SmartCompliance is the most cost-effective software in the insurance industry to manage certificates.
COI Collection via Automated Email Notifications, Fax, Scan or Dedicated Web Page
OCR (Optical Character Recognition) Technology to Scan & Transcribe Documents
250 Vendors (Vendors can be added in increments of 250 for an additional cost)
Unlimited System Users
Unlimited Customized Risk Templates
Personalized User Interface
Self-Serve Insured and Producer Uploads
Customized Productivity Reports and Audit Log
Live Call Support and Online Support Portal
24/7 Internet Access (no installation necessary)
Online Training and Media Resources
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.