The leading insurance certificate management software for consultants, brokers and risk managers.
After developing a custom certificate of insurance tracking solution for an insurance contract management company in 2010, JBKnowledge, saw the need for a web-based software to help risk management professionals organize critical documents and manage compliance more effectively. Thus, SmartCompliance was created to help automate certificate renewals, eliminate manual data entry, and ensure compliance.
Nine years later, SmartCompliance has transformed the certificate of insurance management process, increasing vendor compliance to more than 85%. for companies across the U.S.
Executive VP and Chief Technology Officer, CCMSI
Consultant/Strategy Marketing Manager, CIC
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.