OPTICAL CHARACTER RECOGNITION

Stop wasting time manually entering data and start automating your work using proprietary OCR technology that will instantly read and populate your forms into the system. All done, hands-free!

DASHBOARD

Keep all of your information at your fingertips! Conveniently view all critical information with configurable, easy-to-use interface.

PROJECTS

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.

CERTIFICATE LIBRARY

Store all of your documents in your pocket! Get 24/7 access to your secure COI library from any computer or mobile device.

AUTOMATED 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.

PROVIDER/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.

AM 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.

BATCH UPLOAD

Get rid of your filing cabinet! Instantly import all of your COIs and supporting documents into the CTrax database. Batch uploading saves you time and risk when you are imputing a larger number of files.

Employ CTrax for as low as $6/COI or sign up for our full service consulting.

Automate

Robust certificate tracking system that scans, reads, captures and organizes items automatically

Productivity

CTrax certificate of insurance tracking solution improves workflow and increases time spent on risk mitigation

Manage Risk

Protect your WC and GL loss ratio and prevent premium rate increase within one insurance tracking solution

“Could not have been any easier!

RISK MANAGEMENT DEPT., PORT OF CORPUS CHRISTI

Try CTrax now.

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See how it works.

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