Audience
Insurance
About CTrax
Automate your work using proprietary OCR technology that will instantly read and populate your COIs in the system. Our certificate of insurance tracking software saves you and your workforce hours of manual entry. Don't let expired COIs slip through your fingers! Easily schedule renewal requests and generate emails that quickly communicate with necessary parties about their policy status.Keep all of your information at your fingertips! Conveniently view all critical COI data with our configurable, easy-to-use interface. Don't have time to be the middleman? Producers, Providers, and Vendors can upload Certificates of Insurance directly to CTrax and check the status of their COIs on file for on-the-spot verification. Organize projects with confidence! Effortlessly group COIs by project to conveniently manage and track vendors over time. The ideal solutions for clients who use vendors across multiple assignments.
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Integrations
No integrations listed.
Company Information
JDi Data
Founded: 1992
United States
jdictrax.com
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
24/7 Live Support
CTrax Product 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
Insurance Underwriting and Rating
Broker / Agent Portal
Carrier Upload
Commercial Lines
Customer Portal
For Casualty Insurance
For Personal Insurance
Multi-State
Multiple Line Rating
Comparative Insurance Rating
For Health / Medical Insurance
For Life Insurance
