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Entity Management Software

SmartCompliance

SmartCompliance tracks certificates of insurance and manages insurance compliance for brokers, risk managers and contractors

  • Web-Based, Cloud, SaaS
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About SmartCompliance

SmartCompliance is software for collecting and tracking certificates of insurance. It automates renewal requests and checks whether third parties, such as subcontractors, hold the cover required of them.

What SmartCompliance offers

  • Certificate tracking — automated collection of certificates and renewal requests.
  • Verification — optical character recognition to speed up checking of compliance documents.
  • Risk reporting — insight and analysis reports to support decisions.
  • Construction management — keeps documents in one place across several tiers of subcontractors.
  • Certificate issuance — creation, renewal and batch delivery of certificates, with in-house control of contracts and certificate holder data.
  • Service options — self-service and full-service arrangements.

Who it works with

Brokers and consultants, carriers, general contractors, risk managers, self-insureds and third-party administrators. Industries named include commercial property, healthcare, property management and hospitality.

Key facts

  • Product type: Insurance tracking and compliance software
  • Guarantee: Refund offer within the first 30 days

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

  • Web-Based, Cloud, SaaS

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