AssuredPartners is one of the fastest-growing independent insurance agencies in the U.S. with offices in 38 states and two countries. AssuredPartners’ leadership team has more than 55 years of experience in the insurance industry and places a strong value on lasting relationships built on trust. They use their experience from the insurance industry and relationships they have built to create products and solutions tailored to each client’s individual needs.
AssuredPartners believes being an insurance broker is about more than selling policies. They are a partner to their clients to develop a strategy for risk management. To do this they started tracking tenant certificates of insurance (COIs) for their real estate accounts. One of the tools they use to help their clients manage risk is SmartCompliance. That was a huge added value to their clients as it took the burden of certificate tracking off their plates and created a clear and concise way to track which tenants were in compliance and which were in default on their lease.
Before coming across SmartCompliance, AssuredPartners used their version of a certificate management software that was available on their web portal. Their software could track certificates, but they found it wasn’t user friendly enough or able to create detailed reports to exhibit compliance. It was at this point that the search for a more user-friendly and detailed software began which ended in them selecting SmartCompliance as their platform of choice.
By using SmartCompliance, AssuredPartners could take the burden of tracking hundreds or even thousands of certificates out of the hands of property managers. Doing so allowed AssuredPartners clients to focus on other aspects of their jobs while having peace of mind that compliance was met.
SmartCompliance’s dashboards allowed AssuredPartners to view client compliance percentages without having to generate reports. Because of the customization features of SmartCompliance, AssuredPartners could use the software for all their clients, no matter how many documents there were.
The ability to store data in SmartCompliance was beneficial to AssuredPartners because tenants who moved out of properties that were clients of AssuredPartners remained in the system.
SmartCompliance allowed AssuredPartners to take over certificate tracking processes for their clients, and the user-friendly interface and customer support allowed ease of use for AssuredPartners employees. “If I ever had an issue with the system or wanted to do something that I didn’t see a capability for, within 24 hours of arising the question, I either have a workaround or a ticket in for a new system feature,” added Annie.
AssuredPartners offers SmartCompliance certificate of insurance management to every potential real estate client they sit down in front of. Certificate tracking isn’t something most brokers do, so it’s a huge value-add that AssuredPartners can offer.
AssuredPartners use SmartCompliance to give their clients peace of mind knowing their compliance is in line and ensures the limits in their contracts are met. For clients who have limits that are not met, SmartCompliance allows a way to show which tenants have been contacted and where the next steps can begin.
Impact Compliance Administrator at AssuredPartners
Talk to Sales: (888) 818-4651
Talk to Support: (866) 610-7594
SmartCompliance provides insurance tracking and compliance management solutions to commercial and 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.