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What is CTrax?

Optimize your workflow with our cutting-edge OCR technology that swiftly scans and inputs your Certificates of Insurance (COIs) into the system. By utilizing our certificate tracking software, you and your team can save precious hours by removing the need for tedious manual data entry. Never miss an expired COI again! Set up renewal reminders effortlessly and generate emails that quickly notify the relevant parties about their insurance policies. Access all crucial COI information with ease! With our intuitive and customizable interface, you can conveniently view all important COI details. If you're short on time to act as the intermediary, Producers, Providers, and Vendors can upload their Certificates of Insurance directly to CTrax, allowing for real-time verification of their COIs. Confidently manage your projects! Our solution lets you categorize COIs by project, ensuring better oversight and tracking of vendors over time. This system is ideal for clients who work with various vendors on multiple tasks and projects. Elevate your operational efficiency today with just a simple click! Plus, our dedicated support team is always ready to assist you in maximizing your experience.

What is Advanced Insurance System?

The Advanced Insurance System (AIS) is designed to support organizations of all sizes and functions as an immediately deployable solution. It enables clients to quickly tailor and launch products by taking advantage of the platform's rich configuration capabilities. This modular and cohesive system can easily integrate with various platforms or act as a comprehensive policy management solution for Personal, Commercial, or Specialty lines of business. The setup process for new lines using AIS is both simple and intuitive. AIS provides agents and insurers with vital tools necessary for driving growth in their businesses. In an increasingly competitive marketplace, AIS enhances efficiency through automation and self-service options, which help to minimize time and operational costs while boosting sales performance. With the ability to create new products or expand into additional states on demand, AIS offers a crucial competitive advantage, ensuring that your business remains at the forefront of the rapidly changing insurance sector. Furthermore, the adaptability of AIS allows for ongoing modifications as market conditions evolve, making it an ideal sustainable choice for enduring growth and success. As organizations navigate the complexities of the insurance industry, the Advanced Insurance System stands out as a powerful ally for future development.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

JDi Data

Date Founded

1992

Company Location

United States

Company Website

jdictrax.com

Company Facts

Organization Name

Garvin-Allen Solutions

Date Founded

1992

Company Location

Canada

Company Website

www.garvin-allen.com

Categories and Features

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

Categories and Features

Claims Processing

Adjustor Management
Case Management
Claim Resolution Tracking
Co-Pay & Deductible Tracking
Compliance Management
Customer Management
Electronic Claims
Forms Management
Paper-Based Claims
Payor Management
Policy Administration

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

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