CertifiTrac+

CertifiTrac+ is a full-featured certificate of insurance tracking software providing insurance management solutions for businesses, governments, construction companies, and insurance brokers. Versions of the software have been customized to meet risk management needs in each of these industries. The ultimate goal in any version is automated document management with accurate and extensive exposure information. Each version of the software contains standard features: Report

  • Provides easy point and click processing with one-time entry of certificates of insurance.
  • Capability to create different insurance requirements (Risk Profiles) for different groups of insureds and evaluate certificate compliance with Risk Profiles.
  • Tracks for compliance of additional insured, 30-day notice of cancellation, etc.
  • Generates both custom and standard letters to insureds.
  • Generates exception reports sorted by deficiency and by insured.
  • Provides users the ability to establish an AMBest requirement for insurance companies and automatically evaluates certificates against this requirement.

Leading edge Add-Ins can be purchased to add to the functionality of the software:

  • Scanning: CertifiTrac+ is the only certificate of insurance tracking software that incorporates OCR Technology to read scanned certificate images into the database.
  • Internet/Intranet Reporting: Publish reports and images to your company’s Internet/intranet.
  • Import/Export to/from other software: CertifiTrac+ can be customized to import/export with your accounting or other Windows based software.

The client-server version of this software provides licenses for up to ten (10) users. A web-based Enterprise version is available for unlimited users. Special features have been included in the Insurance Broker and Construction Versions of the software to provide the certificate of insurance tracking solution for these industries:

Insurance Brokers: The Broker Version provides the tracking solution for multiple clients, deficiency letters to insureds, and up-to-the minute reports.

Construction: The Construction Version can be used for subcontractor insurance verification as well as vendor tracking. The software sorts insurance certificates by projects and contracts, tracks bond compliance, tracks receipt of Agreements, and documents Safety and OSHA meetings.

To find out more, Contact Us! We are happy to offer you a Free Online Demonstration of this product.

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