Fastrack (Windows) Features
Windows version can be installed on a single user workstation or a Local Area Network (multi-user access).
Insurance Certificate Tracking
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Can be used separately or with Contract Management
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Define your company policy, limit and additional terms requirements in categories
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Print/email follow-up letters for policies expiring or soon to expire, limit issues and missing policies or additional terms
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Enter special notes to appear on letter Option to print or email follow-up letters (#10 envelopes printed for each letter
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A duplicate letter created 30 days later if no response received
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Customize your letter template Certificate Status displayed as part of each company’s information
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Enter unlimited miscellaneous notes for each vendor
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Ability to override individual requirements for policies, limits and terms
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Ability to check A.M. Best carrier ratings
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Attach unlimited documents (jpg, bmp, gif, pdf, doc, xls) Ability to import/export using Excel
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Easy to use Passwords and Permissions system (optional)
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Audit Trail maintained by vendor listing additions, changes, and letters sent.
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A program setup screen enables you to change system defaults
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Comprehensive insurance certificate reporting system.
Contract Management
Fastrack offers the ability to manage both contracts and insurance certificates. Contracts can include agreements such as leases or loans. Track both the contract with the insurance certificate or use them separately. Print reports listing contracts approved, soon-to-expire / expired, and closed.
Use the unlimited action items to track Bond expirations, receipt of W-9 and 1099 forms, or any other items requiring follow-up or notation. Print reports listing action items due soon / past due or soon-to-expire / expired. Each action item can have an attachment for historical reference.
- Can be used separately or with Insurance Certificate Tracking
- Tracking for contract approval date, expiration date and action item dates
- Monitor financial data for total value, amount paid and balance due
- Ability to enter unlimited action items per contract
- Each action Item contains:
- Item number and description
- Due date, Completion date and Tracking Date
- Contract award/change control amounts and amounts paid
- Ability to attach external document (jpg, bmp, gif, doc, pdf, xls)
- Freeform notes.
- Links between the contract and vendor insurance certificate
- Comprehensive contract reporting system.