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What is Docutrax?

Docutrax offers an innovative online platform for managing documents and certificates of insurance, tailored to fulfill the highest standards of risk management practices. This system streamlines numerous tedious, time-intensive, and error-prone tasks associated with obtaining and managing COIs and other essential documents. With proven effectiveness, Docutrax not only enhances compliance rates for insurance coverage but does so at a reduced cost, all while improving business processes in unprecedented ways. Its adaptable interface can cater to the unique needs of any organization. Additionally, all relevant parties receive automatic updates through tailored vendor and broker notifications, along with email alerts sent to the appropriate personnel. Our team of licensed insurance professionals is dedicated to providing knowledgeable support to our clients, including tenants, vendors, suppliers, contractors, and franchisees. This ensures that every aspect of the insurance process is handled with expertise and care, leading to greater satisfaction among all stakeholders involved.

What is BizOps?

BizOps software ensures a seamless flow of data, encompassing a wide array of processes from the creation and conversion of prospect files to quoting, ordering, scheduling, advanced inventory management, production supervision, purchasing, receiving, and access to customer and vendor portals, among various other capabilities. Additionally, we effectively integrate with accounting systems like Sage 50 and QuickBooks to manage data interactions. Aegis Commerce Solutions, Inc. not only creates innovative products but also provides bespoke software development services that enable us to tailor or enhance functionalities according to each client's specific needs. BizOps integrates all essential features and enhancements necessary to foster continuous improvements in business process automation, ensuring our clients can adjust effortlessly to the shifting landscape of market conditions and demands. This level of adaptability not only aids businesses in staying competitive but also enhances their ability to respond swiftly to changes in their operating environment, reinforcing their market position.

Media

Media

No images available

Integrations Supported

QuickBooks Online
Sage 50

Integrations Supported

QuickBooks Online
Sage 50

API Availability

Has API

API Availability

Has API

Pricing Information

$4,500 per year
Free Trial Offered?
Free Version

Pricing Information

$100/month/user min 5 users
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

Risk Toolbox Inc.

Company Location

United States

Company Website

docutrax.com

Company Facts

Organization Name

Aegis Commerce Solutions, Inc

Company Location

United States

Company Website

www.aegiscommerce.com

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Commercial Real Estate

Brand Management
CRM
Cash Flow Analysis
Critical Date Alerts
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Contractor Management

Contractor Database
Insurance Tracking
License Tracking
Permit Tracking
Skills & Competencies
Task Management
Work Hour Tracking

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

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