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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

PlanTRAK is a user-friendly and affordable web-based compliance management solution tailored for businesses to effectively oversee, assign, and monitor ongoing compliance obligations. This platform consolidates all necessary documents and requirements in a centralized location, ensuring everything is easily accessible. It features automated compliance schedules that generate and allocate recurring tasks to users across various facilities, which helps maintain organization and efficiency. In addition, automated reminder emails keep assigned users and managers informed about impending or overdue tasks, preventing any important responsibilities from being overlooked. It also allows for the documentation and assignment of corrective actions stemming from audits or inspections, enhancing accountability. Users can manage projects by organizing tasks related to specific goals, enabling a comprehensive oversight of progress. Ultimately, PlanTRAK empowers organizations to monitor activities at each facility, track task completion, assess performance, and make necessary adjustments to stay compliant and efficient. With its streamlined approach, businesses can focus more on their core operations while maintaining adherence to regulatory requirements.

Description

Eliminate the hassle of lengthy renewals by simplifying the request for proposal (RFP) process from start to finish. With BrokerageBuilder™, you can generate top-notch RFPs in mere minutes and distribute them efficiently to various carriers. The task of monitoring carrier commissions can be challenging, but BrokerageBuilder simplifies this process significantly. You can effortlessly track commissions from any carrier while also streamlining the processing and validation of received payments, giving you enhanced visibility into your agency's commission income. By consolidating your data, you can establish customized workflows that suit your agency's specific needs. Every day, users will receive a curated list of overdue tasks and upcoming responsibilities that need their attention, ensuring that nothing slips through the cracks and all tasks are managed effectively and efficiently. This proactive approach fosters better organization and productivity within your agency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Zywave Sales Cloud

Integrations

Zywave Sales Cloud

Pricing Details

$100 per month
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

SolutionsTRAK

Founded

2006

Country

United States

Website

www.solutionstrak.com/plantrak/

Vendor Details

Company Name

Zywave

Founded

1995

Country

United States

Website

www.zywave.com

Product Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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