agency so you need a system with the capabilities to manage your entire business and the flexibility to grow as you do. Applied Epic® is the world’s most widely used management platform. It allows you to manage and maintain a clear picture of your entire agency across all roles, locations and lines of business, including both P&C and benefits. Our Applied Epic software is browser-native so your team is able to easily access data, minimize software management and more quickly realize the value of new capabilities. Build your agency on a system that automates back office operations, keeps your front office sales team connected, and integrates with customer service and insurer connectivity technologies. Give employees a simple, intuitive user experience. In just a few clicks, they can view account and policy details, complete a quote, file a claim, and remarket a renewal.

WorkSmart is Vertafore’s enterprise content and workflow management solution designed specifically for insurance agencies. It helps agencies operate efficiently and manage large volumes of work by providing a comprehensive view of their workflows. With a modernized interface, WorkSmart makes every employee’s job easier within the easy-to-use and intuitive system. Best practice workflows and key integrations allow employees to get more done in less time. It enables collaboration on workflows remotely, allowing agencies to service customers quickly. WorkSmart provides insights into where processes work and where bottlenecks are, helping agencies understand and improve their operations. It ensures data security and software updates, giving agencies peace of mind. WorkSmart integrates with Vertafore’s AMS360, Sagitta, and BenefitPoint management systems, aligning work with staff’s areas of expertise.