Ctrax:
Streamlining your process of tracking, verifying, and managing COIs.
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What makes CTrax your go-to COI management tool?
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.
Your heavy tasks that take over your day? They're already done.
Renewals
- Renewals go out to the insured in a scheduled cadence that makes the most sense to you and your needs.
Insurance Requirements and Email Templates
- Insurance requirements are stored in templates for easy duplication and modification so you can cut down on redundant data entry and keep your workflows streamlined.
- Email templates are designed to do the heavy lifting when it comes to communicating issues back to the insureds.
- You can customize your email before it goes out; modify the templates and language so it fits your organization; and mask the email and reply address so it stays in your system.
Initial Requests
- When you put in an exhaustive list of insureds or kick off a big project, you can send the first notice out to everyone right from the start, so you don’t need to do them all one by one.
Data Extraction
- Our OCR/Verification process pulls all of the important information from the COI, verifies it for accuracy, and adds it to your CTrax database for compliance. Gone are the days of typing it in manually and risking potential data errors.
Your most important risk transfer data is warehoused in an environment that you have complete control over, you know it’s current, and it’s easy to share when needed.
Customizable Dashboards
- The dashboard gives each user the ability to customize what data they want to see at a quick glance and what data gives them the quickest next step to their most important workflows.
Per Project and/or Per Insured tracking
- CTrax can track multiple sets of unique insurance requirements for each insured being tracked in the system including the ability to track each independently and on a project basis.
Policy specific
- All tracking goes down to the policy level so you know things like unique expiration dates aren’t being missed.
Document storage and access
- When the time comes to pull a COI, you’ll know where it is and immediately if it is compliant or not.
Try our automated extraction HERE
