Solutions & Services

SmartCompliance is the most cost-effective software in the insurance industry to manage certificates.

All SmartCompliance Systems Include:

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

Full-Service Options Are Available Upon Request

“Using SmartCompliance to manage certificates of insurance, we’ve helped our clients increase their vendor compliance percentage by as much as 65%.”

Rachael Deely

Consultant/Strategy Marketing Manager at Commercial Insurance Consultants (CIC)

Ready for a free customized quote and demo?

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

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.