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Insurance Certificate Tracking
Easy-to-use software that automates certificate renewals, eliminates manual data entry, and helps you ensure compliance.
Consultant Increases Compliance for Clients by 60%
Read this case study detailing how insurance consultant, CIC, used SmartCompliance to enhance client services & significantly increase compliance percentages.
Streamline Certificate of Insurance Collection and Tracking
Automate Document
Collection
Tired of manual, paper-based methods of tracking compliance? We help your team automate certificate collection and compliance reporting in a centralized, web-based solution.
Increase Compliance &
Mitigate Risk
Utilize our OCR (Optical Character Recognition) technology to automatically scan forms, transcribe data and compare to risk requirements to guarantee insured compliance.
Own & Manage Risk In-House
We give you the tools to manage compliance in-house, to avoid outsourcing to a costly full-service solution. No installation or extensive user training necessary and our live support team is always available.
Get Peace of Mind
Our easy-to-use, web-based COI tracking system helps you efficiently manage certificates and requirements, so you can knowingly transfer risk, protect your company, and focus on other tasks.
See What SmartCompliance Can Do For Your Team
Insurance Consultants
Add more clients and build even stronger relationships with your current ones by offering our web-based COI tracking and collection software.
Risk Managers
Minimize your team’s effort on COI management by digitizing your compliance process, so you can remain protected, free up time and accomplish other tasks.
Brokers
Win more business, increase client retention and generate more revenue with our centralized, single source insurance certificate tracking system.
