WorkSmart Integrations

The benefits insurance solution that manages the unique challenges of your business. As a benefits business, you face challenges that differ from the traditional P&C market. Your management system should be built to support your benefits business and help you grow as you navigate the changing healthcare landscape, rather than trying to fit into your traditional P&C system. Watch this short video to learn more about BenefitPoint. BenefitPoint is a specialized management system for agencies and brokers whose benefits business is large enough that a P&C system causes lost revenue and dissatisfied customers. BenefitPoint helps agencies cope with the unique challenges of a benefits business by identifying missing and underpayments, providing flexible workflows designed for the inevitable changes in plans and enrollment, and using plan benchmarking to become a trusted advisor. BenefitPoint enables you to increase revenue and profitability while improving customer loyalty.

The foundational agency management system for your core business. As part of Vertafore’s best-in-class platform, AMS360 is an agency management system that provides the foundation for independent agencies to grow their businesses and boost their profitability.​ It helps streamline workflows​, improve renewals and retention​, and drive new business​ resulting in improved employee ​productivity​ and superior customer ​experience​. Reduce time spent on finance and accounting with solutions designed to meet your needs. Automatic alerts help you stay on top of renewals and rate increases so you can increase your retention rate. Integrate the agency-carrier workflow with TransactNOW and free up time to focus on your customers. Access your Vertafore solutions with single sign-on, so you don't have to remember multiple logins. A robust library of APIs allows you to seamlessly integrate applications with AMS360®.

The enterprise-class agency management solution for your insurance business. Whether you’re growing organically or through acquisitions, your needs as a large business differ from those of local, independent agencies. Sagitta provides an insurance solution that meets your enterprise needs and allows for rapid growth through acquisitions or traditional methods. It also supports your complex and specialty lines of business. Get flexibility at the user and department level to enable your agency to work the way that is best for your business. Advanced accounting and finance capabilities address your agency's unique needs, so you save time. Grant or restrict access to sensitive information at the user level to ensure your data remains secure.