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  • CTRAX – Provides Certificate of Insurance Tracking Solution
    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

“Could not have been any easier."-Risk Management Department- Port of Corpus Christi

CTrax Overview

How it works

Website_15OPTICAL CHARACTER RECOGNITION
Stop wasting time manually entering data and start automating your work using proprietary OCR technology that will instantly read and populate ACORD 25 forms into the system.
All done, hands-free!
WebsiteAUTOMATED RENEWAL REQUEST
Don't let expired COIs slip through your fingers! Easily schedule renewal requests and generate emails that quickly communicate with necessary parties about their policy status.
WebsiteDASHBOARD
Keep all of your information at your fingertips! Conveniently view all critical information with configurable, easy-to-use interface.
WebsiteBATCH UPLOAD

Get rid of your filing cabinet! Instantly import all of your COIs and supporting documents into the CTrax database.

WebsiteCERTIFICATE LIBRARY
Store all of your documents in your pocket! Get 24/7 access to your secure COI library from any computer or mobile device.
WebsitePROJECTS
Organize projects with confidence! Effortlessly group COIs by project to conveniently manage and track vendors over time. Perfect for clients who use vendors across multiple assignments.
WebsitePROVIDER/PRODUCER PORTAL
Don't have time to be the middleman? Producers, Providers, and Vendors can upload COIs directly to CTrax and check the status of their COIs on file for on-the-spot verification.
WebsiteAM BEST INTERFACE
Get the low-down on your vendors. CTrax syncs with AM Best interface, a well-known national company that rates insurers, letting you know who you're dealing with.