Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

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

API Access

Has API

Screenshots View All

Screenshots View All

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

TrackSurePro

Country

United States

Website

tracksurepro.com/coi-tracking/

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

Alternatives

Alternatives