Untitled (100 x 50 px) (1)
Workflows
Automation
Data Visibility

CTrax makes tracking certificates of insurance easier for everyone.

Smart Link 
  • Our Smart Link allows insureds to get their information into CTrax in the easiest way possible. They simply click the Smart Link in the email sent to them and upload their COI following the simple instructions. No login, password, software training, or setup required. 


Red or Green? Stop or Go. 
  • The old days of pulling up a contract, finding the insurance requirements, comparing the policies, limits, expiration dates and verbiage line by line to the COI are over. If you can work a traffic light, you can work CTrax.
  • Make approvals or send the request back to the insured with the compliance issues easily identified. 


Activity Tracking

  • Everything done in CTrax is automatically tracked for auditing purposes. Approvals or changes are all time, date and credential stamped, giving you ultimate peace of mind that everything is monitored. 

 

Try our automated extraction HERE