CertAdvisor

CertAdvisor

Recordables
Shift Compliance Risk

Shift Compliance Risk

Shift Technology
+
+

Related Products

  • Predict360
    18 Ratings
    Visit Website
  • CredentialingSpectrum
    5 Ratings
    Visit Website
  • Macaw AMS
    5 Ratings
    Visit Website
  • Skillcast
    1,105 Ratings
    Visit Website
  • Process Street
    1,103 Ratings
    Visit Website
  • UptimeRobot
    747 Ratings
    Visit Website
  • CBT Nuggets
    483 Ratings
    Visit Website
  • DNSimple
    72 Ratings
    Visit Website
  • myACI
    470 Ratings
    Visit Website
  • ActiveBatch Workload Automation
    355 Ratings
    Visit Website

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

Shift Technology’s Compliance Risk solution helps insurers meet AML, KYC, and other regulatory obligations with AI-powered automation. By replacing manual checks with predictive AI, it accelerates sanction screening, UBO verification, and adverse media searches. The platform reduces false positives with advanced entity resolution and data cleansing, making compliance more accurate and efficient. With the ability to identify fraud networks and bad actors in real time, insurers can protect themselves from costly fines and reputational damage. Compliance teams also benefit from increased coverage while freeing staff from repetitive, time-intensive tasks. Trusted by over 115 insurers worldwide, Shift supports compliance officers, IT leaders, and investigation teams in managing financial crime risk effectively.

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

Shift Compliance Risk is built for insurers, compliance officers, and risk leaders who need AI-driven tools to streamline AML/KYC processes, reduce false positives, and ensure regulatory compliance at scale

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:

Review this Software

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

Shift Technology
Founded: 2013
France
www.shift-technology.com/products/compliance-risk

Alternatives

iFastrack

iFastrack

GG-One Software

Alternatives

A1 Tracker

A1 Tracker

A1 Enterprise
CTrax

CTrax

JDi Data
AML Wizard

AML Wizard

ComplyTech Global
Compliance Catalyst

Compliance Catalyst

Moody's Corporation

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

Integrations

No info available.

Integrations

No info available.
Claim CertAdvisor and update features and information
Claim CertAdvisor and update features and information
Claim Shift Compliance Risk and update features and information
Claim Shift Compliance Risk and update features and information