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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

For almost thirty years, Recordables has been supplying employers with software solutions to streamline the processes of filing, tracking, and reporting claims. With CertAdvisor, managing compliance for incoming Certificates of Insurance becomes a straightforward task. This innovative software allows for the electronic storage of insurance certificates, identifies any gaps in compliance, and communicates deficiencies to vendors through automated emails or letters. The once tedious job of overseeing thousands of certificates is now significantly simplified. The system also includes features such as reminders for certificates approaching expiration, tracking for various insurance types, unlimited vendor levels to accommodate different requirements, monitoring of liability limits, automation for form letters and emails, notifications to internal departments regarding vendor issues, a detailed vendor notification log, electronic storage for certificates and related documents, notes equipped with a spell check feature, and a variety of standard reports. Overall, Recordables has transformed the way organizations handle insurance compliance and vendor management.

Description

Quickly access the resources you need to prepare for, facilitate, or finalize a transaction. Integrate your business seamlessly with all vendor portal content and services via a single sign-on, personalized dashboard. Vendor Connect tailors itself to your business needs, showcasing and linking you to all your vendor’s products and support resources in relation to your services and solutions. Align your materials with your sales strategy—by utilizing tags, view your custom-branded content and collateral alongside that of all your vendors within the framework of your offerings. Consolidate all your vendor certifications in one location, keeping tabs on your current certifications, receiving alerts about those nearing expiration, and following a roadmap to attain the next certification level. Enhance your channel partners by swiftly locating your approved co-selling or service delivery partners, or leverage hundreds of established channel partners available in the Channel Rocket marketplace to bolster your business further. This streamlined approach not only simplifies access to vital information but also empowers you to optimize your partnerships effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

Recordables

Founded

1992

Website

www.recordables.com

Vendor Details

Company Name

Channel Rocket

Founded

2014

Country

United States

Website

www.channelrocket.com

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

Product Features

Channel Management

Campaign Management
Channel Analytics
Incentive Management
Inventory Control
Lead Management
Opportunity Management
Order Management
Partner Management
Product Management
Reseller Management

Sales Content Management

Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

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