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  • Who We Serve
    • Risk Managers
      • Commercial Certificate of Insurance Tracking
      • Commercial Certificate of Insurance Issuance
      • Residential Proof of Insurance Tracking
    • Insurance Brokers & Consultants
      • Commercial Certificate of Insurance Tracking
      • Commercial Certificate of Insurance Issuance
    • Insurance Carriers & Providers
      • Residential Proof of Insurance Tracking
    • Property Managers
      • Commercial Certificate of Insurance Tracking
      • Residential Proof of Insurance Tracking
    • TPAs
      • Commercial Certificate of Insurance Issuance
    • Self-Insureds
      • Commercial Certificate of Insurance Issuance
    • Service Providers
      • Commercial Certificate of Insurance Issuance
  • Solutions
    • Commercial Risk Management Solutions
      • Certificate of Insurance Tracking
      • Certificate of Insurance Issuance
    • Residential Risk Management Solutions
      • Proof of Insurance Tracking
  • Resources
    • Case Studies
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Insurance Tracking &
Compliance Management Solutions

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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Trusted By

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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
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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
LEARN MORE

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
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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%.”
Rachael Deely
Consultant/Strategy Marketing Manager at Commercial Insurance Consultants (CIC)
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“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.”
Linda C. Thomas
Insurance Compliance Manager, CCMSI
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“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.”
Katy Lonneman
Compliance Administrator, Assured Partners
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“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.”
Melonie Barker
Compliance Manager, EZCERT
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“SmartCompliance works on its own! I Love the system and the fact it watches the dates and sends notices of non compliance to clients. Everyday emails really get the clients to respond.”
Amy Newcomer
Executive Assistant from Risk Management LLC
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“SmartCompliance is work Smart not Hard!!! This product was chosen by my boss to try to ease my load of my subcontractors compliance issues. Thanks to the software, I am able to keep all of my subcontractors in one program and keep up whether or not they are in compliance.”
Nicholean Randleman
Corporate Paralegal from SUEZ
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“SmartCompliance does a better job of actually tracking expiration dates of insurance certs, licenses, etc. than other products. The software is easy to use and the customer service is superb. Makes tracking subcontractor compliance much easier!”
Michelle Fleshman
Specialist from Heico Construction Group
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“Thanks to SmartCompliance, were able to custom design the areas of analysis and evaluation. This is critical to our operations and our Risk Transfer Program. The results aid us and our members in obtaining proper Risk Transfers and know that the limits and other specifications are 100% correct. Also, the staff has been excellent, they understand our unique situation and, most importantly, they listen. They are problem solvers!”
Brett Carruthers
Vice President from Wright Public Entity
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“SmartCompliance is a great Daily Vendor Management Program! The system is great for day-to-day monitoring of hundred of vendors, where we have several different types of vendor classifications, in use by several different subsidiaries. Also, the features allow vendors to upload their own documents and the ability to customize what each subsidiary is able to view and edit in the system.”
Sierra Cryderman
Risk Management Associate from Pacific Coast Companies, Inc.
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Streamline Your Compliance Process

Experience for yourself why SmartCompliance is the most trusted provider for certificate of insurance or proof of insurance tracking, issuance, and compliance management.
REQUEST A FREE DEMO

Talk to Sales: (888) 818-4651
Talk to Support: (866) 610-7594

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OUR SOLUTIONS
  • Commercial COI Tracking
  • Residential Renters Insurance Tracking
  • Commercial COI Issuance
RESOURCES
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  • Contact
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SmartCompliance provides insurance tracking and compliance management solutions to commercial and residential insurance professionals. Our self-service and full-service solutions automate certificate of insurance or proof of insurance renewals, eliminate manual data entry and help ensure end-to-end compliance.

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  • Who We Serve
    • Risk Managers
      • Commercial Certificate of Insurance Tracking
      • Commercial Certificate of Insurance Issuance
      • Residential Proof of Insurance Tracking
    • Insurance Brokers & Consultants
      • Commercial Certificate of Insurance Tracking
      • Commercial Certificate of Insurance Issuance
    • Insurance Carriers & Providers
      • Residential Proof of Insurance Tracking
    • Property Managers
      • Commercial Certificate of Insurance Tracking
      • Residential Proof of Insurance Tracking
    • TPAs
      • Commercial Certificate of Insurance Issuance
    • Self-Insureds
      • Commercial Certificate of Insurance Issuance
    • Service Providers
      • Commercial Certificate of Insurance Issuance
  • Solutions
    • Commercial Risk Management Solutions
      • Certificate of Insurance Tracking
      • Certificate of Insurance Issuance
    • Residential Risk Management Solutions
      • Proof of Insurance Tracking
  • Resources
    • Case Studies
    • News and Blog
    • Free Guide
    • Newsletter Signup
    • Press
  • Contact
  • Login
  • Get Started
SmartCompliance