iFastrack (Web)
System Technology
- Web based software you install on your web server
- DotNet technology
- SQL Server databases
- Excel files for importing data
- Microsoft Word letter templates
- Crystal reports in PDF formats
General Functionality
- Vendor can have unlimited insurance certificate and document/contract records
- Import Vendor and Insurance data using Excel files
- Document/Contract can be tied to an Insurance certificate
- Three user defined fields to organize/identify vendors for filtering/sorting screens and reports
- Unlimited attachments at Vendor,Certificate and Document/Contract levels
- Freeform vendor notes
- Password access with multiple levels of user rights
- Ability to restrict user access by company level
- Program setup screen to assign system defaults
- Ability to export screens to Excel or PDF formats
- Comprehensive insurance certificate and document/contract reports
Insurance Certificate Tracking
- Custom Insurance Requirement Categories used to set certificate policy, limit and additional terms requirements (unlimited policies and additional terms per category).
- Compliance verified for no certificate, missing policies, insufficient limits, missing additional terms, soon to expire and expired policy dates
- Ability to override individual policy, limit or additional term requirements
- Print/email follow-up letters containing detailed list of non-compliance issues
- Maintains history of all letters sent
- Letter template customizable using Microsoft Word
- Multiple templates at Group level
- Reminder letter sent every 30 days (days between letters a user defined period)
- A.M. Best Rating Check (carriers saved for ongoing ratings check)
Document/Contract Management
- Can be used to track any type of agreement or form (contract, lease, loan)
- Tracking for approval date, start date, expiration date and action item dates
- Monitor financial data for total value, amount paid and balance due
- Enter unlimited action items
- Each action item contains:
- Item number and description
- Due date, Completion date and Tracking Date
- Amount added and amount paid
- Freeform notes.