Ctrax/COI tracking

Create a vendor selection project & run comparison reports
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.

Overview

OPTICAL CHARACTER RECOGNITION

Stop wasting time manually entering data and start automating your work using proprietary OCR technology that will instantly read and populate your forms into the system. All done, hands-free!

Key Features

DASHBOARD

Keep all of your information at your fingertips! Conveniently view all critical information with configurable, easy-to-use interface.

AUTOMATED RENEWAL REQUEST

Don't let expired COIs slip through your fingers! Easily schedule renewal requests and generate emails that quickly communicate with necessary parties about their policy status.

AM BEST INTERFACE

Get the low-down on your vendors. CTrax syncs with AM Best interface, a well-known national company that rates insurers, letting you know who you're dealing with.

Key Benefits

CERTIFICATE LIBRARY

Store all of your documents in your pocket! Get 24/7 access to your secure COI library from any computer or mobile device.

BATCH UPLOAD

Get rid of your filing cabinet! Instantly import all of your COIs and supporting documents into the CTrax database. Batch uploading saves you time and risk when you are imputing a larger number of files.

PROJECTS

Organize projects with confidence! Effortlessly group COIs by project to conveniently manage and track vendors over time. Perfect for clients who use vendors across multiple assignments.

Product/Service details

SOLUTION OR SERVICE TYPE