SmartCompliance

Deployment

Web-based

Best for

SmallMediumLarge

Overview

About SmartCompliance

Self-service & full-service solutions that automate certificate of insurance or proof of insurance renewals, eliminate manual data entry, & help ensure compliance. SmartCompliance is a certificate of insurance tracking and compliance management software for brokers, insurance consultants and risk managers. Our easy-to-use certificate tracking software helps insurance professionals streamline their COI processes by automating COI tracking & collection, eliminating manual data entry & ensuring compliance.

COI Tracking Software manage the time-consuming process of collecting certificates of insurance, sending renewal requests and confirming third-party compliance. Residential Proof of Insurance Tracking tracking software help property managers easily track tenant policies to ensure coverage and compliance with renter’s insurance requirements. Commercial COI Issuance Certificate: solution that relieve the burden of creating, delivering, storing and managing certificates of insurance.

At a glance

Software information

Industries served, licensing and the support SmartCompliance provides.

Licensing

  • Quote Based

Support

  • Phone
  • Live Chat
  • Online (Ticket)

Training

  • Help Guides
  • Video Guides
  • Blogs
  • Webinars

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
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Capabilities

SmartCompliance features

The full feature set, grouped by module.

Audit Software

  • Alerts/Notifications
  • Compliance Management
  • Dashboard
  • Issue Management
  • Mobile Access
  • Risk Analysis
  • Workflow Management

Compliance Software

  • Archiving & Retention
  • Audit Management
  • Compliance Tracking
  • Controls Testing
  • Risk Management
  • Surveys & Feedback
  • Version Control
  • Workflow Automation

Policy Management Software

  • Approval Process Control
  • Attestation
  • Audit Trails
  • Compliance Management
  • Dashboard
  • Policy Creation
  • Policy Library
  • Reports
  • Version Control
  • Workflow Management

Construction Management Software

  • Accounting Integration
  • Budget Tracking
  • Commercial
  • Contract Management
  • Contractors
  • Equipment Tracking
  • Residential
  • Subcontractor Management

Plans

SmartCompliance pricing

Free Version
No
Payment Frequency
Quote Based

Media

Screenshots & video

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