G2 Vendor Directory

WorkSmart vs. LexisNexis Carrier Discovery

A side-by-side comparison based on G2 review data.

MetricWorkSmart

by Vertafore

LexisNexis Carrier Discovery

by LexisNexis Risk Solutions

Overall rating4.14.7
Review count2515
Ease of use7.79.6
Ease of setup6.39.7
Quality of support10.09.5
Meets requirements10.09.6
NPS4878.571429
Small Business40.0%60.0%
Mid-Market52.0%13.3%
Enterprise8.0%26.7%
Total page views25593
Total LLM citations137124

WorkSmart

WorkSmart® is a workflow automation and enterprise content management (ECM) solution designed by insurance professionals for insurance agencies. WorkSmart helps agencies eliminate Insurance Distribution Drag by automating workflows, improving visibility, and streamlining agency operations so the right work moves to the right person at the right time. Integrated enterprise content management capabilities keep documents organized and connected to business processes, helping agencies adapt faster, work smarter, and achieve greater Distribution Velocity.

Pros

  • Ease of Use
  • Workflow Efficiency
  • Organization
  • Download Efficiency
  • User Interface
  • Comprehensive Information

LexisNexis Carrier Discovery

Identify insurance carrier information quickly and easily

Pros