What is WorkSmart Engage?
The Engage module of WorkSmart Engage offers everything you need to securely and conveniently collaborate on complex commercial lines business in one place, allowing agencies, carriers and MGAs to communicate and share work in progress, reducing the email chaos, redundant communications and rework previously involved with multi-party projects.
See WorkSmart Engage
WorkSmart Engage provides agencies with secure online workspaces to share and manage policy, client documents, as well as communications in real-time. Additionally, Engage allows you to set up roles-based permissions, which ensures that each participant in a project has access to only the documents, data and communications that they are meant to see and work on.