Win new business, build stronger relationships with clients and generate more revenue by offering an automated Compliance Review service. The perfect solution that allows you to collect, track and monitor Certificates of Insurance in one-cloud-based Compliance Management Software.
Stand Out from the crowd and improve your service!
Provide a value-added service and assist clients by reviewing their incoming COIs or endorsements to ensure Vendor Compliance in the most efficient way.
Easily track Certificates & Insurance Policies
Help business owners protect their companies by taking advantage of our software easy searching and filters features to assure compliance status.
- Manage all Insurance Coverage Certificates in a single system.
- Easily identify exposures and recommend solutions.
- Quickly review Policy Information and easily update in real-time.
- Monitor and update compliance 24/7.
Avoid potential damage from a data breach
Represent Insurers or Consumers Insurance Security with our tracking software that manage the time-consuming process of collecting COIs and confirming compliance.
- Easily prepare analyses and reports evaluate to predict increased risk.
- Automated COI Tracking & Renewal Requests.
- OCR Technology for Streamlined Compliance Verification.
- Batch Certificate Delivery Processing.
Stay on top of your clients’ needs with Expert Analysis
Empower clients by making faster & better decisions about their unique Insurance and Risk Management requirements while improving your own rates.
- One centralized communication platform with clients and companies.
- Control Certificate of Insurance Data in one click.
- Easily stay up to date with the active versus inactive contracts.
- Fast access to the right data to make effective risk decisions.
Offer your clients a unique experience when tracking compliance
Utilize SmartCompliance to Manage your client Compliance Process
Your clients are focused on running their business. Combine your insurance expertise with our powerful software and take over the entire compliance process according to your client’s needs.
- Provide added value by offering a complete service of client assistance to ensure vendor compliance using cutting-edge technology.
- Get access to our software, features and tools to streamline your client’s entire Compliance Process.
Refer SmartCompliance to your Clients and join our Partner Program
Inaccurate management of COIs exposes clients to unintended risk. Offer our full-service COI management package and ensure Compliance protection to your client.
- Offer your clients our Full-Service option and hand the process off to our team of experts to streamline the compliance process and ensure protection.
- Join our Broker Partnership Program and for each referral, receive 10% of the clients first year license.
The effective solution you can implement today
“We were really excited to get rolling with SmartCompliance as the other compliance system we’ve been using in the past was really not helpful in trying to make the system work for our benefit. The software does the trick and has come a long way from where we started it has been really easy to integrate with clients.”
Insurance Broker at HMM Brokerage LLC.
“The best part of SmartCompliance is the ability of auto-follow ups and that we can customize the program.”
Director of Operations at GM Insurance
“Certificates of Insurance (COI) are an essential part of managing liability in our organization. A manual process for COI Management can easily become a resource draining nightmare… By using SmartCompliance to manage certificates of insurance, we’ve helped our clients increase their vendor compliance percentage by as much as 65%.”
Consultant Manager at Commercial Insurance Consultants (CIC)
