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What is RenewalTracker?

RenewalTracker is a cloud-enabled software solution meticulously crafted to streamline the management of renewal processes, effectively bringing together oversight for various recurring elements such as licenses, permits, contracts, and certifications while providing customizable organization features tailored to specific business needs, such as categorization by location or department. By automating notifications via email according to timelines set by users, it guarantees that both internal staff and external parties receive timely reminders about impending renewals, thus significantly minimizing the likelihood of overlooked deadlines and the penalties that may accompany them. The platform emphasizes security through the implementation of role-based access controls, including advanced features like multi-factor authentication and single sign-on, while also allowing for efficient storage of attachments and centralized electronic file management. Additionally, it enables the creation of personalized email templates for clear and effective communication, ensuring that all parties are well-informed. Users can design custom forms and modify fields and statuses in accordance with their established workflows, benefiting from user-friendly renewal calendars and dashboards that foster proactive management and strategic planning. This holistic approach not only simplifies the renewal process but also significantly boosts organizational efficiency and improves accountability across the board. Ultimately, RenewalTracker serves as a crucial tool for businesses looking to enhance their operational processes and maintain compliance with regulatory requirements.

What is Atlas by Cornerstone?

Cornerstone's Atlas serves as an all-encompassing compliance solution tailored for financial services companies navigating regulations in various states, helping them effectively secure and oversee their licenses, surety bonds, state registrations, and other vital compliance paperwork. Instead of juggling a disorganized array of state portals, spreadsheets, and approaching deadlines, users enjoy the advantages of a centralized dashboard that outlines the status of all licenses, includes automated reminders for renewals to avoid lapses, provides secure storage for essential documents like certificates and filings, and offers real-time updates on pending applications. Each user is paired with an experienced licensing specialist who focuses on their specific account needs. Atlas efficiently simplifies the management of licenses, bonds, documentation, filing tasks, renewal schedules, deadlines, and other responsibilities, granting real-time visibility, seamless document access, thorough work history records, due-date alerts, and a complete overview of licensing coverage across multiple states. With this innovative platform, clients receive dedicated support from a licensing expert from the beginning of the application process through ongoing renewals and efforts for business growth, ensuring a hassle-free compliance journey while allowing them to focus on their core operations. This approach not only enhances efficiency but also aligns with the best practices in regulatory compliance management.

Media

Media

No images available

Integrations Supported

Chrome OS
Cisco Duo
Google Sheets
Microsoft Excel

Integrations Supported

Chrome OS
Cisco Duo
Google Sheets
Microsoft Excel

API Availability

Has API

API Availability

Has API

Pricing Information

$49 per month
Free Version
Free Trial Offered?

Pricing Information

Custom pricing
Free Version
Free Trial Offered?

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

RenewalTracker

Date Founded

2010

Company Location

United States

Company Website

www.renewaltracker.com

Company Facts

Organization Name

Cornerstone Licensing Services

Date Founded

1998

Company Location

United States

Company Website

cornerstonelicensing.com/atlas/

Categories and Features

Categories and Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

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