Standard Reports in the CertifiTrac+ Programs

  • Insureds Listing: A list of all insureds in database sorted by active/inactive
  • Summary of Certificates: Insureds with insurance expiration dates
  • Inactive Insureds Report: Insureds that became INACTIVE between a chosen begin and end date
  • Expired Certificates: Insureds with certificates of insurance that have expired and the expiration dates
  • Expirations in Date Range: A list of expired or expiring certificates of insurance in a user selected date range
  • Cancellation: Insureds whose insurance policy has been or will be cancelled on the date shown
  • Improper Coverage: A list of companies that did not submit the proper types of coverage
  • Insufficient Insurance: Compares certificate Limits and Coverage with requirements
  • Insufficient AMBest Rating: Insureds with insurance providers with insufficient Best Rating
  • Additional Insured: Insureds with improper Additional Insured Statement
  • Basic Compliance: Insureds with a compliance or endorsement problem
  • Renewal Letter: A list of compliant insureds sent a courtesy expiration letter
  • First - Fourth Deficiency Letter: Insureds that were sent Deficiency Letter on a certain date
  • Overrides Report: Insureds with certificate of insurance problems that have been overridden
  • Missing Policy: Insureds whose insurance policy number is missing
  • Insured Summary: A summary of each insured's certificate, deficiencies and activity
  • Insured By Insurance Company: Insureds, grouped by insurance company
  • Summary Problems: Provides an overview of all insureds with problems
  • Insureds without Problems: Insureds whose certificates are compliant
  • Noncompliant Insureds: Active insureds that have been sent letter # 4