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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

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 

Screenshots View All

Screenshots View All

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 

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