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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%.”
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
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