Average Ratings 0 Ratings
Average Ratings 0 Ratings
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!
Description
Software for specialist insurance broking management. Software engineers built it. Software solution for insurance policy administration. Customer relationship management (CRM). Manage personal and commercial clients with multiple addresses and contact information. Monitor communication and drive marketing. Track and manage multiple policies and quotes. Record detailed risk information. Automate underwriters' quote requests. Record, manage and report on insurance claims. Prepare custom financial reports. Enforce FCA compliant documentation. Clear visibility of client data, with quick access to more detail. Ability to view multiple clients simultaneously. Visualize the location of your client and plot geographical data such as flood or subsidence. Customer service is easier when you have easy access to client information. Document storage and processing. Integrated workflow tasks, events, and notes.
API Access
Has API
API Access
Has API
Integrations
Feefo
Mailchimp
QuickBooks Online
Trustpilot
Xero
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$70 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
JDi Data
Founded
1992
Country
United States
Website
jdictrax.com
Vendor Details
Company Name
PolicyFlow
Founded
2013
Country
United Kingdom
Website
policyflow.co.uk
Product Features
Insurance Policy
Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management
Insurance Underwriting and Rating
Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Insurance Policy
Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management