Client Case Studies

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

Featuring Skip Brechtel of CCMSI

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.

Featuring Rachel Deely of CIC

Learn how Commercial Insurance Consultants increased compliance for their real estate clients by over 65% with the latest certificate tracking software.

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OUR PRODUCT

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.