About SmartCompliance

Trusted by insurance brokers/carriers and property managers, SmartCompliance is a self-service insurance tracking and compliance management solution designed to assist organizations with automating the certificate of insurance (COI) and proof of insurance tracking and renewal process. 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 ...


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Supported Operating System(s):

Web browser (OS agnostic)

14 Reviews of SmartCompliance

Average User Ratings

Overall

4.43 / 5 stars

Ease-of-use

4.0

Value for money

4.0

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(7)

7

4 stars

(6)

6

3 stars

(1)

1

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 14 results

September 2020

Amy from R&R Benefits/Risk Management LLC

Verified Reviewer

Company Size: 2-10 employees

Industry: Insurance

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

September 2020

Smart Compliance system

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

September 2020

Esty from GM Insurance Brokerage

Company Size: 11-50 employees

Industry: Insurance

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

2.0

Functionality

3.0

September 2020

Great Products

Great

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

September 2020

Rich from Wellhead Electric

Company Size: 51-200 employees

Industry: Oil & Energy

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

2.0

Customer support

3.0

Functionality

3.0

September 2020

Average

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.

Reasons for Choosing SmartCompliance

We liked the ability to make changes to our requirements. We also thought the email feature to vendors was going to work for us. liked the overall appearance.

September 2020

Alan from Sugar Mountain

Company Size: 201-500 employees

Industry: Wholesale

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

September 2020

Vendor COI Management - Multi Entity

We had a unique experience in that we started an implementation project then had major department turnover that forced us to abandon the project for about 9 months. We did struggle with getting the project started again because our rep was simply not communicating with us. In the end, he apologized and did help us get the project restarted. Implementation was easy and they had good communication throughout the process. We've had a couple of post implementation issues arise and the support has been timely and helpful. Overall, it's a testament to the software that we didn't leave for another tool when our rep didn't communicate with us for 3 months.

Pros

I liked the package that it provided for us. The combination of features, price, usability, and scale fit well with our goals. We were very focused on managing vendor COIs, so automated e-mails, compliance reporting, and pricing that was based on the vendor count, versus a document count. With multiple entities we didn't want to balloon our costs because of having several COIs per entity per vendor.

Cons

The search features in the software are not ideal, along with no option to view all accounts in one screen. The UI is clean but not always user friendly or modern in its appearance.

Reasons for Choosing SmartCompliance

It was due to the value that SmartCompliance provided. It had the features we need at a price point that supported our budget.

September 2020

Brett from Wright Public Entity

Company Size: 201-500 employees

Industry: Insurance

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2020

COI Software Evaluator

The staff has been excellent. They understand our unique situation and most IMPORTANTLY - LISTEN. They are problem solvers!

Pros

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.

Cons

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

Reasons for Choosing SmartCompliance

Customization and the SmartCompliance Team. The cost was very competitive and was not a primary driver. We needed a solution. This solution has allowed us to increase our review capacity without sacrificing accuracy and adding to staff.