WorkSmart
WorkSmart helps independent agencies that are busy with complex work to increase productivity with streamlined insurance workflows and secure document management.
AI Analysis by G2· May 2026
WorkSmart is a document management and workflow tool that allows users to organize documents, create tasks, and manage workflows.
Pros
- ✓Reviewers frequently mention the ease of use, the ability to organize documents effectively, and the helpfulness of features such as the preview pane, auto file functions, and task views.
Cons
- ✗Reviewers noted issues with the initial setup being difficult and time-consuming, limitations on file size, lack of customization in email receivers, and inadequate reporting capabilities.
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