Case Study: AssuredPartners achieves streamlined client compliance tracking with SmartCompliance

How AssuredPartners Took Over Compliance Management for Their Clients

AssuredPartners, one of the fastest-growing independent insurance agencies in the U.S., needed a better way to manage tenant certificates of insurance (COIs) and contract compliance for its real estate clients. Its existing certificate management software was difficult to use and couldn’t produce the detailed reporting needed to clearly show compliance, so the team looked for a more user-friendly, flexible solution and chose SmartCompliance.

With SmartCompliance, AssuredPartners gained accessible dashboards, customizable tracking for clients of any size, and the ability to retain tenant records even after move-out for future claims support. The platform helped the team take over certificate tracking for clients, reduce the burden on property managers, and quickly identify compliance gaps and next steps. AssuredPartners says SmartCompliance has been a major value-add for its business and a service it now offers to every potential real estate client.

Assured Partners

Annie Kokolus

Impact Compliance Administrator