Automate, Track, and Simplify Your Certificate of Insurance Process.
Managing COIs doesn’t have to be error-prone, time-consuming, or tied to outdated processes. With SmartCompliance, businesses can automate COI collection, verification, and tracking—ensuring compliance across vendors, subcontractors, and multi-state operations. Our COI Management Software streamlines workflows, reduces risks, and helps your team stay audit-ready effortlessly.
Why COI Management Matters
Ineffective COI tracking creates:
Compliance Gaps
Missed renewals and invalid COIs can lead to costly coverage lapses.
Wasted Time
Outdated tracking methods consume valuable resources and elevate the risk of human error.
Risk Exposure
Non-compliant vendors put your business at financial risk.
With SmartCompliance, you get automation, accuracy, and complete visibility to eliminate these challenges
Try our Software today. It is 100% Risk-Free!
SmartCompliance COI Management Services
Automated COI Tracking
Stop chasing down certificates. Our platform automatically collects, verifies, and monitors COIs in real time, so nothing falls through the cracks.
• Automatic reminders for vendors before expirations
• Centralized COI repository for easy access
Compliance Verification
Ensure every vendor meets your insurance requirements. Our system validates coverage, flags issues, and keeps you protected.
• Instant compliance checks to identify gaps
• Custom compliance rules tailored to your business
Audit-Ready Reporting
Be prepared for audits with on-demand reports that provide complete visibility into your COI status and compliance performance.
• Real-time dashboards with actionable insights
• Easy reporting for audits and stakeholders
Full-Service COI Management
Don’t want to manage COIs yourself? Let our team of professionals handle it for you. We’ll ensure every certificate is compliant and up to date.
• Outsource COI collection and review
• Dedicated experts to handle the entire process
SmartCompliance COI Management Services
Take control of your COI tracking and compliance with SmartCompliance.
Talk to Our Experts. Let’s discuss how we can streamline your COI processes.
How It Works
1
Upload Certificates
Vendors upload their COIs directly into the platform.
2
Automate Verification
COIs are automatically verified against your compliance rules.
3
Receive Alerts
Get notified of renewals, expirations, or non-compliant certificates.
4
Stay Audit-Ready
Access all COIs and compliance reports in one centralized dashboard.
