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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 COI Pro?

COI Pro is recognized as a leading software provider specializing in the tracking of certificates of insurance, which significantly streamlines the processes involved in collecting, verifying, and managing COIs. Businesses ranging from small startups to major corporations rely on COI Pro to mitigate risks throughout their supply chains while reducing the administrative burden tied to document management. The platform facilitates efficient tracking of insurance certificates through innovative tools, empowering users to manage their COI documents swiftly and effortlessly. After an agreement is established, COI Pro promises a complete migration of all documents within just 72 hours, ensuring a hassle-free transition. For newly issued certificates, the software offers easy upload capabilities supported by intuitive templates designed for user convenience. Moreover, organizations can set and manage specific COI requirements at both division and business unit levels, providing tailored solutions that meet varying organizational demands. By implementing COI Pro, companies can not only improve their operational efficiency but also maintain compliance with necessary insurance documentation standards, fostering a more reliable and organized approach to risk management. Ultimately, COI Pro empowers businesses to focus on their core operations without the distractions of paperwork and compliance issues.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$4,500 per year
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

Risk Toolbox Inc.

Company Location

United States

Company Website

docutrax.com

Company Facts

Organization Name

COI Pro

Company Location

United States

Company Website

www.coipro.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

Insurance Claims Management

CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

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