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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 Beyontec Suite?

The Beyontec Suite is an all-encompassing, seamlessly integrated, and highly flexible real-time management system tailored for carriers and managing general agents (MGAs) operating in the property and casualty insurance industry. It can be swiftly implemented through secure and scalable web-based delivery methods. One of its standout features is the Suite’s configurability, which allows for operation without the need for extensive programming or IT support. With its Workflow Engine, users can tailor their business processes to align with their individual preferences. Furthermore, the Suite includes intuitive interfaces and portals, empowering employees and agents to significantly boost their productivity, no matter what insurance lines they oversee. In addition to its functional benefits, our pricing model is designed to be as adaptable as the Suite itself, offering clients the option of a minimal monthly subscription or a fee based on a percentage of the premiums handled through the Beyontec Suite, rather than imposing a large upfront licensing cost. This approach enables our clients to leverage advanced technology without the stress of substantial initial financial outlay. Moreover, it fosters a partnership where clients can grow and scale their operations in line with their success.

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

Beyontec

Date Founded

2008

Company Location

United States

Company Website

beyontec.us/solutions/

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

Insurance Policy

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

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