A unique cloud-based platform built for Risk Managers that automates certificate of insurance tracking and management of renewal certificates of insurance in a more cost-effective way. Eliminate manual data entry & help ensure compliance in one click.
Quick, accurate, and cost-effective Risk Management Services
Assure controls are operating effectively & provide research and analytical support in minutes.
Easily track Risk Policies & Processes
Take advantage of easy searching and filters from one centralized location to assure controls are operating effectively.
Popular Features:
- Manage all renewal certificates of insurance in a single system.
- Easily identify exposures for recommend solutions.
- Quickly review policy information and easily update in real-time.
- Monitor compliance 24/7 with insurance procedure.
Avoid potential damage from a data breach
Tracking software that manages the time-consuming process of collecting certificates of insurance and confirming compliance.
Popular Features:
- Easily prepare loss analyses and budgets with Risk Insights & Analysis Reports.
- Automated COI Tracking & Renewal Requests.
- OCR Technology for Streamlined Compliance Verification.
- Batch Certificate Delivery Processing.
Simply Manage Claims and loss control activities
Guarantee that the right contractual policies are in place and send out COIs while generating correct certificates.
Popular Features:
- One centralizade comunication plataform with providers, brokers, TPA and Insurers.
- Control Certificate of Insurance Data in one click.
- Easily stay up to date with the active versus inactive contracts.
- Fast access to the right data to make effective risk decisions.
Choose and click on the solution that fits you best
Tailored solutions for Risk Managers
“SmartCompliance is a problem solver! We custom design the areas of analysis and evaluation that we need. This is critical to our operations and our Risk Transfer Program. The results aid us and our members in obtaining proper Risk Transfers and know that the limits and other specifications are 100% correct”
Vice President from Wright Public Entity
“SmartCompliance works on its own! I Love the easy-to-use system and the fact it watches the dates and sends notices of non-compliance to clients. Everyday emails really get the clients to respond in an easy an automatic way. In the process, it saves us time and effort ensuring better results.”
Executive Assistant from Risk Management LLC
“Since the partnership with SmartCompliance we have seen an increase in brand compliance from 30% to 95%. The professional looking automated notifications and the efficiency of the platform has helped us streamline the COI collection process.”
Compliance Manager, EZCERT
Our commit is to reduce Your Risk
Quickly identify the potential risks that may hinder the reputation, safety, security and financial prosperity of your organization with our Risk Managers COI Tracking Solutions & Effortless Compliant Solution.
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 percentage and employee security.
