Audience

Insurance

About CTrax

Automate your work using proprietary OCR technology that will instantly read and populate your COIs in the system. Our certificate of insurance tracking software saves you and your workforce hours of manual entry. Don't let expired COIs slip through your fingers! Easily schedule renewal requests and generate emails that quickly communicate with necessary parties about their policy status.Keep all of your information at your fingertips! Conveniently view all critical COI data with our configurable, easy-to-use interface. Don't have time to be the middleman? Producers, Providers, and Vendors can upload Certificates of Insurance directly to CTrax and check the status of their COIs on file for on-the-spot verification. Organize projects with confidence! Effortlessly group COIs by project to conveniently manage and track vendors over time. The ideal solutions for clients who use vendors across multiple assignments.

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Integrations

No integrations listed.

Ratings/Reviews

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Company Information

JDi Data
Founded: 1992
United States
jdictrax.com

Videos and Screen Captures

CTrax Screenshot 1
CTrax Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
24/7 Live Support

CTrax Frequently Asked Questions

Q: What kinds of users and organization types does CTrax work with?
Q: What languages does CTrax support in their product?
Q: What kind of support options does CTrax offer?
Q: What type of training does CTrax provide?

CTrax Product Features

Insurance Policy

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

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Customer Portal
For Casualty Insurance
For Personal Insurance
Multi-State
Multiple Line Rating
Comparative Insurance Rating
For Health / Medical Insurance
For Life Insurance