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.
Ensure Compliance Against Financial Losses
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.
Easily Track Risk and Coverages in one Platform
Take advantage of easy searching and filters from one centralized location to assure risks are covered and compliance is met.
- Manage all proof of insurance in a single system.
- Easily identify exposures and find solutions.
- Quickly review coverage information and update in real-time.
- Update and monitor insurance compliance procedures on a 24/7 basis.
Assure Peace of Mind Ensuring Compliance
Manage the time-consuming process of collecting certificates of insurance and confirming compliance for your tailored coverages.
- Easily prepare loss analyses and budgets with Risk Insights & Reports.
- Automated COI tracking & renewal requests.
- OCR Technology for streamlined compliance verification.
- Keep everything organized, monitor data, and guarantee your insurance is in place.
Easy COI Issuance & Data-Driven Decisions
Guarantee appropriate contractual policies are in place and send out the right COIs, at the right time, and to the right parties.
- One centralized platform for all your insurance and Management Processes.
- Control certificate of insurance data in one click.
- Use our customized email templates to easily generate and request COIs within the software.
- Get fast access to the right data and make effective risk and insurance decisions.
Try our Software today. It is 100% Risk-Free!
If for any reason you feel that our product did not live up to your expectations or meet your standards of excellence, we offer a no-hassle 100% money back guarantee for 30-days.
Trusted By
Tailored solution for Self-Insureds
“I like that the certificates can be centrally located and the ability to have real time accuracy on coverage. I can pull a report and enter the coverage listed into our company’s system. It is a remarkably simple format and user friendly.”
H&E Equipment Services Inc.
“Optical character recognition (OCR). The service is available anytime and anywhere with an internet connection. SmartCompliance offers a platform to improve and enhance certificate tracking and insurance compliance management. ”
PCCI
“The system is easy to learn and use. The full-service option was a huge bonus. We recently upgraded from self-service to full service and I am incredibly happy with the customer service I am receiving.”
Home Franchise Concepts
A Custom Software for Tailored Coverages
Our software empowers you to identify and mitigate the risks that hinder the safety, security, and financial prosperity of your self-insurance plan.
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 documents in a single platform.
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
Make staying compliant effortless and take advantage of customized risk reports, insights and analysis on all your system activity, compliance percentage and compliance status.
