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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 CertAdvisor?

For nearly three decades, Recordables has been providing employers with software solutions designed to enhance the efficiency of filing, tracking, and reporting claims. The introduction of CertAdvisor has made the management of compliance for incoming Certificates of Insurance a simple endeavor. This cutting-edge software not only facilitates the electronic storage of insurance certificates but also detects compliance gaps and informs vendors of any issues through automated correspondence. The formerly arduous task of monitoring thousands of certificates is now greatly streamlined. Moreover, the system boasts a range of features, including expiration reminders for certificates, tracking capabilities for various types of insurance, unlimited vendor tiers to meet diverse needs, oversight of liability limits, automation for generating letters and emails, alerts to internal teams regarding vendor concerns, a comprehensive vendor notification log, digital storage for certificates and associated documents, a notes section with spell check functionality, and an assortment of standard reports. In conclusion, Recordables has revolutionized the approach organizations take toward insurance compliance and vendor management, ensuring a more efficient and organized process. The impact of this transformation is felt across various industries, allowing companies to focus on their core operations with greater peace of mind.

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

Recordables

Date Founded

1992

Company Website

www.recordables.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 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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