CertAdvisor

CertAdvisor

Recordables
+
+

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About

For nearly three decades, Recordables has been providing software to a wide array of employers to automate their claims filing, tracking and reporting. Managing compliance of incoming Certificates of Insurance is made easy with CertAdvisor from Recordables. Our software stores insurance certificates electronically, reports any deficiencies, and notifies your vendors of their deficiency with automated emails and/or letters. Managing thousands of certificates is no longer the cumbersome and arduous task it used to be. Reminders for certificates nearing expiration, track multiple insurance types, unlimited vendor levels (different requirements for each vendor type), track limits of liability compliance, automation of form letters and/or emails, notify internal departments of vendor deficiencies, vendor notification log, electronically store certificates and other documents, notes with spell check feature, multiple standard reports.

About

Rapidly find what you need to prepare for, support, or close a deal. Connect your business to all your vendors’ portal content and services through a single sign-on, customizable dashboard. Vendor Connect adapts to your business, presenting and connecting you to all your vendor’s offerings and support tools within the context of your services and solutions. Align your content to how you sell. Using tags, see your own branded content and collateral within the context of your solutions and services – alongside that of all your vendors. All your Vendor certifications in a single place. Keep track of what you have, get notified about expiring and new certifications and follow a roadmap to achieve the next certification level. Maximize your channel. Quickly find your approved co-selling or service delivery partners or take advantage of hundreds of channel-proven partners in the Channel Rocket marketplace.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Cloud-based certificate management tool that helps with tracking compliance, measuring liability and data export for companies

Audience

Companies that need a channel management solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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:

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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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Recordables
Founded: 1992
www.recordables.com

Company Information

Channel Rocket
Founded: 2014
United States
www.channelrocket.com

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Access Mobility 24

Categories

Categories

Insurance Policy Features

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

Channel Management Features

Campaign Management
Channel Analytics
Incentive Management
Inventory Control
Lead Management
Opportunity Management
Order Management
Partner Management
Product Management
Reseller Management

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Integrations

No info available.

Integrations

No info available.
Claim CertAdvisor and update features and information
Claim CertAdvisor and update features and information
Claim Channel Rocket and update features and information
Claim Channel Rocket and update features and information