Get Started

Catalyit Platinum Partner Since June 2022 | Last Updated September 2025

WorkSmart gives your agency the security and flexibility you need to serve your entire workforce — from home to office and anywhere in between.

Features & Quick Stats

Key Features

  • Modernized interface
  • Streamlined workflows
  • Dashboards
  • Document management
  • Protection & integration

Core Business

Automating and simplifying insurance solutions.

How WorkSmart Helps Independent Agents & Brokers

WorkSmart will help you get organized by engaging clients and empowering employees. Track work, stay compliant, improve business intelligence, and retain customers.

 

Partnerships

View all Association & Network Partners

Certifications & Awards

  • Insurance Business 5-Star Technology and Software Provider (2025)
  • Excellence in Customer Service Award (2025)
  • Best in Biz Awards, Bronze (2024)
  • Pinnacle Awards Technology UI/UX Innovation, Platinum
  • Pinnacle Awards Technology Best Digital Transformation Initiative (AgencyOne), Platinum

User Community

Network of Vertafore Users (NetVU) connects Vertafore users to share experiences, workplace needs, and professional goals. As a benefit of using Vertafore technology solutions, Vertafore customers are NetVU members at no cost.

Check Out User Communities