CTrax – Certificates of Insurance Tracking System

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We understand that many organizations need a modern platform system that promotes transparency and accountability across the enterprise. Based on our discussions and preliminary analysis, we are pleased to present two proposals reserved for many different types of business: Shared Services and a Software Solution (CTrax).  Shared Services and a Software Solution CTrax is proprietary […]

What is Certificate Tracking?

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Certificate tracking refers to an automated system for keeping track of Certificates of insurance and other important documents through an automated system. This system manages details such as names, insured amounts and renewal dates for multiple projects and vendors at one time. The benefits of using an automated tracking system, is to allow for more […]

Tracking Your Organization’s Certificates of Insurance by Project

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With automation and customization comes the ability to organize your Certificates of Insurance in a way in which makes the most sense for your business.  And to be honest, if total customization can’t happen with a software system meant to make your workflow easier, then how is it really helping you?  Many of our clients […]

How CTrax Ensures Customer Satisfaction

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Customer Satisfaction plays a key role in the success of every business. That is why CTrax always tries its best to maintain the highest level of customer satisfaction and even exceed expectations. We always strive to improve our customers’ experience by designing tailormade services and solutions to meet their specific needs. Unlike other organizations, we […]

Property Managers Must Track Certificates of Insurance

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One daunting task is keeping records of contractors, tenants, suppliers, and vendors’ Certificates of Insurance in every property management company. It is time-consuming and tedious to ensure each certificate is verified and renewed on time. This is one of the top priority jobs for every property manager.  As a property management company, it is dangerous […]

Sophisticated Work Processing What You Need to Know About COI Tracking Software

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Any business that deals with client onboarding know how important it is to keep track of their COIs, or certificates of insurance. COIs ensure that companies are protected from liability in the case of an accident or incident. However, keeping track of COIs can be challenging, particularly for businesses with many clients. Fortunately, several COI […]

Certificates of Insurance for Contractors

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What is a Certificate of Insurance for Contractors If you’re working as a contractor, most employers will require you to take out a contractor’s liability insurance policy, as it’s a normal requirement to carry out your business operations. Once you have purchased an insurance policy, you must get proof from your insurer (insurance company) that […]

CTrax Menu Item: Insureds – A Short Guide

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CTrax is an automated COI tracker that helps you manage your insurance certificates while storing them safely and providing easy access 24/7 from anywhere in the world. It was designed to be efficient, giving consumers complete control over rapidly accessing all of their insurance-related data. Your insureds are listed and easily manageable, while human error […]

Brief Guide to Settings Options on CTrax Software

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Various settings options offered by our Certificate of Insurance tracking software make it an excellent solution for your business. We are proud to say that it is one of the most straightforward and user-friendly software for your business on the market. This software solution allows you to view and modify settings such as account details, […]

Guide Through the Template Management

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This guide will briefly elaborate on managing different templates using our Certificate of Insurance Software. It is an easy, simple journey with a few steps to help you navigate our software successfully. How to View/Modify Templates Step 1: Choose the “Admin” Option On the dashboard in the Admin section, you will find the “Templates” option. […]

How to Upload a COI

How to Upload a COI

Our CTrax solutions software provides you with a comprehensive view of your projects. Using the software, you can upload Certificates of Insurance to your desired project without fear of missing an essential component. It is a simple, user-friendly mechanism that provides various options besides this one and ensures you can track all your projects. How […]

How to Perform Compliance Using the CTrax Software

How to Perform Compliance Using the CTrax Software

Welcome to our simple step-by-step guide on how to perform compliance using our software. Successful compliance is achieved through the Certificate of Insurance tracking SaaS solution. The software is created to be fully autonomous and user-friendly while reducing manual processes. Being user-friendly also means that you do not need advanced IT expertise. One of our […]

How to Create, Search, Edit, and Export Projects

How to Create, Search, Edit, and Export Projects

Our CTrax solutions software offers you an excellent overview of your projects and COI tracking. You can create, search, edit, and export projects using the software. It is a straightforward, user-friendly mechanism that offers you various options and ensures you can track all your projects. In this brief guide, we will offer you steps to […]

Five Risk Management KPIs for Effective Contract Compliance

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KPIs or Key Performance Indicators are quantifiable measurements to evaluate success. It is a golden rule in business that measurable results can be managed. Therefore indicators represent an invaluable part of the process of running a business. People who deal with contract compliance daily and want to do their job efficiently state how measuring performance […]

User’s Experiences Before and After Using CTrax

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Every company has to deal with a certain amount of legal documents. They can be related to insurance, reinsurance, and third-party relations. Some businesses still rely on paper documents, meaning they must physically store and manage many data. If they wish to translate information to digital form, records must be filled manually, which requires a […]

All Types of Businesses That Enjoy COI Tracking!

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No matter the type, every business will be susceptible to insurance, liability, or risk. Ignoring this fact increases the chance that the company will suffer losses, which could quickly become too much of an issue if not appropriately handled. Not only that, but your clients could lose interest. And who wants to stay short because […]

COI Tracking Software for Insurance Companies

COI Tracking Software for Insurance Companies

Insurance is a very effective way of guarding yourself against financial losses. The person or organization that offers it is referred to as an insurer, an insurance company, or an insurance carrier.  On the other hand, a person who purchases insurance is referred to as a policyholder, but someone or something the policy is protecting […]

Accessing CTrax Explained – A Simple Guide

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Working with leaders in the insurance sector, we developed software that closes the holes in a convoluted workflow, allowing COIs to be automatically uploaded and grouped by the project when numerous insureds participate in a single project. Organizations should use CTrax’s Services if they see the value of COI tracking but lack the time or […]

CTrax – Autonomous COI Processing

CTrax - Autonomous COI Processing

For 25 years, JDi Data has provided the best-in-class solution for managing the COI tracking process. Designed by industry experts for industry experts – CTrax is a game-changing SaaS solution to track and manage Certificates of insurance efficiently.  It allows users autonomous COI processing cloud storage and easy access. It is designed and configurable to […]