Insurance Certificate Tracking
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Custom Insurance Requirements
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Override individual policy, limit or additional term requirements
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Track multiple COI's per vendor/sub-contractor
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Assign COI's to a Location or Property
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Manage Expired and About to Expire Certificates from the Certificates Dashboard
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View your certificate statuses graphically from the Statistics Dashboards
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Manage multiple entities, certificate holders, divisions, centers or properties separately
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Certificates Management Dashboard
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Statistics Dashboards
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Import vendor and insurance data
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PDF letter history
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Customizable letter templates
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Import carrier rating data
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Validate carrier minimums
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Export to multiple formats
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Automated printing or emailing of non-compliance letters
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Extensive search and reporting capabilities
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Integrated video training
Document/Contract Management
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Manage any type of agreement, contract, lease, loan or general document
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Track multiple documents/contracts per vendor/sub-contractor
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Assign documents/contracts to a location or property
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Schedule document action items
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Basic document workflow
- Relate COI's to documents/contracts
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Monitor financial data
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Extensive document search and reporting capabilities
Technology
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Supports Windows 8.1, Windows 10, Server 2012 through Server 2016
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Microsoft SQL Server Data Storage
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True Client/Server
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Integrated user security
Additional Information
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eCertrack Edition Comparison
FAQ's
System Requirements
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