SUCCESS STORY
Test
Key outcomes
Compliance rate
Increased from 60–70%
Time saved
per week per manager
COI accuracy
broker-verified submissions
Ease of use
Intuitive interface aligned with ACORD COI form
Responsiveness
Immediate visibility into insurance status via Smart COIs
| Software | Fraud Protection | Risk Transfer | Avg Comp. Rate | Pricing | Ease of Use | Support | Score |
|---|---|---|---|---|---|---|---|
 |
High | High | 90%+ | $$ | 4/5 | 5/5 | 4.7/5 |
| Ebix | Mid | Low | 65–75% | $$$ | 3/5 | 3/5 | 3/5 |
| MyCOI | Low | Low | 60–70% | $ | 4/5 | 3/5 | 2.5/5 |
| SmartCompliance | Low | Low | 65–70% | $$ | 3/5 | 3/5 | 3/5 |
| TrustLayer | Mid | Mid | 65–75% | $$ | 4/5 | 3/5 | 3/5 |
| Jones | Mid | Mid | 65–75% | $$ | 3/5 | 4/5 | 3.5/5 |
| Billy | Low | Low | 60–65% | $ | 4/5 | 3/5 | 2.5/5 |
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