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Reading COIs is easy when technology is part of the equation. Reading a Certificate of Insurance can be difficult if you are not familiar with terms used in the insurance...

Is this a question that actually gets asked? Yes it is. Does it happen in your company? If so, you may feel better knowing that a lot of companies are...

Tracking your Certificates of Insurance is easy, when you have the right tools in place. Tracking your Certificates of Insurance should already be part of your business’ standard operating procedures,...

What is a Certificate of Insurance? A Certificate of Insurance (COI), or proof of insurance, is a document issued by an insurance agency or broker to a vendor/company providing the...

Corporate insurance is one of the most important aspects of the successful development of any business. There are three main reasons for this: Employees feel more comfortable in your company...

Every Certificate of Insurance has multiple sections, the longest being the “Coverage” section. It is important to know how to read a COI, especially if you have one, or one...

Having a Certificate of Insurance is truly important, but having a valid Certificate of Insurance is the key. When you request a COI from someone don’t just take a look...

In short: COI software is an efficient tool that helps you be more organized and saves you money, time, effort, and stress. However, many companies are still not informed about...

The process of delivery sounds like an easy process: your order gets packed, the delivery guy picks it up and delivers it to you. Simple, right? Well, actually, there is...

Many organizations underspend on compliance. In fact, a Globalscape and Ponemon study found that, on average, only 14.3 percent of total IT budgets were spent on compliance last year, as opposed to 11.8...

We know the pain. Ease it with CTrax: If you have been working for years in the Insurance industry like us, then you have probably sensed (more than once) that...

What is a Certificate of Insurance? A certificate of insurance (COI) is a document that is issued to a policyholder as confirmation of insurance coverage. The COI provides the core...

Tracking Certificates of Insurance is a tedious and exhausting job for any company, let alone a government agency. These agencies must make sure that all their workers are protected, no...

How can you avoid being stuck in these fast-paced times? It’s no secret that we are living in a time where AI is a key component in our daily lives,...

It’s no secret that tracking certificates of insurance (COIs) manually is a tiresome process. Due to this, many corporate and public entities tend to skip the procedure entirely and trust...

Insurance is a crucial part of life. Almost every company, no matter how big or small, runs the risk of liability or peril, just by existing. On that note, almost...

To clarify and earn a full understanding of the answer to this frequently asked question, we first should understand what COI tracking is, and how it works. COI stands for...

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...

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...

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,...

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...

One of the keys to good construction is attention to detail. Some of the best home builders in the world pride themselves on the small, unique finishes that make their...

How the Port of Corpus Christi Authority Achieved 100% Compliance by partnering with JDi Data JDi’s CTrax proved to be the optimal tool to help POCCA centralize its risk management...

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...

We have all seen the signs – large bins full of three-ring binders, loose papers scattered on desks, and exhausted compliance employees sporting dark circles under their eyes… If you experience any of these symptoms,...

The levels of risk for COI holders are steadily increasing.  In fact according to this website, in just the last three years: A contractor in New Jersey received a one-year...

Are you still living in the dark ages of bulky fragile paper files? Where is a new certificate supposed to go? How do you manage your COIs? It doesn’t take...

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...

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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...

Jenna:” Hi there. I’m Jenna DeVries and I’m here with JDi Data. And we’re going to be talking today about the solution CTrax. And I have Michael here with me...

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...

Oh look, it’s CERTii, he’s here to talk to us about CIO tracking. How are you handling risk transfer? CTrax is designed to automate your certificate of the insurance tracking...

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...

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...

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...

CTrax in the cloud, the most efficient way to manage certificates of insurance. Eliminates data entry. CTrax reads the Accord 25 COI, uploads a single document, or batch process your...

  CTrax in the cloud, the most efficient way to manage certificates of insurance. Eliminate data entry. CTrax reads the Accord 25 COI, uploads a single document, or batch process...

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...

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...

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...

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...

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...

Insurance Risk Management Certification Certificates of Insurance (COIs) are fickle creatures that present a sort of catch-22.  They are completely necessary for day-to-day business operations, while at the same time...

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...

Why Compliance Matters For businesses that work under a regulated environment, it’s important to adhere to compliance standards in order to keep operations at an optimal level. Internally, management teams...

The Risk Management Although digital advancements have helped streamline business processes, they have also spurred a handful of risks relating to data breaches. Due to this, many organizations are actively...

The work week is a hectic time that’s filled with an endless amount of tasks that is soon over before anyone realizes it has even begun.  During this crazy time,...

In order for a business to hire vendors, and for the vendor to successfully win a contract, it is important for them to provide an accurate Certificate of Insurance that...

Large businesses often require numerous vendors and subcontractors that they must use to conduct their affairs and accomplish the day’s tasks.  By law, certain professions are required to carry adequate...

Gone are the days of slicing your fingers on thousands of paper documents in an effort to organize and manage Certificates of Insurance.  These days, businesses should be taking advantage...

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...

The goal of all technology is to make life easier and more productive, so that the human element can be better directed towards other complex and critical tasks.  As a...

Waivers of subrogation are an important detail of Certificates of Insurance (COI) that cannot be ignored.  However, they’re often misunderstood and are even harder to keep track of.  In essence,...

What is a Certificate of Insurance? Generally, a Certificate of Insurance (COI) is a summarizing document that is issued to a policy holder as confirmation of coverage.  The policy holder...

CTrax is an automated Certificate of Insurance Tracking solution to mitigate risk and to enhance productivity. CTrax improves the productivity by enabling the employees to invest less of their time...

CTrax increases productivity by allowing employees to spend less time on managing Certificates of Insurance and more on mitigating risk. It was built to be simple and effective, ensuring that users...

The Autofill Component allows users to take a hands-off approach when managing Certificates of Insurance by accurately populating fields in an automated environment.  This is accomplished through JDi’s proprietary OCR...

Certificate Of Insurance Tracking Solution | Manage Risk Spend less time with Certificates of Insurance Tracking while simultaneously mitigating risk! Using CTrax’s automated processes, the system alleviates users of the...

  JDi Data’s CTrax is the best option available for businesses that are looking to maximize profits while mitigating risk through an automated cloud-based system. For those in the Certificate...

Overview of the CTrax System CTrax offers users an automated Certificate of Insurance tracking solution allowing users to drastically increase productivity while reducing overheads and risk. CTrax automatically fills in...