--- description: Review of SmartCompliance Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: SmartCompliance | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Compliance Software](/directory/4363/compliance/software) > [SmartCompliance](/software/169747/smartcompliance) # SmartCompliance Canonical: https://www.softwareadvice.ie/software/169747/smartcompliance Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.ie/software/169747/smartcompliance?page=2) > Trusted by insurance brokers/carriers and property managers, SmartCompliance is a certificate of insurance management software. It helps track, collect, issue, and scan certificates of insurance and stay up to date on compliance rates. 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 location. Agents and managers can reduce time spent on manual COI and proof of insurance tracking by creating automated workflows to automatically notify insured individuals of any missing documentation. For compliance visibility, SmartCompliance is able to provide real-time insights into system activity, tenant coverage, compliance percentages, and more across all facets of the business using customizable risk reports. Additionally, SmartCompliance is able to import compliance and insurance document data into the system without the need for a large IT infrastructure and extensive user training. > > Verdict: Rated **4.5/5** by 31 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.5/5** | 31 Reviews | | Ease of Use | 4.4/5 | Based on overall reviews | | Customer Support | 4.5/5 | Based on overall reviews | | Value for Money | 4.5/5 | Based on overall reviews | | Features | 4.1/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: JBKnowledge - **Location**: Bryan, US - **Founded**: 2001 ## Commercial Context - **Starting Price**: US$1,000.00 - **Pricing Details**: 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. - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop) - **Supported Languages**: English - **Available Countries**: Canada, United States ## Features - Activity Dashboard - Activity Tracking - Alerts/Notifications - Approval Process Control - Attestation - Audit Management - Business Process Control - Compliance Management - Compliance Tracking - Corrective and Preventive Actions (CAPA) - Customisable Reports - Customisable Templates - Dashboard - Data Visualisation - Document Management - Document Review - Document Storage - Forms Management - IT Risk Management - Mobile Access ## Integrations (1 total) - Okta ## Support Options - Email/Help Desk - Phone Support ## Category - [Compliance Software](https://www.softwareadvice.ie/directory/4363/compliance/software) ## Related Categories - [Compliance Software](https://www.softwareadvice.ie/directory/4363/compliance/software) - [Enterprise Risk Management Software (ERM)](https://www.softwareadvice.ie/directory/3974/erm/software) - [Policy Management Software](https://www.softwareadvice.ie/directory/4567/policy-management/software) ## Alternatives 1. [GOAT Risk](https://www.softwareadvice.ie/software/105558/goatrisksolutions) — 4.7/5 (65 reviews) 2. [AuditBoard](https://www.softwareadvice.ie/software/41287/soxhub) — 4.7/5 (414 reviews) 3. [Pirani](https://www.softwareadvice.ie/software/122791/pirani-riskment-suite) — 4.5/5 (203 reviews) 4. [Sprinto](https://www.softwareadvice.ie/software/339129/sprinto) — 4.7/5 (86 reviews) 5. [Novara Flex](https://www.softwareadvice.ie/software/121855/vera) — 4.8/5 (129 reviews) ## Reviews ### "Great Daily Vendor Management Program" — 5.0/5 > **Sierra** | *10 September 2020* | Construction | Recommendation rating: 8.0/10 > > **Pros**: The features that allow vendors to upload their own documents, allow admin as well as subsidiaries access the site, and the ability to customize what each subsidiary is able to view and edit in the system. > > **Cons**: The one issue we came across was the auto reading of certificates, some areas are very specific in how it needs to be entered in order for it to be recognized in the system. This required going back and manually editing either the information on the certificate or the requirement groups themselves. > > The system is great for day-to-day monitoring of hundred of vendors, where we have several different types of vendor classifications, in use by several different subsidiaries. ----- ### "Great Products" — 4.0/5 > **Esty** | *10 September 2020* | Insurance | Recommendation rating: 8.0/10 > > **Pros**: Auto follow ups \& ability to customize the program > > **Cons**: Often has system errors when uploading attachments \& emails not going out of the system > > Great ----- ### "Missing Multiproperty & Multi Responsibility Features" — 4.0/5 > **Dieter** | *11 September 2020* | Hospitality | Recommendation rating: 6.0/10 > > **Pros**: It's pretty easy to incorporate new COI's and the follow up of these is very good. > > **Cons**: I would like to have more features with regards to multiproperty and multiresponsabilities within this application. ----- ### "Wonderful product" — 5.0/5 > **Michelle** | *11 September 2020* | Construction | Recommendation rating: 10.0/10 > > **Pros**: Product is easy to use; customer service is superb. Makes tracking subcontractor compliance much easier. > > **Cons**: No real cons; always room for improvement, and improvement is always happening. ----- ### "SC Ports Authority Review" — 5.0/5 > **Ashley** | *14 September 2020* | Maritime | Recommendation rating: 10.0/10 > > **Pros**: I really like the ability to have automatic notifications and OCR capabilities. > > **Cons**: There are some aspects that would be helpful such as the OCR sometimes has some trouble reading some COIs. Also the ability to create custom reports would be nice. > > My overall experience with Smart Compliance has been positive. Everyone has been very responsive and the transition from my old system was very seamless. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.ie/software/169747/smartcompliance?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/169747/smartcompliance) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data