Case Study: Commercial Insurance Consultants boosts client compliance by 60% with SmartCompliance

How This Insurance Consultant Increased Compliance for Clients by 60%

Commercial Insurance Consultants (CIC), an insurance advisory firm serving a wide range of industries, was managing third-party certificate of insurance compliance with spreadsheets, Outlook reminders, and manual follow-up. This time-consuming process made it difficult to track renewals accurately and left room for errors, delays, and compliance gaps for clients.

To streamline operations, CIC implemented SmartCompliance, using its centralized compliance management, OCR document reading, auto-notifications, and customizable templates to monitor certificates and related documents more efficiently. With SmartCompliance, one client’s compliance rate increased from 15% to 75% in just two months—a 60% improvement—helping CIC deliver more accurate, proactive compliance services and better protect clients against risk.

Commercial Insurance Consultants

Rachael Deely

Consultant/Strategy Marketing Manager