CTrax Description

Our proprietary OCR technology will automate your work and instantly read and populate all your COIs within the system. Our certificate of insurance tracking software will save you and your employees hours of manual entry. Don't let expired COIs slip by your fingers! You can easily schedule renewal requests and send emails to communicate with the necessary parties about policy status. Our configurable interface makes it easy to view all important COI data. You don't want to be the middleman. Producers, Providers and Vendors have the option to upload Certificates of Insurance directly to CTrax. They can also check the status of their COIs in file for verification on-the-spot. Confidence in organizing projects To make it easy to track and manage vendors over time, group COIs by project. This is the ideal solution for clients who have vendors on multiple assignments.

Integrations

No Integrations at this time

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Company Details

Company:
JDi Data
Year Founded:
1992
Headquarters:
United States
Website:
jdictrax.com

Media

CTrax Screenshot 1
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Product Details

Platforms
SaaS
Type of Training
Documentation
Live Online
Webinars
In Person
Customer Support
24/7 Live Support

CTrax Features and Options

Insurance Policy Software

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Insurance Underwriting and Rating Software

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating