SmartCompliance Partnership Program: How Brokers & Consultants Benefit

With the insurance industry becoming more and 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 would like to stand out from the competition. 

Brokers and consultants are able to win new business and build stronger relations with clients by offering them access to the leading certificate of insurance tracking software or generate more revenue by offering their compliance review services. 

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

1. Utilize SmartCompliance COI Tracking Software to Manage Client Compliance Process – Access our certificate of insurance tracking features and tools to streamline your client’s compliance process. Provide value-added, revenue generating service by assisting clients review 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 certificate of insurance software to help them streamline their compliance and ensure protection in-house. You will receive 10% of the clients first year license. 
3. Refer SmartCompliance COI Tracking Services to Your Clients – Tracking certificates of insurance can be time-consuming and potentially 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 will receive 10% of the clients 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.