Our leading COI tracking solution & team of insurance professionals provide an easier, more cost-effective way to track certificates of insurance, automate renewal requests, & guarantee end-to-end compliance.
Our COI Tracking Solutions & Services Make Staying Compliant Effortless
Manage COIs in One Centralized Location
Eliminate paper trails and file cabinets that are cluttering up your office and manage all your certificates, requirements, endorsements, insured relationships and other insurance documents in a single system.
Automate Certificate & Endorsement Collection
Automatically notify insureds for missing or expiring certificates of insurance, reducing time spent manually following up and monitoring COIs, and prequalifying vendors.
Eliminate Manual Certificate of Insurance Data Entry
Use our OCR (Optical Character Recognition) technology to automatically scan forms, transcribe information and compare to your customized risk templates to confirm validity of your vendors’ coverage.
Generate Insightful Internal & External Risk Reports
Stay compliant and increase liability awareness in real time with customized risk reports, which provide insight and analysis on all your system activity, compliance percentages, communications sent, employee productivity and more.
Quickly Set Up, Train Users & Receive Ongoing Support
Easily import compliance and insurance document data and get started using the system without installation or extensive user training. Our best in class, insurance customer service professionals are also here to take care of your support needs.
Manage Risk In-House with Our Self-Service Offering
For companies who are looking for an easier and cost-effective way to track COIs, send automated renewal requests and ensure compliance, but still want to manage the process themselves.
Take COI Management Off Your Plate with Our Full-Service Offering
For companies who do not want to deal with the COI process, take advantage of the SmartCompliance COI team, a group of qualified insurance professionals, who will manage the compliance process for you.
Efficiently Track Third-Party Insurance Requirements for Your Clients
Are you an agent, broker, or consultant? Win new business and build stronger relations with clients by offering them access to the leading insurance tracking solution or generate more revenue by offering your compliance review services.
