Revolutionize Data Capture with 100% Accuracy

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  • Process & Store COI's for as little as $6

An automated Certificate of Insurance tracking solution to mitigate risk, increase productivity, and lower overhead.

Solutions

Increased Productivity

Autofill Component

Manage Risk

"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 Overview

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.
DASHBOARD
Conveniently view all critical information with a configurable, easy-to-use interface.
BATCH UPLOAD

Quickly import hundreds of files all at once.

CERTIFICATE LIBRARY
Get 24/7 access to your secure COI library from any computer or mobile device.
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.
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.