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Issue Certificates of Insurance Quickly, Accurately, and Cost Effectively
Centralize Certificate of Insurance Holder Data
- Eliminate manual, paper-based issuance processes that can be a burden and cause issues by managing and issuing all renewal certificates of insurance in a single system
- Quickly review policy information and easily update on a real-time, 24/7 basis through an attainable database of all your COIs, endorsements and holder data
- Take advantage of easy searching and filters from one location, saving your team time with audits and claims
Automate Bulk Renewal Issuance
- Automate certificate of insurance request, creation, delivery, and storage
- Quickly and easily issue or renew small and large volumes of certificates of insurance by email to holders
- Our web-based COI request form helps ensure requestors provide accurate information to generate the correct certificate
- Use our customized certificate of insurance templates to easily generate and send out COIs
Control Your Certificate of Insurance Data
- With an in-house process, accompanied by a COI issuance solution, you’ll be able to keep everything organized, control the data, and guarantee the right contractual policies are in place
- Easily stay up to date with the active versus inactive contracts and which coverage’s or limits are required
- When bulk-renewal time comes around, you will have access to the right data to make effective risk decisions
“For the past 8+ years, we’ve used SmartCompliance to help us issue & track certificates of insurance, as well as manage the renewal process of over 60,000 certificates. Without SmartCompliance, this monumental task would be unachievable, regardless of how many personnel resources were available.”
Insurance Compliance Manager, CCMSI
