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
How it works
OPTICAL CHARACTER RECOGNITION
Our proprietary OCR technology comprehends scanned information and enables an automated workflow.
HANDS-OFF DATA ENTRY
Instantly populate an ACORD 25 form with our OCR database.
AUTOMATED RENEWAL REQUEST
Easily schedule renewal requests to be delivered as a policy approaches expiration.
Conveniently view all critical information with a configurable, easy-to-use interface.
Quickly import hundreds of files all at once.
Get 24/7 access to your secure COI library from any computer or mobile device.
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.
AM BEST INTERFACE
CTrax contains the AM Best interface as part of the software platform. AM Best is a well-known national company that rates insurers. They have everything from A+ to probably F- regarding a rating.