Since 1969, Vertafore, the leader in modern insurance technology, has been modernizing and simplifying insurance distribution so that our customers can focus on what matters most: people. More than 20,000 agencies, 1,000 carriers and 23 state governments rely on Vertafore solutions to provide end-to-end connectivity, improve the client and agent experience, unlock the power of data, and streamline essential workflows to drive efficiency, productivity, and profitability for independent agencies and carriers. WorkSmart is an enterprise content management solution designed specifically for insurance, with file-based document management naturally organized by insured. Document and task-based workflows, including Big “I” best practice workflows, build on top of this foundation and integrate directly with AMS360, Sagitta, and BenefitPoint management systems, aligning work with your staff’s area of expertise. With WorkSmart, agencies can simplify and automate manual tasks and balance workloads, making work easier and faster. As the industry’s only content management and workflow system purpose built for insurance agencies, WorkSmart uses standardized workflows and integrated content management to delivers work, documents, and data to the right person at the right time.