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  • An automated Certificate of Insurance tracking solution to mitigate risk, increase productivity, and lower overhead.
"CTrax saves me at least 15 hours a month. Not having to track certificates on a weekly basis has enabled time for me to work on other projects."-Barbara Williams
CTrax Certificate of Insurance Management Software

CTrax Preview:

Take a dive into CTrax’s powerful

productivity tools that assist with

Certificates of Insurance (COI)

HANDS-OFF DATA ENTRY
Automatically populate information from an ACORD form into the system.
AUTOMATICALLY RENEWAL REQUEST
Automatically send request requests as policies expires. Once a user defines parameters,the software does the rest!
CHARACTER RECOGNITION
Optical Character Recognition (OCR) feature captures certificate information automatically and transfers to vendor profiles.
DASHBOARD
Easily view expiring policies and coverage by department or the status of request renewal, all-in-1 user friendly dashboard!
BATCH UPLOAD

Select hundred of ACORD forms to import at once.

CERTIFICATE LIBRARY
24/7/365 COI Library info pertaining to policies, coverage limits, producer & contact name for inactive or active vendors.
PROJECTS
Group COI's by projects to easily keep track of vendors over time. Ideal for clients who use vendors across multiple assignments.
PROVIDER/PRODUCER PORTAL
Producers, Providers and Vendors can now easily upload certificates directly to CTrax & check status of COI's on file.