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.
Deliver Efficient Administrative Services for Your Client’s
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.
Easily Track Renewals & Individual Compliance
Store, search, and filter your clients’ certificates in one centralized location while assuring renewal COIs are delivered on time with automated request notifications.
- Manage renewal certificates of insurance for all clients in a single platform.
- Easily stay up to date with active versus inactive contracts and coverages limits requirements.
- Quickly review individual policy information and easily update on a real-time basis.
- Update and monitor insurance compliance procedures 24/7.
Avoid Damage from manual Data Entry
Have clients upload their COIs directly to the software to manage the time-consuming process of manual collection and confirming compliance.
- Easily prepare loss analyses and budgets with Risk Insights & Analysis Reports.
- Automated COI tracking & renewal requests.
- OCR technology for streamlined compliance verification.
- Guarantee the right contractual policies are in place by automated monitoring of all data.
Easily Communicate with Clients & Vendors
Make sure that Certificate of Insurance renewal requests are sent out and issue the right certificates of insurance to your clients.
- One centralized communication platform to request COIs from clients.
- Control & monitor all certificate of insurance data in just one click.
- Easily stay up to date with the active versus inactive contracts.
- Issue or renew small and large volumes of certificates of insurance using our auto-notification system.
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
The Best Software for TPA’s
“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 at CCMSI
“We needed a dynamic COI tracking system that would help us drive new sales while give us the ability to control the collection and compliance of critical data for our clients. We were fortunate to find this partnership with SmartCompliance who have given us the tools, customer service & processes needed to meet & exceed our goals.”
Compliance Administrator, Assured Partners
“SmartCompliance is work Smart not Hard!!! This product was chosen by my boss to try to ease my load of my subcontractor’s compliance issues. Thanks to the software, I am able to keep all of my subcontractors in one program and keep up whether or not they are in compliance.”
Corporate Paralegal from SUEZ
Our Goal is to Help You Increase Compliance
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.
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 of missing or expiring certificates of insurance, reducing time spent manually following up, monitoring certificates of insurance, and prequalifiying 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.
Efficiently Track Third-Party Insurance Requirements for Your Clients
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.
