Insurance Tracking & Compliance Management Solutions
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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.
Core Features
Audit Features
  • Alerts/Notifications
  • Compliance Management
  • Dashboard
  • Issue Management
  • Mobile Access
  • Risk Analysis
  • Workflow Management
Compliance Features
  • Archiving & Retention
  • Audit Management
  • Compliance Tracking
  • Controls Testing
  • Risk Management
  • Surveys & Feedback
  • Version Control
  • Workflow Automation
Policy Management Features
  • Approval Process Control
  • Attestation
  • Audit Trails
  • Compliance Management
  • Dashboard
  • Policy Creation
  • Policy Library
  • Reports
  • Version Control
  • Workflow Management
Construction Management Features
  • Accounting Integration
  • Budget Tracking
  • Commercial
  • Contract Management
  • Contractors
  • Equipment Tracking
  • Residential
  • Subcontractor Management
Pricing Type
Contact Vendor
Free Version
Payment Frequency
Quote Based
Customer Reviews
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • Chat
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
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