SmartCompliance Partnership Program: How Brokers & Consultants Benefit

With the insurance industry becoming more competitive every day, clients need a strong reason for choosing one broker or consultant over another. That’s why SmartCompliance, the leading certificate of insurance (COI) tracking solution, provides partnership program options to agents and consultants who want to stand out from the competition.

Brokers and consultants can win new business and build stronger relations with clients by offering them access to the leading COI tracking software and generate more revenue by highlighting their compliance review services.

Check out the broker and consultant partnership options below to see which package suits your company’s needs.

1. Use SmartCompliance COI Tracking Software to Manage Client Compliance Process – Access our COI tracking features and tools to streamline your client’s compliance process. Provide value-added, revenue-generating service by helping clients with the review of their incoming certificates of insurance and endorsements to ensure compliance.
2. Refer SmartCompliance COI Tracking Software to Your Clients – Offer your clients access to our leading COI software to help them streamline their compliance and ensure protection in-house. You’ll receive 10% of the client’s first-year license.
3. Refer SmartCompliance COI Tracking Services to Your Clients – Tracking certificates of insurance is time-consuming and, if not done right, will expose your clients to unintended risk. Offer our full-service certificate of insurance management package to your clients, and we’ll take over the compliance process for them. You’ll receive 10% of the client’s first-year license.

See for yourself how the SmartCompliance partnership program empowers brokers and consultants to offer streamlined COI tracking, increased compliance, saved time, and insurance expertise to keep your clients protected – schedule a free demo here.