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Client Case Studies

Learn how insurance professionals optimize their insurance tracking and compliance management with SmartCompliance.

  • Commercial COI Tracking Software
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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%.

AssuredPartners Case Study

Learn how one of the fastest-growing independent insurance agencies in the U.S. used SmartCompliance to take on the burden of tracking certificates of insurance for their clients.

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SmartCompliance provides insurance tracking and compliance management solutions to commercial and residential 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.

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  • Who We Serve
    • Brokers & Consultants
    • Carriers & Providers
    • General Contractors
    • Property Managers
    • Risk Managers
    • Self-Insureds
    • TPAs
  • Solutions
    • Commercial Risk Management Solutions
      • Certificate of Insurance Tracking
      • Certificate of Insurance Issuance
    • Residential Risk Management Solutions
      • Proof of Insurance Tracking
    • Partnership Solutions
    • Construction Management
  • Resources
    • Case Studies
    • News and Blog
    • Our eBooks
    • Newsletter Signup
    • Press
    • Frequent Questions
  • Contact
  • Login
  • Get Started
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