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About

Certificial® uses real-time data to ensure businesses have continuous, compliant insurance coverage. Move away from point-in-time documents; no more emails, calls, or faxes. Certificates of Insurance (COIs) are leveraged by multiple audiences, all with a unique purpose. Regardless of your reason for utilizing COIs, our smart COI network ensures everyone uses the same continuously updated information. Whether you’re using a certificate module or an integration with another system, our network is the new standard for continuously sharing and tracking smart COIs and related data. Empower every stakeholder in the COI process to experience a data-first, real-time exchange of coverage information. Safeguard your business by eliminating uninsured activity, save time and money by managing compliance in a single platform, and take action for non-compliance to prevent uninsured claims while ensuring adequate coverage is maintained year-round.

About

Insurance tracking and compliance management solutions. Self-service & full-service solutions that automate certificate of insurance or proof of insurance renewals, eliminate manual data entry, & help ensure compliance. COI tracking software and services that manage the time-consuming process of collecting certificates of insurance, sending renewal requests and confirming third-party compliance. Proof of insurance tracking software and services that help property managers easily track tenant policies to ensure coverage & compliance with renter’s insurance requirements. Certificate issuance solution and services that relieve the burden of creating, delivering, storing and managing certificates of insurance. Experience for yourself why SmartCompliance is the most trusted provider for certificate of insurance or proof of insurance tracking, issuance, and compliance management.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies looking for a platform to manage real-time certificate issuance and compliance

Audience

Property management, construction, commercial real estate, franchise management, brokers, government, insurance consultants, education and more

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$99 per month
Free Version Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 1.0 / 5
support 1.0 / 5

Reviews/Ratings

Overall 4.0 / 5
ease 4.0 / 5
features 4.3 / 5
design 4.0 / 5
support 4.7 / 5

Pros & Cons from Real Users

Pros

  • N/A.

Cons

  • You are very quick to sell, but when we become customers there is no support whatsoever, not even someone to talk to.

Pros & Cons from Real Users

Pros

  • Optical character recognition (OCR) The service is available anytime and anywhere with an internet connection.
  • - Vendors can directly upload their COIs to the system; I receive notifications. - Very detailed in setting up new vendor accounts.
  • I like it because it faster scans most of the information. Also adds it from the template for me so I don't have as much Data Entry to do. This way I save a lot of time.

Cons

  • It is difficult to track certificates with different coverage dates for various types of insurance on certain policies. Smart Compliance does not read Farm Bureau Insurance certificates which means that our insurance compliance and certificate management tracking are segregated.
  • - I have not seen how to create an Excel spreadsheet (create a report) with all vendors' contact info at a glance.
  • It will read words and numbers that are not there or will cross over the line into the next section to pull information into the wrong spot.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Certificial
United States
www.certificial.com

Company Information

SmartCompliance
United States
smartcompliance.co

Alternatives

Alternatives

BrandWide

BrandWide

Soffront Corporation
Predict360

Predict360

360factors

Categories

Insurance Supported

Categories

Audit Features

Alerts / Notifications Supported
Audit Planning Not Supported
Compliance Management Supported
Dashboard Supported
Exceptions Management Supported
Forms Management Supported
Issue Management Supported
Mobile Access Supported
Multi-Year Planning Not Supported
Risk Assessment Supported
Workflow Management Supported

Compliance Features

Archiving & Retention Supported
Artificial Intelligence (AI) Not Supported
Audit Management Supported
Compliance Tracking Supported
Controls Testing Supported
Environmental Compliance Not Supported
FDA Compliance Not Supported
HIPAA Compliance Not Supported
Incident Management Not Supported
ISO Compliance Not Supported
OSHA Compliance Not Supported
Risk Management Supported
Sarbanes-Oxley Compliance Not Supported
Surveys & Feedback Supported
Version Control Supported
Workflow / Process Automation Supported

Construction Management Features

Accounting Integration Supported
Budget Tracking/Job Costing Supported
Change Orders Not Supported
Commercial Supported
Contract Management Supported
Contractors Supported
CRM Not Supported
Equipment Tracking Supported
Estimating Not Supported
Incident Reporting Not Supported
Mobile Access Supported
Offline Access Not Supported
Residential Supported
RFI & Submittals Not Supported
Subcontractor Management Supported
Timesheets Not Supported

Franchise Management Features

Appointment Scheduling Not Supported
Automatic Re-ordering Not Supported
Commission Management Not Supported
Construction Tracker Supported
Contract Management & Signature Not Supported
CRM Not Supported
Franchise Intranet Not Supported
Job Scheduling Not Supported
LMS / Training Not Supported
Marketing Not Supported
Onboarding Not Supported
Online Store Not Supported
Reputation Management Not Supported
Website Manager Not Supported

Lease Management Features

Billing & Invoicing Supported
Commercial Leases Supported
Contact Management Supported
Landlord Database Supported
Lease Classification Supported
Portfolio Management Supported
Property Management Supported
Residential Leases Supported
Retail Leases Supported
Sublease Management Supported
Tenant Database Supported

Policy Management Features

Approval Process Control Supported
Attestation Supported
Audit Trails Supported
Policy Creation Supported
Policy Library Supported
Policy Metadata Management Not Supported
Policy Training Not Supported
Reporting / Analytics Supported
Version Control Supported
Workflow Management Supported

Real Estate Property Management Features

Billing & Invoicing Supported
Commercial Properties Supported
Contact Management Supported
Credit Check Not Supported
Expense Management Not Supported
Insurance Management Supported
Landlord Database Not Supported
Late Fee Calculation Not Supported
Lease Management Supported
Maintenance Management Supported
Owner Portal Supported
Payment Processing Not Supported
Portfolio Management Supported
Rent Tracking Not Supported
Residential Properties Supported
Tax Management Not Supported
Tenant Database Supported
Tenant Portal Supported
Vacancy Tracking Not Supported
Website Management Not Supported

Reporting Features

Customizable Dashboard Supported
Data Source Connectors Supported
Drag & Drop Supported
Drill Down Supported
Email Reports Not Supported
Financial Reports Not Supported
Forecasting Not Supported
Marketing Reports Not Supported
OLAP Not Supported
Report Export Supported
Sales Reports Not Supported
Scheduled / Automated Reports Supported

Integrations

AMP CMS Supported
Ask Kodiak Supported
GRMS Supported
GloveBox Supported
HawkSoft Supported
InsurLink Supported
Lemonade Not Supported
MRI Software Not Supported
Momentum AMP by NowCerts Supported
Novidea Supported
Synatic Supported
Veruna Supported
Xanatek Supported

Integrations

AMP CMS Not Supported
Ask Kodiak Not Supported
GRMS Not Supported
GloveBox Not Supported
HawkSoft Not Supported
InsurLink Not Supported
Lemonade Supported
MRI Software Supported
Momentum AMP by NowCerts Not Supported
Novidea Not Supported
Synatic Not Supported
Veruna Not Supported
Xanatek Not Supported
Claim Certificial and update features and information
Claim Certificial and update features and information
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Claim SmartCompliance and update features and information