Simplify COI

Management with Confidence

Effortlessly manage and track your Certificates of Insurance
with our comprehensive software and expert services.

Reduce your Risk

Ensure Compliance

Automate Tracking

Simplify Renewals

Expert Support

Trusted By

Our clients rely on our expertise to reduce risk, ensure compliance, and drive operational efficiency.

How it Works

CTrax takes the headache out of managing Certificates of Insurance. By automating collection, tracking, and renewal processes, the platform ensures you stay ahead of compliance requirements. With an intuitive dashboard, instant notifications, and built-in reporting tools, CTrax keeps you informed and in control—so you can focus on growing your business.

Product Advantages

CTrax empowers your organization by improving compliance management, enhancing efficiency, and reducing administrative burdens. By strengthening communication and minimizing risks, it allows your team to focus on strategic priorities rather than chasing down certificates. CTrax delivers these advantages through powerful features, including:

Automated COI Collection and Tracking
Customizable Compliance Workflows
Real-Time Data & Alerts
Detailed Reporting and Dashboards
Expert Support and Training

Pinellas County

Pinellas County is a county located on the west central coast of the U.S. state of Florida. As of the 2020 census, the population was 959,107, making it the seventh-most populous county in the state. It is also the most densely populated county in Florida, with 3,491 residents per square mile.

Port of Corpus Christi

The Port of Corpus Christi is the third-largest port in the United States in total waterborne tonnage, largest crude oil export gateway in the nation, second in the United States in LNG exports and the third-largest gateway in the world for crude oil exports.

Laura Averill

Risk Management Insurance Analyst

It's a very easy system to use, and I like that MDI is willing to make changes based on our needs and the system capabilities. I also love this one-on-one personal interaction, so the processes are done in a more fluent motion and problems are easily resolved.

Martha Valderrama

Risk Management Coordinator

Since partnering with MDI, our COI compliance rates have surged from around 60% to consistently over 90% and few times at 100%. Achieving 100% compliance is challenging due to varying insurance policy expiration dates across different coverage lines. However, CTrax stays ahead of these expirations, ensuring renewals are timely and effectively engaging producers to maintain high compliance rates.

Partner with Us

Simplify COI management with CTrax. Our solution helps businesses meet compliance standards, minimize risks, and save time. Contact us for a demo and see how we can improve efficiency and reduce risk.

Try COI Extraction Book a Demo