Easy-to-use software that automates certificate renewals, eliminates manual data entry, and helps you ensure compliance.
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.
Utilize our OCR (Optical Character Recognition) technology to automatically scan forms, transcribe data and compare to risk requirements to guarantee insured compliance.
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.
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.
Add more clients and build even stronger relationships with your current ones by offering our web-based COI tracking and collection software.
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.
SmartCompliance is the #1 COI management software for brokers, insurance consultants & risk managers. Our easy-to-use certificate tracking software helps insurance professionals streamline their COI processes by automating COI tracking & collection, eliminating manual data entry, & ensuring compliance.