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

TradeGuard is a subcontractor compliance tracking platform built for general contractors and property managers. The software helps teams manage certificates of insurance, licenses, W-9s, OSHA cards, lien waivers, bonds, and more than 30 other document types. TradeGuard automatically tracks expiration dates and sends alerts before important documents lapse. Its smart document extraction reads COI PDFs and captures details such as insurer names, policy numbers, coverage limits, and expiration dates. The platform also includes gap analysis, state-specific compliance requirements, fraud detection, broker verification, QuickBooks integration, and project compliance locks. TradeGuard helps contractors reduce risk, avoid manual spreadsheet tracking, and maintain better visibility across their subcontractor roster.

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

TradeGuard is designed for general contractors, property managers, construction firms, compliance teams, and project managers that need to track subcontractor insurance, licenses, safety documents, and jobsite compliance requirements

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

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

$150/month
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

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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

TradeGuard
Founded: 2026
United States
trade-guard.pro

Alternatives

iFastrack

iFastrack

GG-One Software

Alternatives

A1 Tracker

A1 Tracker

A1 Enterprise
CTrax

CTrax

JDi Data

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
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