Provide a better service for your clients with efficient Tracking of Insurance Certificates, accelerated COI Issuance and organized Vendors.
SmartCompliance is a solution that will put your processes on the fast track to fulfillment, along with increased retention of your customers and peace of mind in each step of the process.
Discover what the most effective and user-friendly software for COI Processing can do for you!
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If for any reason you feel that our product did not live up to your expectations or meet your standards of excellence, we offer a no-hassle 100% money back guarantee for 30-days.
Get better results with less effort
Commercial Certificate of Insurance Tracking
Automate the time-consuming process of collecting Certificates of Insurance, sending renewal requests & confirming third-party compliance.
Issuance & Management Certificates
Our leading COI issuance solution provides an easier, more cost-effective, and accurate way to issue and manage renewal certificates of insurance.
Construction Management Tracking
Keep Construction Projects Safe, Secure and Profitable by automating your COIs process and compliance status with us!
Smartcompliance in action
“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/Strategy Marketing Manager at Commercial Insurance Consultants (CIC)
“For the past 8+ years, we’ve used SmartCompliance to help us issue & track certificates of insurance, as well as manage the renewal process of over 60,000 certificates. Without SmartCompliance, this monumental task would be unachievable, regardless of how many personnel resources were available.”
Insurance Compliance Manager at CCMSI
“SmartCompliance is a problem solver! We custom design the areas of analysis and evaluation that we need. This is critical to our operations and our Risk Transfer Program. The results aid us and our members in obtaining proper Risk Transfers and know that the limits and other specifications are 100% correct”
Vice President from Wright Public Entity
“SmartCompliance works on its own! I Love the easy-to-use system and the fact it watches the dates and sends notices of non-compliance to clients. Everyday emails really get the clients to respond in an easy an automatic way. In the process, it saves us time and effort ensuring better results.”
Executive Assistant from Risk Management LLC
“We needed a dynamic COI tracking system that would help us drive new sales while give us the ability to control the collection and compliance of critical data for our clients. We were fortunate to find this partnership with SmartCompliance who have given us the tools, customer service & processes needed to meet & exceed our goals.”
“SmartCompliance is work Smart not Hard!!! This product was chosen by my boss to try to ease my load of my subcontractor’s compliance issues. Thanks to the software, I am able to keep all of my subcontractors in one program and keep up whether or not they are in compliance.”
Corporate Paralegal from SUEZ
“SmartCompliance does a better job of actually tracking expiration dates of insurance certs, licenses, etc. than other products. The software is easy to use and the customer service is superb. Makes tracking subcontractor compliance much easier!”
Specialist from Heico Construction Group
“SmartCompliance is a great Daily Vendor Management Program! The system is great for day-to-day monitoring of hundreds of vendors. Also, the features allow vendors to upload their own documents and the ability to customize what each subsidiary is able to view and edit in the system.”
Risk Management Associate from Pacific Coast Companies, Inc.
“Since the partnership with SmartCompliance we have seen an increase in brand compliance from 30% to 95%. The professional looking automated notifications and the efficiency of the platform has helped us streamline the COI collection process.”
Compliance Manager, EZCERT
“I’d highly recommend SmartCompliance to any risk and insurance companies looking to streamline document and work flow management, improve the services they provide for clients, and improve the collective sanity and efficiency of their organization.”
Executive VP and Chief Technology Officer at CCMSI
Read more opinions
Our Web-Based Software makes staying Compliant effortless
Manage COIs In One Centralized Location
- Get rid of paper trails and file cabinets that are cluttering up your office. Manage all your certificates, requirements, endorsements and insured relationships in a centralized location.
- Search through your Certificates of Insurance, documents and insureds by name, field, compliance status and more in a fraction of the time.
- Consolidate your certificates and corresponding insured data, to guarantee insureds are compliant and ensure subrogation coverage for your company.
Automate Certificate and Endorsement Collection
- Send your insureds automated requests for missing or expiring certificates, reducing time spent manually monitoring COIs.
- Create and send insureds professional-looking emails and links to upload certificates online without relying on a web developer.
- Easily submit certificates and other documents with a single click, reducing time spent during the COI communication process.
Eliminate manual data entry
- Use our OCR (Optical Character Recognition) technology to automatically scan forms, transcribe information and compare your customized risk templates to guarantee insured compliance.
- Quickly realize if your insurance requirements aren’t being met. Receive notification of non-compliance and highlighted areas on the certificate for an easier identification.
Generate Insightful Internal and External Risk Reports
- Get complete reports on all system activity, employee productivity, duplicated documents, insured compliance, bulk renewals, communications sent and more.
- Export and download all reports in PDF or Excel format.
