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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

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 

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