SmartCompliance
About SmartCompliance
SmartCompliance is an insurance tracking and compliance management software, which helps risk managers, third-party administrators (TPAs), brokers, consultants, and service providers collect insurance certificates, send renewal requests, and ensure compliance with statutory regulations. SmartCompliance allows users to digitize documents using OCR technology and store certificates, requirements, endorsements, and other documents in a centralized location.
SmartCompliance enables administrators to import compliance and insurance data, automate follow-ups, send notifications about missing or expiring policies, and monitor the submission of documents. Managers can also use the insurance certificate issuance and management feature to search available certificates, review and update information in real-time, and create and send certificates of insurance (COI) using customizable templates.
The SmartCompliance dashboard lets organizations generate custom risk reports to gain insight into agent, broker, and consultant activities, compliance percentage, communications, employee productivity, and more.
Key benefits of SmartCompliance
Eliminate manual data entry and help ensure compliance.
Manage the time-consuming process of collecting certificates of insurance, sending renewal requests and confirming third-party compliance.
Establish effective communication lines and coordinate auto-notification templates.
Benefit from expert reviews of policies, agreements and endorsements by experienced professionals.
Complete COI compliance review based on insurance requirements.
Generate customized compliance reports for in-depth analysis and easy export.
Images
Not sure about SmartCompliance?
Compare with a popular alternative
Starting Price
Pricing Options
Features
Integrations
Ease of Use
Value for Money
Customer Service
Alternatives
MYCO Suite
cerTrax
Microsoft Excel
Onspring
Reviews
Already have SmartCompliance?
Software buyers need your help! Product reviews help the rest of us make great decisions.
- Industry: Insurance
- Company size: 2–10 Employees
- Used Weekly for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Smart Compliance system
Reviewed on 10/09/2020
Pros
It works on its own! Love the fact it watches the dates and sends notices of non compliance to clients.
Cons
Not much. I love the system. Everyday emails really get the clients to respond
- Industry: Utilities
- Company size: 10,000+ Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
SmartCompliance is work Smart not Hard!!!
Reviewed on 29/10/2020
I am very pleased with my overall experience. It is to replace my original method of keeping up...
I am very pleased with my overall experience. It is to replace my original method of keeping up with my subcontractors by spreadsheet. I am not a Smart Compliance pro yet but I am able to get the work added and done that is of most importance.
Pros
I am able to keep all of my subcontractors in one program and keep up whether or not they are in compliance. I can generate reports to send to my service centers in regard to the compliance of their subcontractors and I can also keep up whether the subcontractors are in compliance by evaluation of their documents or whether I place them in compliance until their documents are expired.
Cons
I am unable to generate reports on what the deficiencies are of my subcontractors and I can not figure out how to add a new document by making the document myself. That is very confusing. I wanted to be able to upload the subcontractors license in the license tab but am unable to figure out how to generate the document to add to it.
- Industry: Oil & Energy
- Company size: 51–200 Employees
- Used Monthly for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 5.0 /10
Average
Reviewed on 10/09/2020
Average at best.
Average at best.
Pros
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.
Cons
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.
- Industry: Construction
- Company size: 51–200 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
WIMCO LOVE'S SMARTCOMPLIANCE - IT TOOK THE DRUGERY OUT OF MANAGING DOCUMENTS
Reviewed on 01/07/2021
WONDERFUL. IT HAS BEEN A HUGE TIMESAVER FOR OUR ENTIRE TEAM. THE DRAG AND DROP FEATURE IS...
WONDERFUL. IT HAS BEEN A HUGE TIMESAVER FOR OUR ENTIRE TEAM. THE DRAG AND DROP FEATURE IS WONDERFUL AND THE OCR CAPABILITY IS 2ND TO NONE. THE SUPPORT TEAM IS BY FAR ONE OF THE MOST RESPONSIVE AND FRIENDLY GROUP OF PEOPLE I HAVE EVER DEALT WITH AND I HAVE BEEN IN THIS BUSINESS FOR ALMOST 45 YEARS. I HAVE YET TO COMMUNICATE WITH ANYONE THAT WASN'T A JOY TO TALK AND WORK WITH.
Pros
THE EASE OF USE, FUNCTIONALITY, CENTRALIZED DATABASE, CUSTOMIZATION CAPABILITIES, AND RESPONSIVENESS.
Cons
NOT BEING ABLE TO MARK 'DOCUMENTS' AS INCOMPLIANCE. WE REQUIRE SIGNED SUBCONTRACTS, INSURANCE CERTIFICATES, DISCLOSURE POLICIES, AND SOMETIMES A SALES TAX AFFIDAVIT BEFORE A COMPANY IS 100% IN COMPLIANCE ON A PROJECT. IF A COMPANY HAS ALL BUT THEIR SALES TAX AFFFIDAVIT, WE WOULD LOVE TO BE ABLE TO FLAG THE OTHERS AS INCOMPLIANCE AND REMOVE THEM FROM NOTIFICATIONS. EVEN THOUGH THEY ARE FLAGGED WITH A GREEN CHECKMARK, HAVING THEM ON THE LIST CONFUSES A LOT OF OUR SUBCONTRACTORS.
- Industry: Construction
- Company size: 51–200 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 8.0 /10
Comments
Reviewed on 29/10/2020
I like it, but it has been challenging to get it set up correctly to use it to its fullest...
I like it, but it has been challenging to get it set up correctly to use it to its fullest potential. We are the end user of the program in terms of it is for us but we are not the ones actually doing the review and processing of certs in SmartCompliance. We are still working on refining the process. I see the potential in the program and love it but I am not fully ingrained on the process side to understand and potentially guide in the way to possibly set up for efficient and effective processing.
Pros
I like the setup for our projects, ease of adding new companies and the visual display of compliance status.
Cons
I dislike the dashboards. I do not think they useful in telling us who we really need to address. Hard to read. Notices issued to subs are challenging for them to follow and understand the deficiencies. Some is do the them not reading it, others is all the boxes under the heading. We have been trying to get an export/import feature to work with our accounting system so that we can easily update our records. this has been in programming for several months.
SmartCompliance FAQs
Below are some frequently asked questions for SmartCompliance.Q. What type of pricing plans does SmartCompliance offer?
SmartCompliance offers the following pricing plans:
- Starting from: USD 1,000.00/year
- Pricing model: Subscription
- Free Trial: Not Available
See what SmartCompliance can do for you! Fill out the form to schedule a free demo or call us at (888) 818-4651. Simplify Your Insurance Certificate Tracking & Compliance Process. Whether you want to efficiently track insurance certificates, accelerate COI issuance, organize your vendors or better serve your clients, SmartCompliance has a solution to help you ensure compliance and get peace of mind.
Q. Who are the typical users of SmartCompliance?
SmartCompliance has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does SmartCompliance support?
SmartCompliance supports the following languages:
English
Q. Does SmartCompliance support mobile devices?
SmartCompliance supports the following devices:
Q. What other apps does SmartCompliance integrate with?
SmartCompliance integrates with the following applications:
Okta
Q. What level of support does SmartCompliance offer?
SmartCompliance offers the following support options:
Email/Help Desk, Phone Support
Related categories
See all software categories found for SmartCompliance.
