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  • 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
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Commercial Certificate of Insurance Tracking Services

We understand that managing COIs can be time-consuming, confusing & potentially expose your company to unintended risk. That’s why we offer our full-service COI management package, so you don’t have to deal with the COI process.

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Overview

COI Management Software

COI Management Services

For Brokers & Consultants

Stay Protected with Our Start to Finish COI Tracking Services

Take Advantage of Our Qualified Insurance Professionals

  • Ensure compliance by letting our team of insurance professionals manage the entire COI process for you, which includes setup, collection, compliance review, tracking and reporting
  • We’ll manage the day-to-day certificate of insurance processes, freeing up time for your in-house staff to focus on core competencies of the business and generating more revenue for your organization
  • Our knowledgeable insurance professionals act as an extension of your organization and work to ensure the proper coverage and limits are being met, so you remain protected
  • Cut costs by eliminating the overhead associated with recruiting, hiring, training and employing in-house staff due to growth or turnover

We’ll Onboard & Set Up the COI Tracking System for You

  • Our team imports, set’s up and configures your insured information, specific insurance requirements for your insureds and communication templates
  • We’ll build your certificate of insurance notification templates and coordinate the auto-notification frequency (initial outreach, renewal request, follow-up on deficient COIs)
  • We’ll make your transition to the certificate of insurance management service as easy, efficient and effective as possible

Our Team Collects, Tracks, & Reviews Your COIs

  • Our certificate of insurance tracking software will be utilized to manage all aspects of your COI process that traditionally requires costly, time-consuming manual processes
  • We’ll send initial and renewal certificate of insurance request emails on your behalf, as well as manage any insured COI questions or concerns
  • Immediately after the data has been extracted from the insurance documents, we will compare the coverage information provided to your insurance requirements and follow-up with non-compliant insureds to achieve compliance

Generate Customized Compliance Reports Based on Your Needs

  • We’ll build and provide customized compliance reports based on your needs and determined scheduled frequency
  • Stay protected and increase your liability awareness in real time through our systems dashboards, reports and application features
  • You can access the system, search insureds, download certificates of insurance, view transactional histories and compliance status on a 24/7 basis

Contact Our Team of Insurance Professionals Today to See if Our COI Tracking Services Fit Your Needs

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

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  • Commercial COI Issuance
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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.

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  • 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