Histories

All software programs include a permanent and comprehensive history of incoming certificates, correspondence, and scanned images. Histories provide insurance document management solutions that the user can maintain for many years. All Histories are created automatically without intervention by the user.

Letter History

CertifiTrac+ and ProTrac+ automatically and permanently log all correspondence into Letter History so the user has easy access to all problem notifications whether by standard noncompliant letters or custom letters. Letters can be viewed in summary or in entirety and can be reprinted.

Image History

All software programs automatically save all images associated with the Insured if the Scanning feature is purchased. Certificates of Insurance, forms, and documents linked to an Insured can be viewed using the View Documents Button in the Insured’s record. Older and newer images can be scrolled through with the click of a button.

Certificate History

CertifiTrac+ and ProTrac+ automatically create a Certificate History for all the certificates of insurance that have been replaced or renewed. When replacing or renewing a certificate of insurance from the keyboard, the user just clicks the Replace Button. This action sends the certificate being replaced or renewed to the Certificate History. Certificates of insurance that have been renewed or replaced by scanning are placed in Certificate History when the new certificate of insurance data is accepted into the program.