SmartCompliance Reviews

It works on its own! Love the fact it watches the dates and sends notices of non compliance to clients.

Not much. I love the system. Everyday emails really get the clients to respond

The certificate compliance feature works well. The ability to customize the requirements is easy and a good feature. Once our admin got over the hurdle of learning the functionality of the software it's worked well for them.

We do not use the communication feature which sends emails to vendors letting them know their compliance status. It was to cumbersome for us and the vendor.
We have had times when the software is not working properly, for example, two days ago I put in a help desk ticket and still do not have resolution. Because of this I'm unable to distribute summarized compliance reports.

I like that the certificates can be centrally located and the ability to have real time accuracy on coverage. I can pull a report and enter the coverage listed into our companies system. It is a very simple format and user friendly.

The least favorite thing is that there are frequent errors on the software. The system is often down for a whole day to a week and a half, at minimum, three times a year. It creates a very heavy backlog when it is up an running again. That is my biggest complaint.

We were able to custom design the areas of analysis and evaluation. This is critical to our operations and our Risk Transfer Program. The results aid us and our members in obtaining proper Risk Transfers and know that the limits and other specifications are 100% correct.

It took a little longer than expected to get the software up and running. However, the time investment was well work the results.

We where really excited to get rolling with smart compliance as the other compliance system we've been using in the past was really not helpful in trying to make the system work for our benefit and we where told when we investigated in Smartcompliance that this system will do the trick!! so far smart compliance has come a long way from where we started. i hope to intergrate the other clients with smart very soon.

it takes way to long for any request to be filled. in addition smart compliance changed their email template for auto-notification and it is so awesomely awful its so confusing to the client to read and understand what we want from them hope they cchange it fast.

This has been a lifesaver for us. The ease to navigate through the system is pretty simple. The different reports it will generate is outstanding. I use SmartComplaince several times as day.

There are a couple of reports we could use that are not available

The features that allow vendors to upload their own documents, allow admin as well as subsidiaries access the site, and the ability to customize what each subsidiary is able to view and edit in the system.

The one issue we came across was the auto reading of certificates, some areas are very specific in how it needs to be entered in order for it to be recognized in the system. This required going back and manually editing either the information on the certificate or the requirement groups themselves.

Product is easy to use; customer service is superb. Makes tracking subcontractor compliance much easier.

No real cons; always room for improvement, and improvement is always happening.

I really like the ability to have automatic notifications and OCR capabilities.

There are some aspects that would be helpful such as the OCR sometimes has some trouble reading some COIs. Also the ability to create custom reports would be nice.

If it weren't for the introductory training I received, I wouldn't have been able to figure out how to operate SmartCompliance on my own by clicking around and looking at things. I still have a lot to learn and just submitted a list of questions to try and learn more. I'm sure there are a lot of features that are available, I just haven't been introduced to them yet nor have I discovered it on my own.

Of the few documents I've uploaded, the majority of them are not being read by the system and I have to manually enter the information. I'd say 80% of the documents fail. When the system is able to read the document it misreads the document and puts check marks in categories that aren't marked on the actual document. As a new user, I feel like it would be helpful if there would be a way to "highlight" the tab/category I'm currently operating in. When I received the training introduction I had trouble recalling the path that I needed to take to get to where I wanted to go and had to review the recording of the training and make notes so I can remember. I

Takes the hassle out of maintaining insurance certificates for the tenants in my portfolio. In 2021, nobody has time for that, and this is a tech solution that has saved me so much time, improved compliance, and allowed me to focus on other areas. Can’t imagine being without it.

Can’t think of anything to put here. It’s great.

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.

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.

The system is fairly easy to learn and use.

The reader is not always able to read certificates and the reporting and searching systems could be improved.

Product is easy to use. I work remotely and havent had any issue I couldnt figure out.

There is a lag time when trying to search with speed. But not enough of an issue.

Clean Interface, easy to operate overall.

The OCR feature for scanning new uploads is faulty. Rarely picks up the document information properly. Leads to lots of manual scripting and time devoted to uploads.

The Search Engine helps save a lot of time.

Should be easier to make the request to Send from Agent. Multiple times.

Auto follow ups & ability to customize the program

Often has system errors when uploading attachments & emails not going out of the system

Its easy to give users access
Its easy to check on compliance
Its easy to create new requirement groups

I wish it would tie into our current SAP system.

Great at a glance compliance reporting.

Integration with our software has been cumbersome, would like to see a waiver tracking feature at some point?

This product has made our clients’ life easier by providing a single location for all of their cert tracking and analysis.

Very few cons around the system, but it does take consistent dedication to get the program up and running and then to continuously maintain.

Smart Compliance is user friendly and does a pretty good job at keeping things organzied and all in one spot.

When it would state that an employee was non compliant although they were. The OCR wasn't picking it up.