SmartComplianceSmartComplianceSmartComplianceSmartCompliance
  • Who We Serve
    • Risk Managers
      • Commercial Certificate of Insurance Tracking
      • Commercial Certificate of Insurance Issuance
      • Residential Proof of Insurance Tracking
    • Insurance Brokers & Consultants
      • Commercial Certificate of Insurance Tracking
      • Commercial Certificate of Insurance Issuance
    • Insurance Carriers & Providers
      • Residential Proof of Insurance Tracking
    • Property Managers
      • Commercial Certificate of Insurance Tracking
      • Residential Proof of Insurance Tracking
    • TPAs
      • Commercial Certificate of Insurance Issuance
    • Self-Insureds
      • Commercial Certificate of Insurance Issuance
    • Service Providers
      • Commercial Certificate of Insurance Issuance
  • Solutions
    • Commercial Risk Management Solutions
      • Certificate of Insurance Tracking
      • Certificate of Insurance Issuance
    • Residential Risk Management Solutions
      • Proof of Insurance Tracking
  • Resources
    • Case Studies
    • News and Blog
    • Free Guide
    • Newsletter Signup
    • Press
  • Contact
  • Login
  • Get Started
Get monthly updates on the latest insurance technology news and developments.
SUBSCRIBE

Simplify Insurance Certificate Tracking & Compliance Management

We provide an easier, more cost-effective way for you to collect and track certificates of insurance, automate renewal requests, and guarantee insured compliance.

GET STARTED

Our Web-Based COI Tracking Software Makes Staying Compliant Effortless

Manage COIs In One Centralized Location

  • Get rid of the paper trails and file cabinets that are cluttering up your office and manage all your certificates, requirements, endorsements and insured relationships in a single system
  • 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 their certs online without relying on a web developer
  • Provide insureds and producers the opportunity to easily submit their certificates and other documents with a single click, reducing time spent during the COI communication process

Eliminate Manual Certificate of Insurance 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 with our non-compliant notifications and highlighted areas on the certificate
  • Know the instant an insured is not compliant, so you can immediately follow up with the requests for more information

Generate Insightful Internal and External Risk Reports

  • Generate analysis and feedback reports on all system activity, employee productivity, duplicate insureds, insured compliance, bulk renewals, communications sent and more
  • Export and download all reports in PDF or Excel format

Own & Manage Risk In-House to Avoid Costly Alternatives

  • Manage compliance in-house, eliminating the need for a costly full-service intermediary
  • Customize our insurance documents and risk management software to meet your risk management process needs

Quickly Set Up, Train Users & Receive Ongoing Support

  • Easily import current compliance or insurance document data
  • No installation or extensive user training is necessary
  • Live customer support is always available for troubleshooting
  • Send system requests and issues submittals via our online Help Center

Get everything you need to efficiently collect, track and ensure COI compliance.

Talk to Sales: (888) 818-4651
Talk to Support: (866) 610-7594

NEWSLETTER SIGNUP

OUR SOLUTIONS
  • Commercial COI Tracking
  • Residential Renters Insurance Tracking
  • Commercial COI Issuance
RESOURCES
  • Case Studies
  • News & Blog
  • About Us
GET IN TOUCH
  • Contact
  • Request A Demo

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.

Copyright © 2020, SmartCompliance, Inc. All rights reserved | Privacy Policy | Terms of Use
  • Who We Serve
    • Risk Managers
      • Commercial Certificate of Insurance Tracking
      • Commercial Certificate of Insurance Issuance
      • Residential Proof of Insurance Tracking
    • Insurance Brokers & Consultants
      • Commercial Certificate of Insurance Tracking
      • Commercial Certificate of Insurance Issuance
    • Insurance Carriers & Providers
      • Residential Proof of Insurance Tracking
    • Property Managers
      • Commercial Certificate of Insurance Tracking
      • Residential Proof of Insurance Tracking
    • TPAs
      • Commercial Certificate of Insurance Issuance
    • Self-Insureds
      • Commercial Certificate of Insurance Issuance
    • Service Providers
      • Commercial Certificate of Insurance Issuance
  • Solutions
    • Commercial Risk Management Solutions
      • Certificate of Insurance Tracking
      • Certificate of Insurance Issuance
    • Residential Risk Management Solutions
      • Proof of Insurance Tracking
  • Resources
    • Case Studies
    • News and Blog
    • Free Guide
    • Newsletter Signup
    • Press
  • Contact
  • Login
  • Get Started
SmartCompliance