SmartCompliance
About SmartCompliance
SmartCompliance Pricing
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.
Starting price:
$1,000.00 per year
Free trial:
Not Available
Free version:
Not Available
Most Helpful Reviews for SmartCompliance
1 - 5 of 31 Reviews
Nicholean
Utilities, 10,000+ employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSI 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.
CONSI 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.
Reason 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.
Esty
Insurance, 11-50 employees
Used weekly for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
2
FUNCTIONALITY
3
Reviewed September 2020
Great Products
Great
PROSAuto follow ups & ability to customize the program
CONSOften has system errors when uploading attachments & emails not going out of the system
Reason for choosing SmartCompliance
Pricing & ability to customize the program to serve the needs of our clients
Rich
Oil & Energy, 51-200 employees
Used monthly for more than 2 years
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
2
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed September 2020
Average
Average at best.
PROSThe 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.
CONSWe 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.
Reason 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.
Laila
Construction, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
4
Reviewed 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.
PROSI like the setup for our projects, ease of adding new companies and the visual display of compliance status.
CONSI 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.
Reason for choosing SmartCompliance
Recommended by our insurance agent who is responsible for the daily review and processing of the insurance certificates.
DARLENE
Construction, 51-200 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed 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.
PROSTHE EASE OF USE, FUNCTIONALITY, CENTRALIZED DATABASE, CUSTOMIZATION CAPABILITIES, AND RESPONSIVENESS.
CONSNOT 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.
Reason for choosing SmartCompliance
SMARTCOMPLIANCE WAS THE ONE GEARED TOWARDS THE CONSTRUCTION INDUSTRY WITH PROJECT LEVEL DETAIL OPTIONS.