Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
CertChase serves as a user-friendly online platform tailored for general contractors and remodelers, facilitating the management of subcontractor certificates of insurance (COIs) and trade licenses. Users can easily import subcontractor information via spreadsheet copy-pasting or CSV uploads, establish deadlines for document submission, and send unique upload links to subcontractors, all without requiring them to create an account. The application intelligently extracts essential data from uploaded PDF documents, flags any missing, expired, or insufficient coverage papers, and delivers automatic email reminders until all compliance requirements are met. Additionally, a comprehensive status board provides an overview of subcontractors who are compliant, those nearing expiration, or those that require further attention. With a shareable view and a weekly digest, project and operations teams can efficiently keep track of all necessary paperwork. This service is specifically designed for teams that prefer to manage vendor compliance internally, instead of delegating the review process to an external entity, ensuring streamlined oversight and organization.
Description
InsureCert, a cloud-based insurance policy management system, is suitable for brokers, general agents, insurers, and managing general agents. InsureCert offers a central platform that allows users to create online shops, manage quotes, collect payments, and even issue property and casualty policies. InsureCert allows users to create white-label websites with custom landing pages. InsureCert offers a multi-rater pricing engine that allows users to create quotations and send invoices to customers instantly.
API Access
Has API
No
API Access
Has API
Yes
Integrations
No details available.
Integrations
No details available.
Pricing Details
Freemium — Free / $49 / $99
Free for up to 25 subcontractors. Pro is $49/month for up to 100 subcontractors or $490/year. Business is $99/month for up to 300 subcontractors or $990/year. Annual plans are priced at two months less than equivalent monthly billing.
Free Trial
No
Free Version
Yes
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
No
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
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
CertChase (gocertchase.com)
Country
United States
Website
gocertchase.com
Vendor Details
Company Name
InsureCert Systems
Founded
2017
Country
Canada
Website
insurecert.com
Product Features
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
Insurance Policy
Cancellation Tracking
No
Claims Tracking
No
Policy Generation
Yes
Policy Issuance
Yes
Policy Processing
Yes
Quotes / Estimates
Yes
Rating Engine
Yes
Reinstatement Tracking
No
Reinsurance Administration
No
Renewal Management
Yes
Underwriting Management
Yes
Insurance Underwriting and Rating
Broker / Agent Portal
No
Carrier Upload
No
Commercial Lines
No
Comparative Insurance Rating
No
Customer Portal
No
For Casualty Insurance
No
For Health / Medical Insurance
No
For Life Insurance
No
For Personal Insurance
No
Multi-State
No
Multiple Line Rating
No
P&C Insurance
Billing & Invoicing
No
Broker / Agent Portal
No
Claims Management
No
Commission Management
No
Customer Portal
No
Document Management
No
Insurance Rating
No
Marketing Automation
No
Policy Management
No
Quote Management
No
Reinsurance Administration
No
Underwriting Management
No
Sales Force Automation
Call Management
No
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
No
Contract Management
No
Customer Database
No
Email Marketing
No
Field Sales Management
No
Lead Management
No
Opportunity Management
No
Performance Metrics
No
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
No
Territory Management
No