Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Access your insurance management system from any internet-enabled device, allowing for seamless web-based functionality. Tailor your insurance needs with customizable requirements, including the ability to override specific policy, limit, or additional term stipulations. Utilize a report scheduler to keep tabs on various Certificates of Insurance (COIs) for each vendor or subcontractor, and assign these COIs to specific locations or properties. The new integrated Email Processing and Tracking System, available exclusively in the cloud, enhances communication and management. Stay on top of expired or soon-to-expire certificates through the Certificates Dashboard, and visualize your certificate statuses with ease using the Statistics Dashboard. Manage different entities, certificate holders, divisions, centers, or properties independently for better organization. Effortlessly import vendor and insurance data while keeping track of PDF letter history and creating customizable letter templates. Validate carrier minimums with efficient carrier rating data imports, and enjoy the flexibility of exporting information in various formats. Streamline compliance management with automated printing or emailing of non-compliance letters, and take advantage of comprehensive search and reporting features. Additionally, integrated video training ensures that users can efficiently navigate the system and utilize its full potential.
API Access
Has API
Yes
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$4,500 per year
Both self-managed and fully-managed options are available
Free Trial
No
Free Version
No
Pricing Details
$499 per year
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Risk Toolbox Inc.
Country
United States
Website
docutrax.com
Vendor Details
Company Name
GG-One Software
Website
www.ggonesoftware.com/ifastrack-features
Product Features
Business Process Management
Access Controls / Permissions
Yes
Alerts / Notifications
No
Business Process Automation
Yes
Business Rules Management
Yes
Collaboration
No
Process Change Tracking
No
Process Mapping
No
Process Modeling & Design
No
Visual Workflow Management
No
Commercial Real Estate
Brand Management
No
CRM
No
Cash Flow Analysis
No
Critical Date Alerts
No
Deal Management
No
For Appraisers
No
For Brokers
No
For Investors
No
For Property Managers
Yes
Portfolio Management
No
Strategic Planning
No
Contract Management
Buy Side (Suppliers)
No
Completion Tracking
No
Compliance Tracking
Yes
Contract Lifecycle Management
No
Electronic Signature
Yes
Full Text Search
No
Government Contracts
No
Pre-built Templates
No
Sell Side (Customers)
No
Specialty Contracts
No
Version Control
No
Workflow Management
No
Contractor Management
Contractor Database
No
Insurance Tracking
Yes
License Tracking
No
Permit Tracking
No
Skills & Competencies
No
Task Management
No
Work Hour Tracking
No
Product Features
Document Management
Access Controls
No
Archiving & Retention
Yes
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
Yes
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
Yes
Electronic Signature
No
Email Management
Yes
File Recovery
Yes
File Type Conversion
Yes
Forms Management
No
Full Text Search
No
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
No
Version Control
No