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1 Level
751 Review
22 Karma

Review on SmartCompliance by Daniel Shankle

Revainrating 5 out of 5

Great resource for tracking and storing information related to insurance policies

I like that it has helped us keep track with our certificates so far! It's been helpful in making sure we are always up to date as well keeping all records right at hand when needed most! Nothing yet but if they added some more features such as being able add photos or video clips etc..this would be great!! A must have tool!! We use this product daily while working within insurances industry helping insure clients get proper coverage & pay less premium fees than what was quoted originally without missing any important details during claims time which could affect payout greatly once submitted/paid out.

img 1 attached to SmartCompliance review by Daniel Shankle



Pros
  • Easy access for quick look ups
  • Easily accessible from PC, laptop computers& mobile devices (smartphone)
  • Provides info about each certificate along wth contact information regarding original insurance carrier providing coverage.
  • Can easily export data into Excel format useful feature since customer can import excel spreadsheets directly back onto their system instead having them rekeying everything manually again through another portal.
  • This is very convenient considering there may already exist
Cons
  • There are troubles