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Insurance Tracking &
Self-service & full-service solutions that automate certificate of insurance or proof of insurance renewals, eliminate manual data entry, & help ensure compliance.
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Insurance Certificate Tracking & Issuance Solutions
Commercial COI
Tracking
COI tracking software and services that manage the time-consuming process of collecting certificates of insurance, sending renewal requests and confirming third-party compliance.
Popular Features
- Automated COI Tracking & Renewal Requests
- OCR Technology for Streamlined Compliance Verification
- Risk Insights & Analysis Reports
Residential Proof of Insurance Tracking
Proof of insurance tracking software and services that help property managers easily track tenant policies to ensure coverage & compliance with renter’s insurance requirements.
Popular Features
- Automated Policy Tracking & Renewal Requests
- OCR Technology for Streamlined Compliance Verification
- Risk Insights & Analysis Dashboards
Commercial COI
Issuance
Certificate issuance solution and services that relieve the burden of creating, delivering, storing and managing certificates of insurance.
Popular Features
- In-House Control of Active Contracts & Cert Holder Data
- Automated COI Creation & Renewal Processing
- Batch Certificate Delivery Processing
Industries We Serve
Commercial Property Management
HealthCare
Residential Property Management
Hospitality
Construction
Manufacturing
Government / Municipalities
Pharmaceutical
Franchises
Banking
Retail
Restaurant
Chemical
Telecommunication
Finance
Energy
Education
Transportation
Entertainment
Utility
Food Service
“Using SmartCompliance to manage certificates of insurance, we’ve helped our clients increase their vendor compliance percentage by as much as 65%.”
Consultant/Strategy Marketing Manager at Commercial Insurance Consultants (CIC)
“For the past 8+ years, we’ve used SmartCompliance to help us issue & track certificates of insurance, as well as manage the renewal process of over 60,000 certificates. Without SmartCompliance, this monumental task would be unachievable, regardless of how many personnel resources were available.”
Insurance Compliance Manager, CCMSI
“We needed a dynamic COI tracking system, strong customer support & a process that would help drive new sales & give us the ability to be that valued partner that controls the collection & compliance of critical data for our clients. We were fortunate to find this partnership with SmartCompliance, who have given us the tools, customer service & processes needed to meet & exceed our goals.”
Compliance Administrator, Assured Partners
“Since the partnership with SmartCompliance we have seen an increase in brand compliance from 30% to 95%. The professional looking automated notifications and the efficiency of the platform has helped us streamline the COI collection process.”
Compliance Manager, EZCERT
