PRODUCTS - Certifitrac+

CertifiTrac+ is a full-featured certificate of insurance tracking software for businesses, governments, construction companies, and insurance brokers. Versions of the software have been customized to meet risk management needs in each of these industries. The ultimate goal in any version is automated document management with accurate and extensive exposure information.

 

Each version of the software contains standard features:

  • Easy processing with one-time entry of certificates of insurance.

  • Allows for different insurance requirements for different groups of insureds.

  • Evaluate certificate compliance against these requirements.

  • Tracks for compliance of additional insured, 30-day notice of cancellation, etc.

  • Generates both custom and standard letters to insureds.

  • Generates exception reports sorted by deficiency and by insured.

  • Track AMBest requirement and compliance for insurance companies.

  • User licenses for up to ten (10) users.

  • Scanning will significantly improve certificate entry process, adding speed and accuracy to the data entry. In addition, scanning will maintain an image of the certificate within the database for easy viewing.

 

Configuration Options:

 

Insurance Brokers Version

also has these features:

  • track and manage certificates of insurance for separate clients.

  • Customize insurance requirements, groups, and letters for each client.

  • Customize letterhead and letter wording for each client.

  • Generate all reports by client. E-mail reports to clients.

  • Internet Reports allow your clients to view reports for their insureds over their Intranet or Internet. Reports can include certificate images.

 

Construction Version

also has these features:

  • Track by project or job site.

  • Copy or redirect letters to a Project Manager

  • Track agreements and safety programs.

  • Track bonds.

  • Issues stop pay reports.

  • Document contracts.

  • Scanning will significantly improve your certificate entry process adding speed and accuracy to the data entry. In addition, scanning will maintain an image of the certificate within the database for easy viewing.

 

Property Manager Version

also has these features:

  • Track by Property.

  • Copy or redirect letters to a Property Manager

  • Track agreements and Leases.

  • Track bonds.

  • Issues stop pay reports.

  • Document contracts.

 

Government Version

also has these features:

  • Track by Contract.

  • Copy or redirect letters to a internal\External Contract Manager

  • Track agreements and Contracts.

  • Track bonds.

  • Issues stop pay reports.

  • Document contracts.

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