Audience

Property management, construction, commercial real estate, franchise management, brokers, government, insurance consultants, education and more

About SmartCompliance

Insurance tracking and compliance management solutions. Self-service & full-service solutions that automate certificate of insurance or proof of insurance renewals, eliminate manual data entry, & help ensure compliance. COI tracking software and services that manage the time-consuming process of collecting certificates of insurance, sending renewal requests and confirming third-party compliance. Proof of insurance tracking software and services that help property managers easily track tenant policies to ensure coverage & compliance with renter’s insurance requirements. Certificate issuance solution and services that relieve the burden of creating, delivering, storing and managing certificates of insurance. Experience for yourself why SmartCompliance is the most trusted provider for certificate of insurance or proof of insurance tracking, issuance, and compliance management.

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Pricing

Free Trial:
Free Trial available.

Integrations

See Integrations

Ratings/Reviews - 3 User Reviews

Overall 4.0 / 5
ease 4.0 / 5
features 4.3 / 5
design 4.0 / 5
support 4.7 / 5
More Reviews Write a Review

Company Information

SmartCompliance
United States
smartcompliance.co

Videos and Screen Captures

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 Supported
Cloud
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online

SmartCompliance Frequently Asked Questions

Q: What kinds of users and organization types does SmartCompliance work with?
Q: What languages does SmartCompliance support in their product?
Q: What kind of support options does SmartCompliance offer?
Q: What other applications or services does SmartCompliance integrate with?
Q: What type of training does SmartCompliance provide?
Q: Does SmartCompliance offer a free trial?
Q: What pricing for support is available for SmartCompliance?
Q: What pricing for training is available for SmartCompliance?

SmartCompliance Product Features

Audit

Alerts / Notifications Supported
Compliance Management Supported
Dashboard Supported
Exceptions Management Supported
Forms Management Supported
Issue Management Supported
Mobile Access Supported
Risk Assessment Supported
Workflow Management Supported
Audit Planning Not Supported
Multi-Year Planning Not Supported

Compliance

Archiving & Retention Supported
Audit Management Supported
Compliance Tracking Supported
Controls Testing Supported
Risk Management Supported
Surveys & Feedback Supported
Version Control Supported
Workflow / Process Automation Supported
Artificial Intelligence (AI) Not Supported
Environmental Compliance Not Supported
FDA Compliance Not Supported
HIPAA Compliance Not Supported
ISO Compliance Not Supported
Incident Management Not Supported
OSHA Compliance Not Supported
Sarbanes-Oxley Compliance Not Supported

Construction Management

Accounting Integration Supported
Budget Tracking/Job Costing Supported
Commercial Supported
Contract Management Supported
Contractors Supported
Equipment Tracking Supported
Mobile Access Supported
Residential Supported
Subcontractor Management Supported
CRM Not Supported
Change Orders Not Supported
Estimating Not Supported
Incident Reporting Not Supported
Offline Access Not Supported
RFI & Submittals Not Supported
Timesheets Not Supported

Franchise Management

Construction Tracker Supported
Appointment Scheduling Not Supported
Automatic Re-ordering Not Supported
CRM Not Supported
Commission Management Not Supported
Contract Management & Signature Not Supported
Franchise Intranet Not Supported
Job Scheduling Not Supported
LMS / Training Not Supported
Marketing Not Supported
Onboarding Not Supported
Online Store Not Supported
Reputation Management Not Supported
Website Manager Not Supported

Lease Management

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

Policy Management

Approval Process Control Supported
Attestation Supported
Audit Trails Supported
Policy Creation Supported
Policy Library Supported
Reporting / Analytics Supported
Version Control Supported
Workflow Management Supported
Policy Metadata Management Not Supported
Policy Training Not Supported

Real Estate Property Management

Billing & Invoicing Supported
Commercial Properties Supported
Contact Management Supported
Insurance Management Supported
Lease Management Supported
Maintenance Management Supported
Owner Portal Supported
Portfolio Management Supported
Residential Properties Supported
Tenant Database Supported
Tenant Portal Supported
Credit Check Not Supported
Expense Management Not Supported
Landlord Database Not Supported
Late Fee Calculation Not Supported
Payment Processing Not Supported
Rent Tracking Not Supported
Tax Management Not Supported
Vacancy Tracking Not Supported
Website Management Not Supported

Reporting

Customizable Dashboard Supported
Data Source Connectors Supported
Drag & Drop Supported
Drill Down Supported
Report Export Supported
Scheduled / Automated Reports Supported
Email Reports Not Supported
Financial Reports Not Supported
Forecasting Not Supported
Marketing Reports Not Supported
OLAP Not Supported
Sales Reports Not Supported

SmartCompliance Verified User Reviews

Write a Review
  • A SmartCompliance User
    Accountant
    Used the software for: 2+ Years
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Compliance Solutions"

    Posted 2020-11-10

    Pros: Optical character recognition (OCR)

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

    Cons: 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.

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

    Read More...
  • A SmartCompliance User
    Environmental Associate
    Used the software for: 1-2 Years
    Frequency of Use: Monthly
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Smart Compliance Review "

    Edited 2020-11-16

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

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

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

    Read More...
  • A SmartCompliance User
    Project Accountant
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User, Administrator
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Good Product selected from our accounting department"

    Posted 2020-11-09

    Pros: 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.

    Cons: 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.

    Overall: 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,

    Read More...
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