1 million+ businesses helped. Get advice
  • Software Categories
    View All
  • Company
    About UsVendors

    • Get 1-on-1 advice in 15 minutes. It's free.

    Start Now
    Advisor's headshot
Software Advice Logo
Get Free Advice
Home

/

Compliance Software

/

SmartCompliance

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.
Overview

SmartCompliance 2026: Benefits, Features & Pricing

Wondering if SmartCompliance is right for your organization?

Our Compliance Software selection experts can help you in 15 minutes or less.

On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

SmartCompliance
SmartCompliance
4.5
(31)

Pricing

Starting at $1,000.00 per year

About SmartCompliance

Trusted by insurance brokers/carriers and property managers, SmartCompliance is a certificate of insurance management software. It helps track, collect, issue, and scan certificates of insurance and stay up to date on compliance rates.
SmartCompliance helps reduce organizational risk by streamlining the compliance process using COI tracking technology. Features include COI management, insurance collection automation, optical character recognition (OCR), compliance analytics, and customizable risk reports.

With SmartCompliance, agents and managers can eliminate the need for paper trails by managing all certificates, tenant policies, requirements, endorsements, and other documents all in one centralized digital location. Agents and managers can reduce time spent on manual COI and proof of insurance tracking by creating automated workflows to automatically notify insured individuals of any missing documentation. For compliance visibility, SmartCompliance is able to provide real-time insights into system activity, tenant coverage, compliance percentages, and more across all facets of the business using customizable risk reports.

Additionally, SmartCompliance is able to import compl...

iance and insurance document data into the system without the need for a large IT infrastructure and extensive user training.

SmartCompliance Screenshots

0
0

SmartCompliance Pricing and Plans

Starting price: $1,000.00 per year
Free Trial
Free Version

Basic

$1,000.00

per year

No plan information available

    Advisor Get Price CTA Image

    Confused about pricing? We've got you covered.

    Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

    SmartCompliance Features

    • Popular features found in Compliance
      Access Controls/Permissions
      Archiving & Retention
      Audit Trail
      Corrective and Preventive Actions (CAPA)
      Document Management
      Incident Management
      Monitoring
      Regulatory Reporting
      Risk Management
      Training Management
      Version Control
    • More features of SmartCompliance
      Activity Dashboard
      Activity Tracking
      Alerts/Notifications
      Approval Process Control
      Attestation
      Audit Management
      Business Process Control
      Compliance Management
      Compliance Tracking
      Customizable Reports
      Customizable Templates
      Dashboard
      Data Visualization
      Document Review
      Document Storage
      Forms Management
      IT Risk Management
      Mobile Access
      Operational Risk Management
      Policy Creation
      Policy Management
      Predictive Analytics
      Real-Time Monitoring
      Real-Time Notifications
      Real-Time Reporting
      Reporting/Analytics
      Reporting & Statistics
      Reputational Risk Management
      Risk Assessment
      Risk Reporting
      Secure Data Storage
      Template Management

    SmartCompliance Integrations

    Okta
    Okta

    SmartCompliance User Reviews

    Overall Rating

    4.5

    Ratings Breakdown

    5

    48%

    4

    48%

    3

    3%

    2

    0%

    1

    0%

    Secondary Ratings

    Ease of Use

    4.4

    Value for money

    4.5

    Customer support

    4.5

    Functionality

    4.1

    Have you used SmartCompliance and would like to share your experience with others?

    SC

    Sierra C.

    Verified reviewer

    Construction

    1001-5000 employees

    Used daily for less than 12 months

    Review source

    Reviewed September 2020

    Great Daily Vendor Management Program

    5

    The system is great for day-to-day monitoring of hundred of vendors, where we have several different types of vendor classifications, in use by several different subsidiaries.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    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.
    Cons:
    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.

    Read More

    ER

    Esty R.

    Verified reviewer

    Insurance

    11-50 employees

    Used weekly for less than 2 years

    Review source

    Reviewed September 2020

    Great Products

    4

    Great

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    2
    Customer support
    3
    Functionality
    icon
    Pros:
    Auto follow ups & ability to customize the program
    Cons:
    Often has system errors when uploading attachments & emails not going out of the system

    Reasons for choosing SmartCompliance

    Pricing & ability to customize the program to serve the needs of our clients

    Read More

    DK

    Dieter K.

    Verified reviewer

    Hospitality

    51-200 employees

    Used monthly for less than 12 months

    Review source

    Reviewed September 2020

    Missing Multiproperty & Multi Responsibility Features

    4

    Ratings Breakdown

    4
    Ease of use
    4
    Value for money
    4
    Customer support
    4
    Functionality
    icon
    Pros:
    It's pretty easy to incorporate new COI's and the follow up of these is very good.
    Cons:
    I would like to have more features with regards to multiproperty and multiresponsabilities within this application.

    Read More

    MF

    Michelle F.

    Verified reviewer

    Construction

    501-1000 employees

    Used daily for more than 2 years

    Review source

    Reviewed September 2020

    Wonderful product

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    Product is easy to use; customer service is superb. Makes tracking subcontractor compliance much easier.
    Cons:
    No real cons; always room for improvement, and improvement is always happening.

    Reasons for choosing SmartCompliance

    SmartCompliance does a better job of actually TRACKING expiration dates of insurance certs, licenses, etc. than other products.

    Read More

    AO

    Ashley O.

    Verified reviewer

    Maritime

    501-1000 employees

    Used daily for less than 12 months

    Reviewed September 2020

    SC Ports Authority Review

    5

    My overall experience with Smart Compliance has been positive. Everyone has been very responsive and the transition from my old system was very seamless.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    I really like the ability to have automatic notifications and OCR capabilities.
    Cons:
    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.

    Reasons for choosing SmartCompliance

    Smart Compliance provided all of the features we need with the price that we were comfortable with.

    Reasons for switching to SmartCompliance

    eRims did not do much updates to their system and the processes were very manual.

    Read More

    LP

    Laurie P.

    Verified reviewer

    Insurance

    51-200 employees

    Used weekly for less than 6 months

    Reviewed February 2021

    New to SmartCompliance

    4

    Ratings Breakdown

    4
    Ease of use
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    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.
    Cons:
    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

    Read More

    KF

    Kevin F.

    Verified reviewer

    Commercial Real Estate

    51-200 employees

    Used daily for less than 2 years

    Reviewed January 2021

    A godsend

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    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.
    Cons:
    Can’t think of anything to put here. It’s great.

    Read More

    DB

    DAWN B.

    Verified reviewer

    Civil Engineering

    201-500 employees

    Used daily for less than 12 months

    Reviewed November 2020

    Good Product selected from our accounting department.

    5

    Very pleased with it

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    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.

    Reasons for choosing SmartCompliance

    Not sure why the company chose it, but sure glad they did!

    Reasons for switching to SmartCompliance

    Needed something geared to what we had in mind

    Read More

    HS

    Heather S.

    Verified reviewer

    Consumer Goods

    51-200 employees

    Used daily for less than 2 years

    Reviewed October 2020

    SmartCompliance

    4

    We recently upgraded from self service to full service and I am very happy with the customer service I am receiving.

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    The system is fairly easy to learn and use.
    Cons:
    The reader is not always able to read certificates and the reporting and searching systems could be improved.

    Reasons for choosing SmartCompliance

    The full service option was a huge bonus.

    Read More

    cn

    christopher n.

    Verified reviewer

    Construction

    10000+ employees

    Used daily for less than 2 years

    Reviewed February 2021

    Great product

    5

    Able to procure provided certificates in a quick manner.

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Product is easy to use. I work remotely and havent had any issue I couldnt figure out.
    Cons:
    There is a lag time when trying to search with speed. But not enough of an issue.

    Read More

    Showing 1 - 10 of 31 Reviews
    Load More Reviews

    Popular SmartCompliance Alternatives

    Main Product
    SmartCompliance

    SmartCompliance

    4.5
    (31)

    Ratings Breakdown

    • 4.35Ease of use
    • 4.46Value for money
    • 4.50Customer support
    • 4.13Functionality

    Pricing

    Starting at $1000.00 per year

    Get Price
    Alternative Product
    PowerDMS

    PowerDMS

    4.7
    (517)

    Ratings Breakdown

    • 4.55Ease of use
    • 4.51Value for money
    • 4.70Customer support
    • 4.47Functionality

    Pricing

    Available upon request

    Get Price
    See Full Comparison
    Alternative Product
    TermsFeed

    TermsFeed

    4.9
    (53)

    Ratings Breakdown

    • 4.79Ease of use
    • 4.88Value for money
    • 4.79Customer support
    • 4.87Functionality

    Pricing

    Available upon request

    Get Price
    See Full Comparison
    Alternative Product
    DocTract

    DocTract

    5.0
    (46)

    Ratings Breakdown

    • 4.89Ease of use
    • 4.91Value for money
    • 4.98Customer support
    • 4.74Functionality

    Pricing

    Available upon request

    Get Price
    See Full Comparison
    Alternative Product
    Scrut Automation

    Scrut Automation

    4.9
    (104)

    Ratings Breakdown

    • 4.90Ease of use
    • 4.74Value for money
    • 4.81Customer support
    • 4.71Functionality

    Pricing

    Available upon request

    Get Price
    See Full Comparison
    Alternative Product
    Termly

    Termly

    4.7
    (80)

    Ratings Breakdown

    • 4.74Ease of use
    • 4.52Value for money
    • 4.43Customer support
    • 4.65Functionality

    Pricing

    Starting at $14.00 per month

    Get Price
    See Full Comparison

    Other Top Recommended Compliance Software

    VelocityEHS
    VelocityEHS

    4.4 (85)

    Recently recommended 33 times

    Resolver
    Resolver

    4.4 (79)

    Recently recommended 28 times

    Mitratech
    Mitratech

    0.0 (0)

    Recently recommended 24 times

    LogicGate Risk Cloud
    LogicGate Risk Cloud

    4.7 (83)

    Recently recommended 14 times

    Advisor Get Price CTA Image

    Stuck Between Options?

    Our experts can help you compare SmartCompliance with other top options, so you can find the best fit for your needs.

    See what companies are saying about Software Advice