A web-based document and workflow management solution for insurance and risk management organizations
 
SmartCompliance is a document workflow solution that electronically files and organizes documents in a manner that allows users to easily retrieve, analyze and monitor their certificates, policies, continuing education and licensing documents and requirements.

Certificate Management
Stores, track, and maintain all certificates and contracts for improved risk management

Licenses
Manage storage, tracking and renewal of all license and compliance related data and images. 

Continuing Education
Store and track CE courses and credits required by states or other regulatory bodies.

Policies & Contracts
Coordinate all aspects of a company’s risk management program by storing, tracking and maintaining all policies and contracts.