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Insurance Certificate Tracking & Issuance Solutions

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Insurance Tracking &
Compliance Management Solutions

Self-service & full-service solutions that automate certificate of insurance or proof of insurance renewals, eliminate manual data entry, & help ensure compliance.About us

Our APIs

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Commercial COI
Tracking

COI tracking software and services that manage the time-consuming process of collecting certificates of insurance, sending renewal requests and confirming third-party compliance.

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Residential Proof of Insurance Tracking

Proof of insurance tracking software and services that help property managers easily track tenant policies to ensure coverage & compliance with renter’s insurance requirements.

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Commercial COI
Issuance

Certificate issuance solution and services that relieve the burden of creating, delivering, storing and managing certificates of insurance.

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SmartCompliance provides insurance tracking and compliance management solutions to commercial and residential insurance professionals. Our self-service and full-service solutions automate certificate of insurance or proof of insurance renewals, eliminate manual data entry and help ensure end-to-end compliance.

POST /api/coi

{
"insured": "16833741-33a0-437c-9c82-368bed96b7f6",
"insurer": "562b5682-7861-49ac-ad60-074fe12ddac2",
"certificate": "7d334e64",
"coverage_type": "AutoLiability",
"limit": 3000000
}

SmartCompliance in action

“We needed a dynamic COI tracking system that would help us drive new sales while give us the ability to control the collection and compliance of critical data for our clients. We were fortunate to find this partnership with SmartCompliance who have given us the tools, customer service & processes needed to meet & exceed our goals.”
Katy Lonneman

Compliance Administrator, Assured Partners