CTraxJDi Data
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mPACSMandon Software
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Related Products
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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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About
mPACS by Mandon Software is a specialist insurance software solution purpose-built for insurance brokers, agencies, managing general agents (MGAs), and Lloyds coverholders. Robust, feature-rich, and flexible, mPACS provides a complete solution for managing quotations, policies, and claims. Available on-premises or in the cloud, mPACS offers a rich set of features for documenting, rating, quoting, renewing, claiming, marketing, interfacing, auditing, and more.
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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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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Audience
Insurance
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Audience
Purpose-built for insurance brokers, MGAs, agencies, and Lloyds coverholders.
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Not Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationJDi Data
Founded: 1992
United States
jdictrax.com
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Company InformationMandon Software
Founded: 1999
United Kingdom
www.mandon.co.uk
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Alternatives |
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Categories |
Categories |
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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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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
Not Supported
Renewal Management
Supported
Underwriting Management
Supported
Insurance Underwriting and Rating Features
Broker / Agent Portal
Not Supported
Carrier Upload
Not Supported
Commercial Lines
Supported
Comparative Insurance Rating
Supported
Customer Portal
Not Supported
For Casualty Insurance
Supported
For Health / Medical Insurance
Supported
For Life Insurance
Not Supported
For Personal Insurance
Supported
Multi-State
Supported
Multiple Line Rating
Supported
Insurance Agency Management Features
Claims Management
Supported
Commission Management
Supported
Contact Management
Not Supported
Document Management
Supported
Insurance Rating
Supported
Life & Health
Supported
Policy Management
Supported
Property & Casualty
Supported
Quote Management
Supported
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Integrations
Citywide Assets
Not Supported
Citywide Maintenance
Not Supported
Citywide Permitting
Not Supported
Sage Accounting
Not Supported
Xero
Not Supported
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Integrations
Citywide Assets
Supported
Citywide Maintenance
Supported
Citywide Permitting
Supported
Sage Accounting
Supported
Xero
Supported
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