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SmartCompliance

Insurance Certificate & Compliance

Built by SmartCompliance
Supported by SmartCompliance
11 Installs
Overview
Functionality
Pricing
Security & Compliance
Support
App Type
Data Connector
Categories
Legal & Compliance
Risk Management
Available in
United States; Canada;
View Available Regions
Version4.0.0
View App History
Website
SmartCompliance

Overview

Integration Summary

Avoid manual data entry and streamline company-level compliance assessments with SmartCompliance. Our software automates Insurance Tracking and provides Compliance Management solutions. Discover the most effective way of collecting Certificates of Insurance (COIs), monitoring Compliance Status, and sending Renewal Requests with SmartCompliance.

Functionality

How it Works

SmartCompliance's integration with Procore allows users to import and bulk-update company records from Procore's directory into SmartCompliance. Conversely, users may also push compliance status from SmartCompliance to Procore. The seamless integration saves companies time by eliminating manual data transfer between systems by having to reference two applications to view compliance information.

Features

  • Track and monitor the compliance status of any subcontractor on projects.
  • Users can import companies into their imported projects from Procore by going to the path Project Record/Companies tab and clicking on “Sync Companies.”
  • The user can now push the compliance status of their companies at the project level.

Integration Requirements

  • Must have a SmartCompliance License.

Required Procore Tools

  • Directory

Pricing Information Not Available

The pricing details for this app have not been specified. Contact the partner for more information.

Security & Compliance

Security & Compliance Information Not Provided

The Partner did not provide the Security & Compliance information.

About SmartCompliance

In 2010, founders James Benham and Sebastian Costa discovered the need for cloud-native software for Risk Management Professionals to organize critical documents and manage compliance more effectively. The vision was to create a custom Certificate of Insurance Tracking Software that streamlines the process of collecting Certificate of Insurance, Proof of Insurance, renewals, and tracking to help companies ensure end-to-end compliance. Today, SmartCompliance has become an industry-leading Insurance Tracking Platform with clients across the U.S. and Canada.