“Being able to manage and view my team’s work list in one go is invaluable. No task ever gets lost in the system. I can prioritize workloads and re-assign tasks if someone is off sick so that nothing gets missed. I can also produce reports at the touch of a button to satisfy the demands of the board and compliance departments.”
“My biggest concern was that the system would not allow us to do everything that we could with the paper files. So the best thing for me is that it really does—and more! Also, our strict service standards are built into ImageRight, so any inconsistencies can be easily flagged and immediately put right, meaning we are in a position to provide an even better level of service so we get more renewals.”
“Customer experience is important to us—it’s what we do. But it’s also the account manager experience. We want to make sure they have the right tools to be able to serve their customers.”
“When factoring in everything we’ve implemented to date, we’re saving about 40 hours a month. At the same time, we’ve been able to expand without additional staffing.”
“You just can’t be a successful, growing agency without the right technology.”
“If we took away the Platform, we’d probably have a mutiny on our hands."
“We have real facts to support our business decisions you just can’t get this type of information any other way than with WorkSmart.”
“For us, WorkSmart opens up many more avenues for exponential efficiency gains.”
“Establishing roles and workflow through WorkSmart makes us more standardized and more efficient.”
“The ImageRight implementation has played an important role in a major organizational change and realignment.”
“If you’re just starting out, you absolutely need FSC Rater. You’d be crazy to try to go without it.”
“We did an extensive search, and honestly, Vertafore had the only system that could effectively serve a 100-person agency.”
“They don’t have to go to the file cabinet, dig for the information, and compare. All the information is at their fingertips.”
“Our goal was to make things simple, and to do that, we needed one, tightly integrated system that could do it all.”
“WorkSmart creates the platform for agencies to leverage the right resources for the right tasks.”
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