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Client Case Studies

Learn how insurance consultants, risk managers and brokers optimize their COI tracking process with SmartCompliance.

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CCMSI Case Study

A risk management case study detailing how America’s largest independent Third Party Administrator (TPA) uses SmartCompliance cloud software for streamlining certificate of insurance management.

CIC Case Study

CIC specializes in nearly every industry as third party compliance and monitoring is an often-overlooked area that many industries need support in.

EZ CERT Case Study

Learn how a certificate of insurance management company increased their franchise clients’ compliance from 30% to 95%.

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SmartCompliance is the #1 COI management software for brokers, insurance consultants & risk managers. Our easy-to-use certificate tracking software helps insurance professionals streamline their COI processes by automating COI tracking & collection, eliminating manual data entry, & ensuring compliance.

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  • Features
    • Features Overview
    • For Insurance Consultants
    • For Risk Managers
    • For Brokers
  • Solutions
  • Resources
    • Case Studies
    • News and Blog
    • Free Guide
    • Newsletter Signup
  • Contact Us
    • Contact Form
    • Sales: (888) 818-4651
    • Customer Support: (866) 610-7594
  • Login
  • Get Started
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