"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
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!
Optical Character Recognition (OCR) feature captures certificate information automatically and transfers to vendor profiles.
Easily view expiring policies and coverage by department or the status of request renewal, all-in-1 user friendly dashboard!
Select hundred of ACORD forms to import at once.
24/7/365 COI Library info pertaining to policies, coverage limits, producer & contact name for inactive or active vendors.
Group COI's by projects to easily keep track of vendors over time. Ideal for clients who use vendors across multiple assignments.
Producers, Providers and Vendors can now easily upload certificates directly to CTrax & check status of COI's on file.