What is SmartCompliance?

Innovative solutions for monitoring insurance and managing compliance are available, featuring both comprehensive and self-directed options that streamline the renewal process for insurance certificates and proof of coverage. These solutions eliminate the need for tedious manual data entry, thus enhancing efficiency. The software designed for COI tracking automates the cumbersome tasks of gathering certificates of insurance, requesting renewals, and verifying compliance with external parties. Property managers benefit significantly from this technology, as it allows them to effortlessly oversee their tenants' insurance policies, ensuring adherence to renter’s insurance mandates. Additionally, these services facilitate the straightforward creation, distribution, storage, and administration of certificates of insurance. SmartCompliance stands out as the leading provider in the realm of certificate of insurance management, proof of insurance tracking, issuance, and compliance solutions, earning a reputation for reliability and effectiveness. By utilizing these advanced tools, businesses can significantly reduce the administrative burden associated with insurance management.

Pricing

Free Trial Offered?:
Yes

Integrations

All SmartCompliance Integrations
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Screenshots and Video

Play Video SmartCompliance.co Insurance Tracking & Compliance Management Solutions Streamline Your Compliance Process commercial and residential insurance professionals 9 Ways to Improve Your COI Response Rates

Company Facts

Company Name:
SmartCompliance
Company Location:
United States
Company Website:
smartcompliance.co
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Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Webinars
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

SmartCompliance Categories and Features

Reporting Software

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Real Estate Property Management Software

Billing & Invoicing
Commercial Properties
Contact Management
Credit Check
Expense Management
Insurance Management
Landlord Database
Late Fee Calculation
Lease Management
Maintenance Management
Owner Portal
Payment Processing
Portfolio Management
Rent Tracking
Residential Properties
Tax Management
Tenant Database
Tenant Portal
Vacancy Tracking
Website Management

Policy Management Software

Approval Process Control
Attestation
Audit Trails
Policy Creation
Policy Library
Policy Metadata Management
Policy Training
Reporting / Analytics
Version Control
Workflow Management

Operational Risk Management Software

Lease Management Software

Billing & Invoicing
Commercial Leases
Contact Management
Landlord Database
Lease Classification
Portfolio Management
Property Management
Residential Leases
Retail Leases
Sublease Management
Tenant Database

Insurance Risk and Compliance Software

Insurance Analytics Software

Franchise Management Software

Appointment Scheduling
Automatic Re-ordering
CRM
Commission Management
Construction Tracker
Contract Management & Signature
Franchise Intranet
Job Scheduling
LMS / Training
Marketing
Onboarding
Online Store
Reputation Management
Website Manager

Construction Management Software

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

Compliance Software

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Certificate of Insurance (COI) Tracking Software

Audit Software

Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Multi-Year Planning
Risk Assessment
Workflow Management

SmartCompliance Customer Reviews

Write a Review
  • Reviewer Name: A Verified Reviewer
    Position: Project Accountant
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Good Product selected from our accounting department

    Date: Nov 09 2020
    Summary

    Easy to use, simple to make your own template inside the program. Converts most of the forms we need to have in the system so there is minimal need to add missing information or having to manually enter everything fo the data,

    Positive

    I like it because it faster scans most of the information. Also adds it from the template for me so I don't have as much Data Entry to do. This way I save a lot of time.

    Negative

    It will read words and numbers that are not there or will cross over the line into the next section to pull information into the wrong spot.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Accountant
    Has used product for: 2+ Years
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Compliance Solutions

    Date: Nov 10 2020
    Summary

    Overall, SmartCompliance offers a platform to improve and enhance certificate tracking and insurance compliance management.

    Positive

    Optical character recognition (OCR)

    The service is available anytime and anywhere with an internet connection.

    Negative

    It is difficult to track certificates with different coverage dates for various types of insurance on certain policies.

    Smart Compliance does not read Farm Bureau Insurance certificates which means that our insurance compliance and certificate management tracking are segregated.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Environmental Associate
    Has used product for: 1-2 Years
    Uses the product: Monthly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Smart Compliance Review

    Updated: Nov 16 2020
    Summary

    Great software that makes the maintenance of the vendor accounts much easier.

    Positive

    - Vendors can directly upload their COIs to the system; I receive notifications.
    - Very detailed in setting up new vendor accounts.

    Negative

    - I have not seen how to create an Excel spreadsheet (create a report) with all vendors' contact info at a glance.

    Read More...
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