SmartCompliance Description

Solutions for insurance tracking and compliance management. Full-service and self-service solutions that automate renewals of insurance certificates or proof of insurance. They also eliminate the need for manual data entry. Software and services for COI tracking that automates the tedious process of collecting certificates of coverage, renewing requests and confirming compliance with third parties. Property managers can easily track the tenant's policies using proof of insurance tracking software. This software helps them to comply with their renter's insurance requirements. Services that simplify the creation, delivery, storage, and management of certificates of insurance. SmartCompliance is the most trusted provider of certificate of insurance, proof of insurance tracking, issuance and compliance management.

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Pricing

Free Trial:
Yes

Integrations

View Integrations

Reviews - 3 Verified Reviews

Total
ease
features
design
support
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Company Details

Company:
SmartCompliance
Headquarters:
United States
Website:
smartcompliance.co
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Media

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
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
Customer Support
Business Hours
Online Support

SmartCompliance Features and Options

Audit Software

Alerts / Notifications
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Risk Assessment
Workflow Management

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

Real Estate Property Management Software

Billing & Invoicing
Commercial Properties
Contact Management
Insurance Management
Lease Management
Maintenance Management
Owner Portal
Portfolio Management
Residential Properties
Tenant Database
Tenant Portal

Construction Management Software

Accounting Integration
Budget Tracking/Job Costing
Commercial
Contract Management
Contractors
Equipment Tracking
Mobile Access
Residential
Subcontractor Management

Compliance Software

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

Policy Management Software

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

Reporting Software

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Report Export
Scheduled / Automated Reports

Franchise Management Software

Construction Tracker

SmartCompliance User Reviews

Write a Review
  • Name: Anonymous (Verified)
    Job Title: Accountant
    Length of product use: 2+ Years
    Used How Often?: Weekly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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...
  • Name: Anonymous (Verified)
    Job Title: Environmental Associate
    Length of product use: 1-2 Years
    Used How Often?: Monthly
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Smart Compliance Review

    Edited: 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...
  • Name: Anonymous (Verified)
    Job Title: Project Accountant
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User, Administrator
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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...
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