Stop wasting time! Automate your work using proprietary OCR technology that will instantly read and populate your COIs in the system with our certificate of insurance tracking. All done, hands-free!
Keep all of your information at your fingertips! Conveniently view all critical information with configurable, easy-to-use interface.
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.
Store all of your documents in your pocket! Get 24/7 access to your secure COI library from any computer or mobile device.
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.
PORTAL FOR COIS
Don't have time to be the middleman? Producers, Providers, and Vendors can upload COIs directly to CTrax and check the status of their COIs on file for on-the-spot verification.
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.
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.
Discover how our COIs will change the way you do business
Employ CTrax for as low as $9/COI or sign up for our full service consulting.
View all of your essential and critical information with a configurable, easy-to-use interface.