Scroll to:
Scroll to:

How to Upload A COI?

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 can compare your PDF to the data CTrax populated. 

Create a login and password to view your data in the “document” library.

The dashboard has a chart showing the CTrax workflow

The red dots on the left shows the data CTrax populated. Ctrax captures the service providers, producers, and carriers.

CTrax will securely store and organize your Acord 25 Waiver of Subrogation, Contracts, and other required compliance attachments.

You Might Like
How Does COI Tracking Actually Work
Improving Your Response Rates with COI Tracking Companies
"Correctly Tracking Tenants and Vendors"
CTrax – Certificate Of Insurance Management Software
Texas Prima CTrax Presentation