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Description
The Ace Fleet Experience Rating Software is designed to facilitate the management of fleet policies and their associated premiums. This essential tool is particularly valuable for commercial property and liability insurers tasked with offering fleet insurance to their clients. Some of the notable features of the fleet software include:
The software enables users to add, populate, delete, copy, rerate, export, and import policies, all accessible from any online PC.
It can be downloaded from the internet, with policy data conveniently stored online for easy retrieval from any computer. Additionally, the policy information can be securely housed on external servers or tailored for placement on the insurer's own intranet.
Customization and integration of the fleet software within the insurer's existing policy management system is also possible.
Moreover, the software accurately calculates both the manual and fleet-rated premiums, ensuring precise financial assessments for fleet insurance. This comprehensive approach to fleet management significantly enhances operational efficiency for insurers.
Description
Streamline your workflow with our exclusive OCR technology that quickly scans and fills your Certificates of Insurance (COIs) into the system. Our certificate tracking software frees up valuable hours for you and your team by eliminating tedious manual data entry. Ensure you never overlook an expired COI again! Effortlessly schedule renewal notifications and create emails that promptly inform relevant parties about their insurance policies. Keep all essential COI information easily accessible! Our user-friendly and customizable interface allows for convenient viewing of all vital COI details. Too busy to act as the intermediary? Producers, Providers, and Vendors can directly upload their Certificates of Insurance to CTrax and verify their COIs in real-time. Manage your projects confidently! Seamlessly categorize COIs by project for better oversight and tracking of vendors over time. This solution is perfect for clients who engage multiple vendors across different tasks and projects. Your operational efficiency is just a click away!
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$1000.00/month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Ace Actuarial Consulting
Founded
2013
Country
Canada
Website
www.AceActuarial.com
Vendor Details
Company Name
JDi Data
Founded
1992
Country
United States
Website
jdictrax.com
Product Features
Insurance Underwriting and Rating
Broker / Agent Portal
No
Carrier Upload
No
Commercial Lines
Yes
Comparative Insurance Rating
No
Customer Portal
No
For Casualty Insurance
No
For Health / Medical Insurance
No
For Life Insurance
No
For Personal Insurance
Yes
Multi-State
Yes
Multiple Line Rating
Yes
Product Features
Insurance Policy
Cancellation Tracking
Yes
Claims Tracking
Yes
Policy Generation
Yes
Policy Issuance
Yes
Policy Processing
Yes
Quotes / Estimates
Yes
Rating Engine
Yes
Reinstatement Tracking
Yes
Reinsurance Administration
Yes
Renewal Management
Yes
Underwriting Management
Yes
Insurance Underwriting and Rating
Broker / Agent Portal
Yes
Carrier Upload
Yes
Commercial Lines
Yes
Comparative Insurance Rating
No
Customer Portal
Yes
For Casualty Insurance
Yes
For Health / Medical Insurance
No
For Life Insurance
No
For Personal Insurance
Yes
Multi-State
Yes
Multiple Line Rating
Yes