Insurance Certificate Tracking

 

• Web based, access from any of your computers with an internet connection

• Custom Insurance Requirements

• Override individual policy, limit or additional term requirements

• Report Scheduler

• Track multiple COI's per vendor/sub contractor

• Assign COI's to a location or property

• New integrated Email Processing and Tracking System (Cloud Only)

• Manage Expired and About to Expire Certificates from the Certificates Dashboard

• View your certificate statuses graphically from the Statistics Dashboard

• Manage multiple entities, certificate holders, divisions, centers or properties separately

• Import vendor and insurance data

• PDF letter history

• Customizable letter templates

• Import carrier rating data

• Validate carrier minimums

• Export to multiple formats

• Automated printing or emailing of non-compliance letters

• Extensive search and reporting capabilities

• Integrated video training

 

Document/Contract Management

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• Manage any type of agreement, contract, lease, loan or general document

• Track multiple documents/contracts per vendor/sub-contractor

• Assign documents/contracts to a location or property

• Schedule document action items

• Send letters to vendor and document contacts

• Basic document workflow 

• Relate COI's to documents/contracts

• Monitor financial data

• Extensive document search and reporting capabilities

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Technology

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• Supports Windows 8.1, Windows 10, Server 2012 through Server 2016

• Microsoft SQL Server data storage 

• True Client/Server

• Integrated Email Monitoring and Tracking Engine

• Integrated user security