COISafe

COISafe

Code Signal Software
CTrax

CTrax

JDi Data
COISafe CTrax

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COISafe:

About

COISafe is a web-based certificate of insurance (COI) tracking application for general contractors and teams responsible for subcontractor compliance. Users can add subcontractors, define insurance requirements, and collect certificates through uploads or email forwarding. The service reads submitted COIs and organizes coverage status, including current, expiring, and missing documentation. It flags requirements such as additional insured status and minimum coverage limits, helping teams identify certificates that need review and follow up with subcontractors for updated documents. A dashboard tracks certificate records and renewal dates. COISafe also integrates with Procore and QuickBooks Online to support vendor and insurance-status workflows. It provides a browser-based alternative to spreadsheet-based tracking for teams managing subcontractor insurance documentation.
CTrax:

About

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.
COISafe:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
CTrax:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
COISafe:

Audience

General contractors and staff who monitor subcontractor coverage, flag expired policies, and follow up for updated certificates.
CTrax:

Audience

Insurance
COISafe:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
CTrax:

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Not Supported
COISafe:

API

Offers API Not Supported
CTrax:

API

Offers API Not Supported
COISafe:

Screenshots and Videos

CTrax:

Screenshots and Videos

COISafe:

Pricing

$49/month
Starter is $49/month for up to 25 subcontractors and 3 active projects. Growth is $149/month for up to 100 subcontractors, and Pro is $249/month for up to 250 subcontractors. All plans include unlimited team members and have no setup fee. A 30-day free trial is available with no credit card required.
Free Version Not Supported
Free Trial Supported
CTrax:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
COISafe:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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CTrax:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
COISafe:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
CTrax:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
COISafe:

Company Information

Code Signal Software
Founded: 2026
United States
www.coisafe.com
CTrax:

Company Information

JDi Data
Founded: 1992
United States
jdictrax.com
COISafe:

Alternatives

CertChase

CertChase

CertChase (gocertchase.com)
CTrax:

Alternatives

COISafe:
CTrax:
COISafe:
CTrax:
DRC RS X

DRC RS X

Decision Research
COISafe:
CTrax:
Verity

Verity

VRC Insurance Systems
COISafe:
CTrax:
CertAdvisor

CertAdvisor

Recordables
COISafe:

Categories

CTrax:

Categories

CTrax:

Insurance Policy Features

Cancellation Tracking Supported
Claims Tracking Supported
Policy Generation Supported
Policy Issuance Supported
Policy Processing Supported
Quotes / Estimates Supported
Rating Engine Supported
Reinstatement Tracking Supported
Reinsurance Administration Supported
Renewal Management Supported
Underwriting Management Supported

Insurance Underwriting and Rating Features

Broker / Agent Portal Supported
Carrier Upload Supported
Commercial Lines Supported
Comparative Insurance Rating Not Supported
Customer Portal Supported
For Casualty Insurance Supported
For Health / Medical Insurance Not Supported
For Life Insurance Not Supported
For Personal Insurance Supported
Multi-State Supported
Multiple Line Rating Supported
COISafe:

Integrations

Procore Supported
QuickBooks Online Supported
CTrax:

Integrations

Procore Not Supported
QuickBooks Online Not Supported
COISafe:
Claim COISafe and update features and information
Claim COISafe and update features and information
CTrax:
Claim CTrax and update features and information
Claim CTrax and update features and information