List of Smartcompliance Customers
College Station, 77845, TX,
United States
Since 2010, our global team of researchers has been studying Smartcompliance customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Smartcompliance for Certificate of Insurance from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Smartcompliance for Certificate of Insurance include: AssuredPartners, a United States based Insurance organisation with 9200 employees and revenues of $1.00 billion, CCMSI, a United States based Insurance organisation with 1400 employees and revenues of $120.0 million, EZ Cert US, a United States based Insurance organisation with 12 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using Smartcompliance, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Smartcompliance customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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AssuredPartners | Insurance | 9200 | $1.0B | United States | SmartCompliance | Smartcompliance | Certificate of Insurance | 2018 | n/a |
In 2018, AssuredPartners deployed Smartcompliance to take over certificate-of-insurance and contract tracking for its real-estate and agribusiness clients in the United States. The implementation targeted the Certificate of Insurance use case within the insurance and risk management process area, centralizing COI management and client contract visibility across affected portfolios.
Smartcompliance was configured to provide a central certificate repository, continuous contract tracking, client-facing dashboards, and automated compliance percentage calculation and reporting. Functional capabilities emphasized certificate lifecycle management, compliance scoring and automated report generation to reduce manual reconciliation and improve data consistency for client service teams.
Operational coverage for the deployment was focused on AssuredPartners client portfolios in real-estate and agribusiness across the United States, impacting insurance, risk management and client servicing functions. The solution improved access to client compliance percentages through dashboarding and standardized reporting workflows, enabling more consistent client communications.
Governance changes centered on centralizing COI ownership and streamlining reporting processes, reducing manual reporting tasks and shifting oversight to the centralized COI management model. Outcomes explicitly reported included improved visibility into client compliance percentages, centralized COI management and enhanced client-facing dashboards and reporting.
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CCMSI | Insurance | 1400 | $120M | United States | SmartCompliance | Smartcompliance | Certificate of Insurance | 2017 | n/a |
In 2017, CCMSI implemented Smartcompliance to automate Certificate of Insurance workflows across its TPA operations in the United States. Smartcompliance was deployed as a SaaS Certificate of Insurance solution to handle collection, upload, storage and issuance of certificates of insurance across CCMSI business processes.
The SaaS deployment centralized certificate custody and introduced instant, custom reporting plus automated alerting to support claims and client reporting workflows. Functional capabilities implemented included automated certificate collection and upload pipelines, centralized document storage and issuance workflows, and rule-driven reporting and alert notification services aligned to insurance and risk management needs.
Deployment scope covered CCMSI third party administrator operations in the United States and directly impacted insurance and risk management process areas, with explicit support for claims and client reporting functions. Governance was adjusted to use automated alerts and centralized reporting for compliance oversight, improving visibility into certificate status across client accounts.
The implementation improved risk mitigation and helped ensure regulatory compliance by eliminating manual certificate handling and enabling timely reporting and notifications to support claims and client reporting.
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EZ Cert US | Insurance | 12 | $2M | United States | SmartCompliance | Smartcompliance | Certificate of Insurance | 2019 | n/a |
In 2019, EZ Cert US implemented Smartcompliance, deploying the Smartcompliance Certificate of Insurance application from SmartCompliance to provide franchisors with real time visibility into franchisee insurance compliance across U.S. portfolios. The implementation targeted franchisor insurance and risk management functions for multiunit clients, positioning the system as a centralized compliance layer for franchise portfolios across the United States.
The deployment configured automated COI collection, a centralized document repository and an automated notifications engine to drive policy renewals and certificate submission workflows. Smartcompliance was instrumented to support compliance monitoring dashboards and policy tracking, aligning certificate ingestion, expiration tracking and reminder workflows with insurance and risk management processes.
Operationally the rollout focused on franchisor portfolios and the insurance risk teams that manage vendor and franchisee certificates, changing manual collection and tracking to system driven workflows. The implementation is credited with streamlining COI collection and automated notifications, enabling EZ Cert US to raise client compliance levels, with a cited 65% improvement in overall compliance and a specific Sport Clips case where compliance improved from approximately 30% to approximately 95%.
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Buyer Intent: Companies Evaluating Smartcompliance
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