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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
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
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$4,500 per year
Free Trial
Free Version
Pricing Details
$499 per year
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
GG-One Software
Website
www.ggonesoftware.com/ifastrack-features
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
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
