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What is Versatile Enterprise?

Our flagship product genuinely includes all the essential elements for proficient management. Perfectly designed for medium to large organizations, the Enterprise package supports multiple users and complex record systems. It also offers detailed options for user profile customization and security settings, making it a truly all-encompassing solution. Additionally, the adaptable Enterprise features a distinct Legal Edition (LE) specifically crafted for law firms, enhancing the organization and storage of electronic documents. Users can manage files across different storage locations effortlessly. With convenient functionalities such as drag-and-drop, copy-and-paste, and bulk import, navigating through electronic records feels intuitive, as it leverages familiar folder structures. You can implement retention policies on a folder basis, ensuring clarity in destruction processes. Moreover, it facilitates the storage and modification of documents while keeping a complete history of revisions intact. Whether files are in active use or archived for future access, the Versatile Enterprise guarantees that you can always locate them without hassle. This comprehensive capability makes it a dependable solution for managing documents throughout their entire lifecycle. With such robust features, organizations can significantly enhance their efficiency and compliance in document management.

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

Pricing not provided.
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

Zasio Enterprises

Date Founded

1987

Company Location

United States

Company Website

www.zasio.com/technology-solutions/records-management-software/versatile-enterprise/

Company Facts

Organization Name

Recordables

Date Founded

1992

Company Website

www.recordables.com

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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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