Features & Quick Stats
Key Features
- Automated COI collection, renewal requests, and compliance tracking
- OCR technology to capture and process insurance certificate data
- Centralized vendor and subcontractor insurance documentation management
- Compliance monitoring, reporting, and audit visibility
- Self-service and full-service compliance management options
- Construction and project-based insurance tracking workflows
- Integration capabilities for operational and project management systems
Core Business
SmartCompliance helps insurance and risk management teams streamline certificate tracking and vendor compliance workflows. The platform is designed to simplify insurance document collection, improve compliance visibility, and reduce operational friction across contractors, vendors, and third-party partners.
How SmartCompliance Helps Independent Agents & Brokers
SmartCompliance helps agencies and compliance teams reduce time spent chasing certificates, monitoring renewals, and validating coverage requirements. Automated workflows and centralized tracking improve visibility, support compliance efforts, and help reduce exposure tied to missing or outdated insurance documentation.