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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
“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.”
Executive Assistant from Risk Management LLC
“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.”
Corporate Paralegal from SUEZ
“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!”
Specialist from Heico Construction Group
“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!”
Vice President from Wright Public Entity
“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.”
Risk Management Associate from Pacific Coast Companies, Inc.
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