The perfect solution for Self-insureds searching for a way to automate the time-consuming and manual processes of tracking Certificates of Insurance (COI) and ensuring Compliance. Our software eases Management in a more cost-effective and streamlined way allowing you to automate and digitalize process.
Remain protected and save your wallet by ensuring your Auto, Home, Health, and Life Insurance are in compliance. Transform the way you manage critical workflows, leverage analytics, and engage with stakeholders.
Take advantage of easy searching and filters from one centralized location to assure risks are covered and compliance is met.
Manage the time-consuming process of collecting certificates of insurance and confirming compliance for your tailored coverages.
Guarantee appropriate contractual policies are in place and send out the right COIs, at the right time, and to the right parties.
Our software empowers you to identify and mitigate the risks that hinder the safety, security, and financial prosperity of your self-insurance plan.
Eliminate paper trails and file cabinets that are cluttering up your office and manage all your certificates, requirements, endorsements, insured relationships and other documents in a single platform.
Automatically notify insureds for missing or expiring certificates of insurance, reducing time spent manually following up and monitoring COIs, and prequalifying vendors.
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.
Make staying compliant effortless and take advantage of customized risk reports, insights and analysis on all your system activity, compliance percentage and compliance status.
Talk to Sales: (888) 818-4651
Talk to Support: (866) 610-7594
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.