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
Navigating compliance and risk management can prove to be difficult without adequate tools. Enter TrackSurePro’s groundbreaking COI tracking software, the ideal solution for managing certificates of insurance. This state-of-the-art software simplifies the intricate task of COI management, transforming it into an effortless and stress-free experience. COI tracking, which refers to the oversight of certificates of insurance, is essential for confirming that these documents remain current and meet your organization's compliance standards. In the intricate landscape of today's business world, proficient COI tracking is more than just advisable; it has become imperative. By adopting a comprehensive COI tracking system, you not only protect your business from potential risks but also ensure adherence to regulations while enhancing operational efficiency for a smoother workflow. Effectively managing COI tracking allows companies to reduce exposure to liabilities, ensuring continuous protection, compliance, and operational success, which ultimately contributes to long-term sustainability.
API Access
Has API
No
API Access
Has API
No
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
Yes
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
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
CertChase (gocertchase.com)
Country
United States
Website
gocertchase.com
Vendor Details
Company Name
TrackSurePro
Country
United States
Website
tracksurepro.com/coi-tracking/