COISafeCode Signal Software
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CTraxJDi Data
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Related Products
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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.
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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.
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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
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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
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COISafe:
Audience
General contractors and staff who monitor subcontractor coverage, flag expired policies, and follow up for updated certificates.
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CTrax:
Audience
Insurance
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COISafe:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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CTrax:
Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Not Supported
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COISafe:
API
Offers API
Not Supported
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CTrax:
API
Offers API
Not Supported
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COISafe:
Screenshots and Videos |
CTrax:
Screenshots and Videos |
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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
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CTrax:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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COISafe:
Reviews/
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CTrax:
Reviews/
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COISafe:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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CTrax:
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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COISafe:
Company InformationCode Signal Software
Founded: 2026
United States
www.coisafe.com
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CTrax:
Company InformationJDi Data
Founded: 1992
United States
jdictrax.com
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COISafe:
Alternatives |
CTrax:
Alternatives |
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CTrax:
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CTrax:
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CTrax:
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COISafe:
Categories |
CTrax:
Categories |
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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
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CTrax:
Integrations
Procore
Not Supported
QuickBooks Online
Not Supported
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COISafe:
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CTrax:
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