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SmartCompliance

Insurance tracking and compliance management solutions.

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Overview

SmartCompliance offers insurance tracking and compliance management solutions to help professionals streamline the process of tracking and collecting COIs. Available as self-service or full-service, it automates renewals, eliminates manual data entry, and helps ensure end-to-end compliance.

✨ Key Features

  • Automated Certificate of Insurance Tracking
  • Optical Character Recognition (OCR) Technology
  • Customizable Compliance Rules
  • Risk Insights & Analysis Reporting
  • Vendor Collaboration Portal
  • Batch Certificate Delivery

🎯 Key Differentiators

  • Strong OCR technology for automated data extraction.
  • Modern and user-friendly interface.
  • Offers both self-service SaaS and full-service models.

Unique Value: Provides a highly intuitive and flexible platform with powerful OCR technology that simplifies the transition from manual to automated COI tracking for businesses of all sizes.

🎯 Use Cases (4)

Vendor Compliance Management Property Management (Tenant Insurance) Construction Risk Management Consulting

✅ Best For

  • Small and medium-sized businesses upgrading from manual spreadsheet tracking.
  • Enterprise-level, multi-industry compliance management.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Companies needing deep, hands-on review from insurance professionals as part of the core service.

🏆 Alternatives

myCOI TrustLayer Jones BCS

Compared to more complex enterprise systems, SmartCompliance is often highlighted for its modern design and ease of use, making it an appealing choice for teams prioritizing user experience.

💻 Platforms

Web

🔌 Integrations

API Accounting Systems

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Full-Service tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ SSO ✓ SOC 2

💰 Pricing

Contact for pricing

✓ 14-day free trial

Visit SmartCompliance Website →