Histories

All software programs include permanent and comprehensive histories of incoming certificates, correspondence, and scanned images that are created automatically.

Letter History - CertifiTrac+ automatically and permanently logs 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 - CertifiTrac+ automatically saves 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 and scrolled through with the click of a button.

Certificate History - CertifiTrac+ automatically creates a Certificate History for all the certificates of insurance that have been replaced or renewed when the new certificate of insurance data is accepted into the program. Separate history entries are created and dated at each renewal or replacement.