As a Third-Party Administrator you need to take over Certificate of Insurance tracking, management, and renewal for clients in a more cost-effective way. At SmartCompliance, we can help you with our unique cloud-based platform. Eliminate manual data entry and help increase client compliance in one click.
Save time and streamline Vendors Management Process by making sure your clients tailored insurance requirements are met. Differentiate from your competition by ensuring results without overwhelming your team with administrative tasks.
Store, search, and filter your clients’ certificates in one centralized location while assuring renewal COIs are delivered on time with automated request notifications.
Have clients upload their COIs directly to the software to manage the time-consuming process of manual collection and confirming compliance.
Make sure that Certificate of Insurance renewal requests are sent out and issue the right certificates of insurance to your clients.
Use SmartCompliance to quickly identify the potential risks that may hinder the reputation, safety, security, and financial prosperity of your clients. Discover our tailored solution to streamline Compliance Verification processes for TPAs.
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.
Automatically notify insureds of missing or expiring certificates of insurance, reducing time spent manually following up, monitoring certificates of insurance, and prequalifiying 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.
Win new business and build stronger relations with clients with the leading insurance tracking solution. Take COI management off your plate with our Full-Service offering.
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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.