WorkSmart
Provider 
Founded 1969
Sells To —
Pricing Model —
Ownership —
Vertafore offers WorkSmart
ProductOperating Status: Currently Offered
Document storage, search, and workflow automation for insurance agencies.
Document storage, search, and workflow automation for insurance agencies.
WorkSmart centralizes insurance agency documents, including policies, certificates, endorsements, and customer correspondence. Teams capture files, assign document metadata, retrieve records through search, and retain material according to their document policies.
The software connects agency systems, routes documents and tasks between staff, and provides process dashboards. Its live Document Intelligence Agent supports research within the agency's document work.
| Attribute | WorkSmart | Outmarket Vault, Outmarket Workflow Builder | |
|---|---|---|---|
| Provider | |  | |
| Founded | 1969 | 2023 | |
| Sells To | — | B2B | |
| Pricing Model | — | Usage-based | |
| Ownership | — | Venture-backed |
Provider
Founded 1969
Sells To —
Pricing Model —
Ownership —
Provider
Founded 2023
Sells To B2B
Pricing Model Usage-based
Ownership Venture-backed
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Insurance submission intake software that generates commercial ACORD forms and Excel output.
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AI policy review software that compares insurance documents and identifies coverage and wording changes.
Personal insurance workflows for policy, quote, renewal, and coverage review.
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Managed automation that fills ACORD certificates and commercial submissions from insurance account documents.
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AI policy checking software that compares commercial policies against source documents and reports discrepancies.
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