DocutraxRisk Toolbox Inc.
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Related Products
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About
Our goal is to streamline your customer aquisition process and grow your bottom line. We own and generate our traffic from some of most powerful insurance domains available including SmartFinancial.com and UnitedStatesInsurance.com. Here’s how it works. We locate high intent insurance customers while they are shopping online. We then ask them to fill out a 35 question application including details about their current coverage and contact information. The consumer information is then screened and verified by LeadiD/Jornaya, xVerify, RealValidation, and our proprietary human screening process. Pre-qualified prospects are instantly delivered to your agency ready for a quote. We match insurance customers with the best conversion channel and forward collected application information to you via lead, call, or click.
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About
The Docutrax online system for tracking certificates of insurance and documents is designed to successfully address best-practices risk management objectives. The system facilitates much of the repetitive, time-consuming and error-prone processes for obtaining and tracking COIs and other documents. Docutrax has been consistently proven to obtain higher rates of insurance coverage compliance at lower expense while providing previously unavailable business process efficiencies. Its highly flexible interface adapts to any business organizational requirement. Customized vendor/broker notifications and pushed email alerts to designated personnel automatically communicate with all related parties. Our professionally licensed insurance and support personnel ensure informed customer service to our client, its insureds (tenants, vendors, suuppliers, contractors, franchisees, etc.) and their insurance agents.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies searching for a solution to power their insurance sales
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Audience
Any company at risk of liability from the actions of third-parties
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$4,500 per year
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationContactability
Founded: 2012
United States
www.contactability.com
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Company InformationRisk Toolbox Inc.
United States
docutrax.com
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Alternatives |
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Categories |
Categories |
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Lead Management Features
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
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Business Process Management Features
Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management
Commercial Real Estate Features
Brand Management
Cash Flow Analysis
Critical Date Alerts
CRM
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning
Contract Management Features
Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management
Contractor Management Features
Contractor Database
Insurance Tracking
License Tracking
Permit Tracking
Skills & Competencies
Task Management
Work Hour Tracking
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Integrations
No info available.
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Integrations
No info available.
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