The Engage module is part of Vertafore’s WorkSmart solution, which is a workflow and file management system that taps into the agent’s management system to enable agencies, carriers and MGAs to communicate and share work in real-time.
"WorkSmart Engage is about getting accounts submitted faster and reducing our overall costs associated with writing business," said Donna Wilson of Bowen, Miclette, & Britt. "Knowing that I can communicate, collaborate and exchange key information with carriers and clients securely from my iPad is a game-changer."
Agencies can leverage WorkSmart Engage for working with adjusters and clients on large commercial claims; collaboration with underwriters on renewals, remarkets and new business; with reinsurers on alternative risk transfers; and when working with third-party outsourcing firms for projects such as policy checking, notes the company.
"Far too many insurance transactions are done via unsecure email communications; WorkSmart Engage embraces these communications processes and adds security and insight in an easy to use environment," said Steven Finch, Enterprise Market Solutions of Vertafore.
