CertAdvisor

CertAdvisor

Recordables
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+

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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

TeamCerts is a web-based training and certificate tracking tool for small businesses that need to keep employee credentials current without a dedicated HR team. Administrators can add staff individually or import an existing spreadsheet, define training and certificates required for each role, set validity periods, and record completion dates. TeamCerts calculates expiry dates and presents employee status in a color-coded matrix, identifying records that are current, approaching expiry, expired, or missing. It sends a scheduled Monday email reminder ahead of upcoming expirations. The product is for tracking and reminders rather than delivering training: it does not provide courses or quizzes to create. Owners, office managers, operations managers, and safety leads can use it to maintain a shared view of required credentials and follow up when staff records need attention.

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

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

Audience

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

Audience

Owners, office managers, operations managers and safety leads at 10–100 person companies without HR, whose staff hold certificates that expire.

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

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

Pricing

No information available.
Free Version Supported
Free Trial Not Supported

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 Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

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

Company Information

Recordables
Founded: 1992
www.recordables.com

Company Information

TeamCerts
Founded: 2026
China
teamcerts.com

Alternatives

A1 Tracker

A1 Tracker

A1 Enterprise

Alternatives

Expiration Reminder

Expiration Reminder

SkyXoft Technologies
CertChase

CertChase

CertChase (gocertchase.com)
iFastrack

iFastrack

GG-One Software

Categories

Categories

Insurance Policy Features

Cancellation Tracking Not Supported
Claims Tracking Supported
Policy Generation Not Supported
Policy Issuance Not Supported
Policy Processing Supported
Quotes / Estimates Not Supported
Rating Engine Not Supported
Reinstatement Tracking Not Supported
Reinsurance Administration Not Supported
Renewal Management Not Supported
Underwriting Management Not Supported

Integrations

No info available.

Integrations

No info available.
Claim CertAdvisor and update features and information
Claim CertAdvisor and update features and information
Claim TeamCerts and update features and information
Claim TeamCerts and update features and information