Standard Reports in the CertifiTrac+ Programs

  • No Certificate Report: Insureds sent No Certificate letters on a certain date
  • Insured Listing: Insureds and their contact information (sorted by Active and Inactive)
  • Insufficient Limits Report: Compares certificate limits with required limits
  • Summary of Certificates: Insureds with policy 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
  • Certs Expired in Date Range: A list of expired or expiring certificates of insurance in a user selected date range
  • Cancelled Certificates: 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
  • Improper Endorsements: Compares certificate Limits and Coverage with requirements
  • 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
  • Deficiency Letter Report: 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
  • No Problems: Insureds whose certificates are compliant
  • Noncompliant Insureds: Active insureds that have been sent Deficiency Letter # 4
  • Agreement Report: Insureds whose agreement/contract has expired
  • Auto Liability Expiration: Insureds with expired Auto Liability policies
  • Bond Status Report:
  • Entire Database: A listing of all the Active Insureds
  • Full (compliant): All Insureds in database that are compliant
  • Insured Contract Report: Insureds and their contract/agreement dates
  • No Problems (entire): All Insureds who are compliant
  • Overview (by Project Type):
  • Overview (General):
  • Overview (with Detail):
  • Safety Program Report: Insureds in a Group with expired Safety Meeting
  • Stop Pay Report: Insureds in a Group with Stop Pay checked in their record