Overview of Features
Certain features are included in CertifiTrac+
to make your insurance tracking and management more efficient:
- Letters: Automatically send compliance letters to Insureds by e-mail or postal mail.
- Histories: Past certificates, letters, and scanned images are stored in Histories and are accessible for viewing.
- Reports: Reports providing vital exposure information can be viewed on screen, printed, and e-mailed.
Most products have advanced features such as scanned data entry, saved images, tracking multiple additional insureds, and Intranet/Internet reports. Our products can be enhanced with the following Add-Ins:
- Scanning OCR technology reads certificate data into the program for easy and efficient tracking.
Internet Reports Automatically publish reports and images to your company Intranet/Internet.
Other Software Import/Export Transfer data to/from Windows compatible accounting software.
Customization Our software can be customized to meet your company requirements.
In addition, each product comes with a period of free Support
. Additional support may be purchased in one year contract periods.