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Enterprise COI Tracking

  Insurance in today’s society is a crucial part of life. Almost every company, no matter how big or small it is, runs the risk of some sort of liability...

What Is COI Tracking?

Risks are very common and costly in any enterprise. You have to remember that accidents in industry, service, or business will always happen. Even if you spend a lot of...

COI Tracking Process

Insurance is an integral part of any business. Not only does it act as a mechanism to protect your employees’ interests, but it also saves you from insurance claims, which...

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Who Needs COI Tracking?

Risks are something you can’t avoid in any business – whether it’s construction, trucking, delivery of goods, or even cleaning. They are an integral part of any work process, and,...

20% Off CTrax for Memorial Day

For Memorial Day we’re celebrating by giving a GREAT DEAL! For new CTrax accounts, a 20% discount will be credited to companies that sign up this week. Schedule your FREE CTrax...

20% OFF CTrax!

Our biggest discount of the year! 2020 is almost over and that is worth celebrating! We made it through record-breaking bushfires in Australia, a tumultuous U.S. Election, and a tragic...

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Certificate of Insurance Processing Software

CTrax is the most efficient cloud-based platform used to manage compliance and track insurance. CTrax scans, reads, captures and organizes information automatically transforming the process of managing your certificate of...

Texas Prima CTrax Presentation

Michael:” Hi everyone my name is Michael del Fierro I’m the national account executive here at JDI data and I’m joined here by my co-presenter Martha from the port of...

What is a Certificate of Insurance?

Jenna:” Hey, it’s Jenna. And I’m here with JDi, and I’m speaking here with James De Rosa. Hi, James, how are you doing today? ”  James:” Jenna, thanks very much...

Certificate of Insurance Processing

It’s another beautiful day in the compliance department until you realize you’re missing one specific certificate of insurance. We all know that spiraling feeling when you’re staring at a stack...

Setting Insurance Requirements

Narrator: With CTrax there are multiple ways of setting up insurance requirements. One way is by using provider types to set up any number of various provider types. based on...

How to Create a Project Using CTrax

CTrax is a certificate of insurance tracking program that includes an optional management module to manage contract requirements, departmental collaboration, and document depository. CTrax has a framework to create a...

How to: Upload a COI into CTrax

To get started with CTrax drag and drop your file then click “upload”. CTrax will then process the file and read the data from your document. Once it’s complete you...

Work Flow

Learn about the CTrax Workflow

COI SOFTWARE BENEFITS Certificate of insurance (COI) software streamlines operational processes increasing the productivity and enhancing the efficiency of your workflow. Process Streamlining -The steps of the CTrax software follow...

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The Importance Of Managing Risk

Certificate of Insurance Software A certificate of insurance (COI) is a document issued by an insurance company or a broker. COI’s are also known as the proof of insurance and...

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Why Insurance Carrier Ratings Matter

Insurance carrier ratings matter- point, blank, period. From a legal standpoint, you are held accountable for taking insurance with a financially stable company. The stability of these insurance companies is...

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How to Prevent Insurance Fraud using CTrax

The prevalence of Insurance Fraud Insurance fraud, per the online Legal Dictionary is “The wrongful or criminal deception of an insurance company for the purpose of wrongfully receiving compensation or...

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Common Certificate of Insurance Problems

Common Certificate of Insurance There are a number of issues that regularly surface when administering certificates of insurance and fulfilling contractual requirements. Read on for a list of 6 common...

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Readily Available COI Forms

From Readily Available CTrax was developed as the most effective solution currently available to help business entities successfully manage risk.  CTrax is an insurance industry software product that was specifically...