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Maintain Control of the entire COI process including compliance review and communications. Our two-step verification process combines the power of Smart-Capture OCR and experienced insurance analysis to guarantee 99.5% accuracy.
  • 24/7 Access
  • 24/7 Live Support
  • Dashboards & Analytics
  • Alerts & Notifications
  • Smart-Capture (OCR)
  • Automated Renewal Notices
  • Risk Profiles
  • Project Module
  • Email Templates
  • Portal
  • 99.5% OCR Verification
CTrax Plus Services logo

Plus Services

Exclusive concierge-style service with a dedicated account manager who directs a team of professionals to ensure your insureds remain compliant with their minimum insurance requirements and that renewals are processed on time.
  • All CTrax Features Included
  • Compliance Management
  • Dedicated Account Manager
Optional Services
  • AM Best - $1,700 per Year
  • Basic Implementation Service - Starting at $1,000
  • Setup/ Configuration: User personas, active insureds, notifications/alerts, templates, active COI
  • Endorsement Tracking – Plus Services Exclusive - $5 per Year, per Assignment (AI & WOS)
Plus Services

Plus Services is CTrax’s exclusive offering that supports our client’s necessity for a fully outsourced solution. Plus Services is an extension to your risk department. A dedicated Account Manager directs a team of insurance professionals that ensure Client’s providers remain compliant with their insurance requirements.

To begin with, the team of professionals request, follow up, review and verify, the certificates for compliance following strict client guidelines. Generally, the process includes up to nine email communications to providers divided in three main areas, request, compliance and renewals. Lastly, you have a fully compliant COI, keeping the customer’s risk department up to date on the status of each provider.

For organizations that understand the importance of COI tracking but do not have the bandwidth to handle all aspects of the process or would simply be more comfortable leaving it to the experts, CTrax’s Plus Services is the perfect option. Our team of insurance compliance experts will oversee every part of the process by making sure coverages meet minimum insurance requirements and renewals are received on time and by providing top-notch compliance-related reporting by Insured and/or Contract basis; taking risk mitigation to a whole new level.

  • A through Z. We do EVERYTHING (reduce administrative burden).
  • We are experts in the field. We are in every step of the process to minimize risk exposure.
  • We are in constant communication with our clients (we provide monthly or biweekly reports).
  • The ultimate solution for COI Tracking.
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