Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Predict360 Reviews & Ratings
    18 Ratings
    Company Website
  • Intelex Reviews & Ratings
    193 Ratings
    Company Website
  • D&B Risk Analytics Reviews & Ratings
    81 Ratings
    Company Website
  • CompanyCam Reviews & Ratings
    5,585 Ratings
    Company Website
  • Process Street Reviews & Ratings
    1,119 Ratings
    Company Website
  • Macaw AMS Reviews & Ratings
    8 Ratings
    Company Website
  • RemotePeople Reviews & Ratings
    546 Ratings
    Company Website
  • Creatio Reviews & Ratings
    589 Ratings
    Company Website
  • CredentialingSpectrum Reviews & Ratings
    5 Ratings
    Company Website
  • STACK Reviews & Ratings
    1,496 Ratings
    Company Website

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 CertChase?

CertChase is an intuitive online platform specifically designed for general contractors and remodelers, enabling them to effectively manage subcontractor certificates of insurance (COIs) and trade licenses. Users can conveniently import subcontractor details through spreadsheet copy-pasting or by uploading CSV files, set deadlines for document submissions, and generate unique upload links for subcontractors, all without the need for those subcontractors to create an account. The platform utilizes advanced technology to extract critical data from uploaded PDF documents, identifies any missing, expired, or inadequate coverage papers, and sends automatic email reminders until all compliance standards are fulfilled. Moreover, a detailed status board offers a snapshot of subcontractors' compliance, highlighting those who are current, those with upcoming expirations, and those needing additional follow-up. With an option for a shareable view and a weekly summary, teams managing projects and operations can efficiently monitor all necessary documentation. This service is particularly ideal for teams that wish to handle vendor compliance in-house rather than outsourcing the review process, thus ensuring enhanced oversight and organizational efficiency. Furthermore, the platform’s user-friendly design allows for seamless collaboration among team members, making it an indispensable tool in the construction and remodeling industries.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Pricing Information

$4,500 per year
Both self-managed and fully-managed options are available

Pricing Information

Freemium — Free / $49 / $99
Free for up to 25 subcontractors. Pro is $49/month for up to 100 subcontractors or $490/year. Business is $99/month for up to 300 subcontractors or $990/year. Annual plans are priced at two months less than equivalent monthly billing.
Free Version

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Risk Toolbox Inc.

Company Location

United States

Company Website

docutrax.com

Company Facts

Organization Name

CertChase (gocertchase.com)

Company Location

United States

Company Website

gocertchase.com

Categories and Features

Business Process Management

Access Controls / Permissions
Business Process Automation
Business Rules Management

Commercial Real Estate

For Property Managers

Contract Management

Compliance Tracking
Electronic Signature

Contractor Management

Insurance Tracking

Categories and Features

Popular Alternatives

Popular Alternatives