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 centr...


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Supported Operating System(s):

Web browser (OS agnostic)

31 Reviews of SmartCompliance

Average User Ratings

Overall

4.45 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(15)

15

4 stars

(15)

15

3 stars

(1)

1

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 31 results

October 2020

Nicholean from SUEZ

Company Size: 10,000+ employees

Industry: Utilities

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2020

SmartCompliance is work Smart not Hard!!!

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.

Reasons for Choosing SmartCompliance

This product was chosen by my boss to try to ease my load of my subcontractors compliance issues.

Reasons for Switching to SmartCompliance

We are trying to find an easier, less complicated and less time consuming way to load and keep track of all of the subcontractors and their compliance.

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.

July 2021

DARLENE from WIMCO CORP

Company Size: 51-200 employees

Industry: Construction

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

July 2021

WIMCO LOVE'S SMARTCOMPLIANCE - IT TOOK THE DRUGERY OUT OF MANAGING DOCUMENTS

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.

Reasons for Choosing SmartCompliance

SMARTCOMPLIANCE WAS THE ONE GEARED TOWARDS THE CONSTRUCTION INDUSTRY WITH PROJECT LEVEL DETAIL OPTIONS.

October 2020

Laila from GCON, Inc.

Company Size: 51-200 employees

Industry: Construction

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Functionality

4.0

October 2020

Comments

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.

Reasons for Choosing SmartCompliance

Recommended by our insurance agent who is responsible for the daily review and processing of the insurance certificates.