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.
Stores, track, and maintain all certificates and contracts for improved risk management
Manage storage, tracking and renewal of all license and compliance related data and images.
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.