What do the experts say about WorkOtter?
Simplify your work with WorkOtter – the cost-effective and secure solution that delivers all the essential features for PMOs and Project Managers
Insurance Project Management Software
Insurance Project Management Software
“#1 PPM for Ease of Use” – Gartner’s Software Advice (February 2021)
WorkOtter is a cloud based simpler, less expensive, and completely secure insurance project management software system that ends chaos, cuts through gridlock, and streamlines processes.
Managing Insurance Projects Doesn't Have to Be Complicated
Our insurance project management software enables insurance companies to set expectations while providing clarity for projects from the start. All project-relevant information is available to workers in a convenient system. Furthermore, WorkOtter’s cloud-based system enables all project members to access their tasks and responsibilities anytime, from anywhere.
WorkOtter software helps insurance companies easily track their various tasks, including:
- Quotes
- Enrollment
- Compliance Issues
- Certification and education requirements
- Marketing campaign data and analysis
Why Choose WorkOtter As Your Insurance Project Management Software?
High Data Security Level
Insurance companies require the highest possible level of security for data storage and operation—WorkOtter stores data in our custom-built cloud system in the most secure facility in the centralized United States.
Multiple Projects simultaneously
Insurance workers manage a multitude of groups at different stages of enrollment and membership with varying concerns throughout a calendar year.
Insurance companies also manage tasks and projects in a team setting where different groups may work on multiple projects and accounts at once. This poses unique challenges to managing (and accomplishing) the project tasks at hand.
WorkOtter’s insurance project portfolio management software system is a suite of dedicated, cloud-based tools that provide an ideal way for project managers and teams working in the industry to process various projects across their agency.
Every WorkOtter Account Includes (No Extra Charge)
Private Cloud Services
WorkOtter is hosted in a top tier, all steel frame, secure building. It is one of the largest facilities in the central United States. We designed our own cloud once we realized that public commercial clouds were slower, less secure, and more susceptible to performance issues.
Secured Data
WorkOtter utilizes banking grade, non open source SSL encryption and is SOC2 (formerly SSAE -16 and SAS70) and U.S. Department of Commerce Safe Harbor Certified. We use only Oracle database services for further security, performance and up-time.
24/7 Support
As good as WorkOtter is, our personal support is better. You may not think that is very important if you are researching vendors, but we (and our customers) assure you – your implementation depends as much on the software features as the company that stands behind it.
Increased Efficiency Through Project Management and Automation
WorkOtter enables insurance teams to customize their workflow according to their processes. The project management software’s flexibility offers transparency and helps organizations operate more efficiently.
Insurance companies also require the highest possible level of security for data storage and operation—WorkOtter stores data in our custom-built cloud system in the most secure facility in the centralized United States.
Our insurance project management software enables insurance companies to set expectations while providing clarity for projects from the start. All project-relevant information is available to workers in a convenient system. Furthermore, WorkOtter’s cloud-based system enables all project members to access their tasks and responsibilities anytime, from anywhere.
Some of Our Clients...
Looking For A Insurance Project Management Software?
WorkOtter insurance project management software is the ideal solution to help insurance companies get the most from project management with an investment that pays for itself.
