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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
    • Partnership Solutions
  • Resources
    • Case Studies
    • News and Blog
    • Our eBooks
    • Newsletter Signup
    • Press
    • Frequently Questions
    • Webinars
  • Contact
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About SmartCompliance

The leading insurance tracking and compliance management software for commercial and residential insurance professionals.

Our Story

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 commercial certificate of insurance renewals, eliminate manual data entry, and ensure vendor compliance.

Ten years later, SmartCompliance has transformed the commercial certificate of insurance management process, increasing vendor compliance to more than 95%. for companies across the U.S. SmartCompliance has also recently expanded its insurance tracking and compliance management solutions to incorporate proof of insurance collection and tracking software, as well as certificate of insurance issuance software.

“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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We Work With…

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SC-Demo-Client-Logo-EZ-OK
SC-Demo-Client-Logo-HE-OK
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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

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
  • Case Studies
  • News & Blog
  • About Us
GET IN TOUCH
  • Contact
  • Request A Demo

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.

Copyright © 2021, SmartCompliance, Inc. All rights reserved | Privacy Policy | Terms of Use
  • 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
    • Partnership Solutions
  • Resources
    • Case Studies
    • News and Blog
    • Our eBooks
    • Newsletter Signup
    • Press
    • Frequently Questions
  • Contact – previows version
  • Login
  • Get Started
SmartCompliance