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Description
Docutrax's online system for tracking documents and certificates of insurance is designed to meet best-practices risk management goals. The system automates many of the tedious, time-consuming, and error-prone processes involved in obtaining and tracking COIs or other documents. Docutrax has been proven to achieve higher rates of insurance coverage compliance, at lower cost, while enhancing business processes in ways previously unimaginable. Its flexible interface can be adapted to any business organization. All parties involved are automatically notified via customized vendor/broker notifications, and pushed email alerts to the designated personnel. Our licensed insurance and support personnel ensure informed customer services to our client (tenants, vendors/suppliers, contractors or franchisees). Their insurance agents.
Description
Introducing a robust and intuitive web-based software that simplifies the management of incoming certificates of insurance. This platform delivers a consolidated overview of certificates, compliance metrics, and risk assessments for various entities including vendors, suppliers, tenants, subcontractors, franchisees, and carriers. With our easy-to-navigate solution, effectively manage your certificates of insurance while benefiting from a thorough approach that not only saves both time and resources but also enhances the overall insurance management workflow. Equip your team with this accessible solution that features a self-service interface, allowing for seamless and efficient oversight of your COI processes. Leverage our sophisticated rules-based automation engine to facilitate smoother interactions with your vendors, suppliers, tenants, subcontractors, and franchisees. This solution also grants access to a centralized repository containing certificates, requirements, vendors, and critical compliance information, providing real-time insights to ensure you stay informed about essential compliance data. By utilizing this software, your organization can achieve significant improvements in efficiency and accountability across all insurance management activities.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$4,500 per year
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
Risk Toolbox Inc.
Country
United States
Website
docutrax.com
Vendor Details
Company Name
RiskPartner
Founded
2009
Country
United States
Website
www.riskpartner.com/products/certificates-of-insurance-management-solution
Product Features
Business Process Management
Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management
Commercial Real Estate
Brand Management
CRM
Cash Flow Analysis
Critical Date Alerts
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning
Contract Management
Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management
Contractor Management
Contractor Database
Insurance Tracking
License Tracking
Permit Tracking
Skills & Competencies
Task Management
Work Hour Tracking
Product Features
Risk Management
Alerts/Notifications
Auditing
Business Process Control
Compliance Management
Corrective Actions (CAPA)
Dashboard
Exceptions Management
IT Risk Management
Internal Controls Management
Legal Risk Management
Mobile Access
Operational Risk Management
Predictive Analytics
Reputation Risk Management
Response Management
Risk Assessment