Win new business and build stronger relations with clients by offering them access to the leading insurance tracking software or generate even more revenue by offering your compliance review services.
How Brokers & Consultants Use SmartCompliance to Help Clients Transfer Risk
Utilize SmartCompliance COI Tracking Software to Manage Client Compliance Process
- Access our certificate of insurance tracking features & tools to streamline your client’s compliance process
- Provide value-added, revenue generating service by assisting clients review their incoming COIs or endorsements to ensure vendor compliance
- Your clients are focused on running their business. Use our platform & your insurance expertise to take over their entire compliance process & generate more revenue
Refer our Tracking Software to Your Clients
- Offer your clients access to our certificate of insurance software to help them streamline their compliance and ensure protection
- You will receive 10% of the clients first year license
Refer SmartCompliance COI Tracking Services to Your Clients
- Tracking certificates of insurance can be time-consuming & potentially expose your clients to unintended risk. Offer our full-service COI management package to your clients and we’ll take over the compliance process for them
- You will receive 10% of the clients first year license
“We needed a dynamic COI tracking system, strong customer support & a process that would help drive new sales & give us the ability to be that valued partner that controls the collection & 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.”
