Alternatives to CertAdvisor
Compare CertAdvisor alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to CertAdvisor in 2026. Compare features, ratings, user reviews, pricing, and more from CertAdvisor competitors and alternatives in order to make an informed decision for your business.
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1
Predict360
360factors
Predict360 is an integrated risk and compliance management software platform for financial and insurance organizations. It integrates risk and compliance processes and industry best practices content into a single platform that streamlines regulatory compliance, improves efficiency, predicts risk, and provides best-in-class business intelligence reporting. Predict360 includes the following Risk Management applications: Enterprise Risk Management (ERM), Risk Management and Assessments, Risk Insights, Issues Management, Peer Insights, Third-Party Risk Management, and Quarterly Certifications and Attestations. Compliance applications are: Compliance Management, Compliance Monitoring & Testing, Complaints Management, Regulatory Change Management, Regulatory Examination and Findings Management, Policy & Procedure Management, and more. 360factors also offers Lumify360 - a KPI and KRI predictive analytics platform that enriches data, predicts performance, and works alongside any GRC. -
2
SmartCompliance
SmartCompliance
Insurance tracking and compliance management solutions. Self-service & full-service solutions that automate certificate of insurance or proof of insurance renewals, eliminate manual data entry, & help ensure compliance. COI tracking software and services that manage the time-consuming process of collecting certificates of insurance, sending renewal requests and confirming third-party compliance. Proof of insurance tracking software and services that help property managers easily track tenant policies to ensure coverage & compliance with renter’s insurance requirements. Certificate issuance solution and services that relieve the burden of creating, delivering, storing and managing certificates of insurance. Experience for yourself why SmartCompliance is the most trusted provider for certificate of insurance or proof of insurance tracking, issuance, and compliance management. -
3
InsureCert
InsureCert Systems
InsureCert is a cloud-based insurance policy system that is suitable for insurers, managing general agents, and brokers. InsureCert features a centralized system from which users are able to create online stores and manage quotes, collect payments, and issue property & casualty policies. With InsureCert, users are able to build white labeled websites with custom landing pages. InsureCert features a multi-rater and pricing engine, which allows users to create quotes and send invoices to customers seamlessly. -
4
iFastrack
GG-One Software
Web based, access from any of your computers with an internet connection. Custom Insurance Requirements. Override individual policy, limit or additional term requirements. Report Scheduler. Track multiple COI's per vendor/sub contractor. Assign COI's to a location or property. New integrated Email Processing and Tracking System (Cloud Only). Manage Expired and About to Expire Certificates from the Certificates Dashboard. View your certificate statuses graphically from the Statistics Dashboard. Manage multiple entities, certificate holders, divisions, centers or properties separately. Import vendor and insurance data. PDF letter history. Customizable letter templates. Import carrier rating data. Validate carrier minimums. Export to multiple formats. Automated printing or emailing of non-compliance letters. Extensive search and reporting capabilities. Integrated video training.Starting Price: $499 per year -
5
A1 Tracker
A1 Enterprise
A1 Tracker is presented by the vendor as a robust & configurable risk management software offering either stand-alone or fully-integrated risk management software covering many business segments across an organization. Claims & Incident Management Claims & incident reporting for claims of any type: injuries, medical, commercial, customer, insurance, work comp, asset, auto, liability. Risk Management & Threat Assessment: Risk register for tracking risks at any level in an organization, including by entity, project, asset, contract, vendor, division, business, unit, region, and more. Real-time risk reports & heat maps, dashboard metrics, alerts, & notifications. Contract Management: Contract module for tracking contracts of any type with vendors, employees, customers, and any other parties. Insurance Policies & Certificates: Policies & certificates of insurance tracking with reminders & renewals. For agencies & carriers policy management includes tracking clients.Starting Price: $800/month -
6
CTrax
JDi Data
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. -
7
Pins Advantage
Pins Advantage
Avoid potential project delays, fines, and legal repercussions from coverage gaps. Automatically notify insureds of renewals and easily work with agents on COI submissions. Reduce the time spent dealing with insurance coverage, compliance, and broker submissions. Use templates to standardize workflows and apply requirements to all insureds on a single project. Avoid penalties and administrative overhead by optimizing team workflows and increasing efficiency. Have confidence that all your contractors and vendors are compliant and up-to-date on their insurance policies. With PINS you can know that insurance coverage is taken care of across your business so you can focus on what matters. Standardize and automate insurance submissions based on your preferences. We use machine learning-enabled OCR to make the certificate flow as quick and easy as possible. PINS checks for submission compliance against the requirements. -
8
CertFocus
CertFocus
A fully domestic certificate of insurance tracking solution that is flexible, proven and scalable, delivering the industry’s highest compliance levels of over 90%. We earn your business every day with the highest compliance, improved economies and best-in-class service. That is why CertFocus does not require any long-term agreements. Simple, easy and quick implementation lets our clients choose either our self-service or full-service model. Group reports and dashboards by region or function and aggregate them into full corporate reporting. Other certificates of insurance tracking solutions merely diagnoses or track compliance. Our innovative service, supported by credentialed insurance professionals, cures the issues, directly increasing COI compliance. -
9
Jones
Jones
Collect, verify, and approve COIs and other insurance documents with ease. Reduce risk, ancillary costs, and revenue loss by simplifying risk management for every transaction. Vet, prequalify, and get your subcontractor COIs compliant faster. Jones helps property management and construction companies to reduce insurance risk across every property, project, and application. Track and manage COIs and insurance docs in real-time. End-to-end process management and aggregated analytics. Access tens of thousands of pre-populated insurance certificates, documents, and contacts so you can improve compliance and manage vendor procurement in a smarter, faster way. Look up vendors’ predicted compliance status before hiring them. Share vendor insurance data between your properties and end redundant tasks. Tap into existing vendor data instead of collecting every COI from scratch. Extract requirements directly from contracts and easily create new requirements in minutes. -
10
bcs
bcs
Track COIs effortlessly with our top-rated software, trusted by the top companies in the world. Upload a COI to automatically scan and review the document. The bcs extractor scans the COI and shows color-coded results and deficiencies in real-time. When vendors or agents submit COIs they see this live, color-coded feedback so they can fix any discrepancies before the document is sent to you. Manage compliance and streamline vendor onboarding processes with ease. COI tracking is essential but vendor compliance encompasses so much more. bcs is here to help with the whole process. Instantly find pre-qualified vendors in your area with our powerful search feature. View their profile, and see reviews from industry peers. The most sophisticated contract, lease, or loan agreements won’t protect your organization without compliant insurance. Stop hunting down COIs with bcs’s certificate of insurance tracking software.Starting Price: $0.50 per month -
11
TrustLayer
TrustLayer
Avoid claims and lawsuits that can cost your business millions. We make time-consuming manual tasks a thing of the past. TrustLayer helps you automate the management and verification of certificates of insurance with AI & machine learning technology. Our technology enables you to verify coverages, check exclusions, get insight into insurance validity in real-time, and much more than conventional tracking tools. Real-time proof of insurance for frictionless onboarding. Easily request, verify, and track vendor insurance coverage. Offer customers live, verifiable proof of insurance. Reduce repetitive tasks that are error prone and time-consuming. Easily request and verify proof of insurance from your business partners. Verify insurance coverage and other compliance documents in real-time. Create new compliance goals for any information you want to verify. -
12
myCOI
myCOI
Ask your CFO or risk manager just how much claims and lawsuits can cost your business. If you are collecting certificates just to confirm they were received, you have no guarantee that your requirements are being met. myCOI Central is built on a foundation of insurance industry logic to ensure you remain protected with the appropriate coverage. There’s no more need to worry about stacks of certificates cluttering up your office or hours of frustrating phone calls and emails to chase down certificates. myCOI Central provides your company with a solution to automate your insurance certificate requests, collection, and compliance resolution, while also giving your team a single, centralized repository to view compliance. Win business and boost retention by providing agency-branded, industry-leading insurance tracking software to your insureds. Offer software only or add on your own compliance review services. -
13
TrackMyVendor
TrackMyVendor
TrackMyVendor is a cloud-based vendor compliance management platform designed to help small to mid-sized organizations streamline how they track contractor documentation and regulatory compliance. With an intuitive interface and automated alerts, TrackMyVendor replaces spreadsheets and manual email follow-ups for license verification, insurance certificate (COI) tracking, W-9 collection, and document expiration monitoring. Key features include: Centralized compliance repository for vendor documents Automated expiry alerts for licenses and insurance certificates Customizable compliance checklists Role-based access for compliance officers and operations teams Exportable reports for audits and board reviews Integrations with email and calendar reminders TrackMyVendor is ideal for HOAs, property management companies, construction firms, facilities managers, and small procurement teams that need an affordable, easy-to-deploy solution without complex ERP integration.Starting Price: $39/month -
14
RiskPartner
RiskPartner
A powerful, yet easy-to-use, web-based software solution that manages the tracking of incoming certificates of insurance. It offers a centralized view of incoming certificates, compliance, and risk reporting for vendors, suppliers, tenants, subcontractors, franchisees, and carriers. Effortlessly manage your certificates of insurance with our user-friendly web-based solution, ensuring a comprehensive approach that not only saves time and money but also streamlines the entire insurance management process. Empower your team with our user-friendly solution, providing a self-service platform that allows easy and efficient control over your COI processes. Employ our advanced rules-based automation engine for easier communication with your vendors, suppliers, tenants, subcontractors, and franchisees. The solution provides access to a central repository for certificates, requirements, vendors, and other relevant information along with real-time access to critical compliance data. -
15
xTrak
usCalibration
A one-stop shop. You won’t need to utilize several calibration vendors. Calibration, Repair, and New Equipment Sales to manage asset life cycle. Most onsite calibration capabilities in Southern California. Nobody beats us. Certificates are created by technicians on the spot. No waiting for certificates. Expert, quality service in the calibration of all major equipment types. Focus on Customer Service: You will always get quick responses from us. Weekly pick up delivery is offered for Southern California. Use our Cloud Calibration Management xTrak on a tablet or PC. 6 consecutive years of zero deficiencies in A2LA ISO Audits. Serving Aerospace, Medical, Automotive, Electronic, Energy sectors since 1997. xTrak® is a cloud-based calibration management system. Calibration records and statuses are automatically updated after each service. Reduce the time needed to manage calibration so that you can focus on your core business. -
16
C2COI
C2COI
C2COI is a user-friendly, cloud-based certificate of insurance management and tracking system. Manage your COIs confidently and help ensure insurance coverage continuity among professionals. Our dashboard allows you to view all of your business partners' important COI information at a glance. Search for all your partner policies either by date or policy type and access a list of all partner certificates and expiration dates. Remain audit-ready at all times. C2COI tracks all of your partners' policies and will notify you and your business partners when policies are coming up on their expiration date. C2COI manages and tracks certificates of insurance across multiple industries; from contractors to property managers, insurance agents, and risk compliance managers. Automating certificate of insurance tracking saves time and money. Staff and management time and cost savings especially during annual policy audits. -
17
Synergy2
Eurobase International
Synergy2 is a scalable web-based solution that incorporates an InsurTech ecosystem to manage the full lifecycle of your (re)insurance operations. The platform covers everything from client management, underwriting, claims, accounting, reporting and (retro)ceding, ensuring your business is optimally streamlined for efficiency. Arrange a call with the Synergy2 team, come and meet us, discuss your issues and thoughts. Let's get our teams together and look at how we can help overcome your challenges and identify the highest risk vs the quickest wins. We’ll work with you and any of your chosen 3rd parties to improve your performance and regain control using our cloud-based platform. -
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COI Pro
COI Pro
COI Pro is a leading provider of certificate of insurance tracking software that streamlines the process of collecting, verifying, and managing COIs. COI Pro is a leading provider of COI tracking software that streamlines the process of collecting, verifying, and managing certificates of insurance. Organizations rely on COI Pro to effectively mitigate risk across their supply chain, while reducing the administrative burden of document management. COI Pro works with small businesses, mid-size organizations, and large corporations that utilize suppliers, contractors or vendors to run their business. Streamline your insurance certificate tracking with efficient software solutions. COI Pro will migrate all your documents within 72 hours after an agreement is completed. For new certs, we offer user-friendly upload capabilities, including easy-to-use templates. Unique COI requirements can be set up and managed at the division or business unit level. -
19
Constrafor
Constrafor
Streamline your back-office tasks with our industry leading cloud-based solutions. Our intuitive and integrated platform automates contract administration, COI compliance, procurement, invoicing, and more. Streamline and automate insurance compliance with our industry-leading COI management platform. Our cloud-based solutions take the hassle out of risk management, so you can be confident in your protection. COI compliance has never been easier. Streamline both client and subcontractor contracts. Keep your documents in one place, accessible anywhere. Easily log change orders, simplify tracking changes, and automate the signature process. We use state-of-the-art Machine Learning and AI algorithms to parse through insurance documents so you can say goodbye to manual entry. Take advantage of automated communications with subcontractors, so you never have to deal with long email chains again. Plus, we will automatically notify you when insurance documents are set to expire.Starting Price: $15 -
20
Insurital
Insurital
Our user friendly platform is designed to make it easy to learn for all users. Security features allow you to designate which staff can view accounts. Insurital's commercial management system allows you to create customized applications and coverage packages to fit any line of business. Our professional documentation system follows an industry-standard format that will improve your relationships with underwriters and insureds alike. Insurital's consistent documentation reduces the chance of staff errors. Our software allows you to offer insured's optional limits and coverages to your insureds to reduce your brokerage's E&O exposure. Generate 8 different types of Documents in a few clicks. Applications and Submissions. Proposals and Certificates. Insurance Confirmation and Policy Declaration. Loss Notice and Statement of Values.Starting Price: $249.00/month -
21
Channel Rocket
Channel Rocket
Rapidly find what you need to prepare for, support, or close a deal. Connect your business to all your vendors’ portal content and services through a single sign-on, customizable dashboard. Vendor Connect adapts to your business, presenting and connecting you to all your vendor’s offerings and support tools within the context of your services and solutions. Align your content to how you sell. Using tags, see your own branded content and collateral within the context of your solutions and services – alongside that of all your vendors. All your Vendor certifications in a single place. Keep track of what you have, get notified about expiring and new certifications and follow a roadmap to achieve the next certification level. Maximize your channel. Quickly find your approved co-selling or service delivery partners or take advantage of hundreds of channel-proven partners in the Channel Rocket marketplace. -
22
BindHQ
BindHQ
BindHQ’s lightning-fast, modern agency operating system enables technology-driven MGAs, MGUs & Wholesalers to bind more business, expand their profit margins and become more valuable companies. BindHQ’s continuously improving, cloud-based platform reduces your total cost of ownership; no hardware or servers to maintain, reduced upfront capital expenditures, and once you’re live, product upgrades are continuous, automatic, and free. BindHQ’s integrated, multiple line of business comparative rater instantly inputs, rates and compares risks across your binding authority markets, giving your producers much more time to underwrite and write better business for your carrier partners. BindHQ’s open API seamlessly integrates with best-in-breed third party suppliers, whether that be third party risk data providers, business intelligence tools, electronic payments and premium finance companies, or compliance tools making frictionless transacting a reality.Starting Price: $300 / User / Month -
23
Mandarin
BaySoft Software
Mandarin allows you to develop an efficient and comprehensive vendor management process helping you to record and maintain critical vendor data. In addition to general contact information Mandarin, captures information on insurance cover, financial capability, accreditations, and safety, health and environmental data and expiries thereof. Vendors will usually register their details through your website using an online registration form. This can also be done manually by entering the minimal amount of data into your system. Once you have approving a Vendor web-registration the vendor is added into your database and a Pre-Qualification Questionnaire (PQQ) is sent out to them via an email link. It is important to keep your Vendor register up to date therefore Mandarin routinely checks that compliance is maintained by checking that your Vendor insurance cover is current, certifications and accreditations are in date and that the PQQ's are updated at a period determined by you. -
24
OurRecords Compliance Network
OurRecords
OurRecords offers a secure, cloud-based credential and document management solution for businesses in the food, mortgage, and healthcare industries. With OurRecords, companies can take advantage of a centralized platform for storing, managing, and enabling access to verified credentials and records. Top features include supplier/vendor management, workforce prerequisite program, proactive alerts/notifications, document distribution, centralized documentation, and automated reports. Automate the distribution of required organizational and product compliance documents to your customers, auditors, and state regulators. Centralized Location for all your Standard Operating Procedures, Policies, Quality Programs, Certifications, Production Specifications, and other compliance documents. Automated alerts proactively notify suppliers, vendors, contractors, and staff of current and pending non-compliance issues that require attention. -
25
Docutrax
Risk Toolbox Inc.
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.Starting Price: $4,500 per year -
26
SymLiv
SymLiv
SymLiv is a comprehensive access control and community livability platform that unifies visitor management, resident tools, vendor registration, vacation rental guest control, amenity access, and security operations in one secure system designed for associations, gated communities, and property managers. It centralizes and automates gate access with real-time guard tools, license plate recognition, and ID scanning, eliminating manual logs and streamlining entry processing. Residents can manage guest and contractor access, issue digital passes, receive alerts, view access history, and book amenities from mobile devices, while rental hosts can generate reservation-based guest passes with QR or LPR entry that expire automatically and include guest orientation content. Vendor management lets communities schedule and track vendor visits, issue digital passes, maintain vendor directories, and enforce compliance by tracking insurance and certifications. -
27
CertKit
CertKit
CertKit automates SSL certificate lifecycle management for DevOps teams and system administrators. Monitor expiration dates, auto-renew certificates, and deploy across multiple servers from a single dashboard. Key Features: - Real-time certificate monitoring and alerts - Automated renewal before expiration - Multi-server deployment automation - Support for Let's Encrypt and commercial CAs - Centralized certificate inventory Built for the upcoming 47-day certificate mandate, CertKit eliminates manual certificate management overhead. No more expired certificates causing outages. No more spreadsheet tracking. Just reliable, automated SSL management that scales with your infrastructure. Perfect for organizations managing multiple domains, load balancers, or distributed systems. Self-hosted or cloud options available. Simple, practical automation for a critical security requirement. Because certificate management shouldn't require a dedicated team.Starting Price: $0 -
28
PremiumWare
Premium Ware
PremiumWare, the nation's leading automated enterprise premium audit software solution for the Property & Casualty Insurance industry providing premium audit management, premium audit tracking and risk management with an array of pre-programmed premium audit reporting capabilities as well as auto-populating appointment and form letter features for additional overall increases of efficiency for your office and field personnel. As a complete, turnkey and SOX - Sarbanes Oxley compliant system, PremiumWare provides full implementation and integration, including continuing maintenance and support, in collaboration with our customer's internal support staff. This comprehensive, mission-critical, application completely automates all aspects of the premium audit business unit as well as provides local or remote support across LAN, WAN or Internet connections, for Underwriting, Claims, Loss Control, Agents and the Insured Risks. -
29
SimpleCert
SimpleCert
SimpleCert® is a complete and easy to use Certificate Management System. Build personalized certificate and email templates by adding your own images and text. Upload your list of names and other data that is unique to each certificate and email. Send emails to your recipients with links to download their certificates. Track email delivery and store certificates. SimpleCert® provides all these abilities in a single, efficient online tool. It’s that simple! Upload a recipient list and match the data to your Certificate Template, and instantly send your certificates via a customized email. SimpleCert® automatically stores every certificate you distribute. View who has accessed their certificates, and even re-send individual certificates as needed.Starting Price: $19 per month -
30
Expiration Reminder
SkyXoft Technologies
Discover the document expiration date tracking software that modern teams use to send automatic notifications, track status, scan documents and do compliance checks. Works for employee certifications, certificates of insurance, contracts, licenses, agreements and more. Expiration dates, reminders and replies are all tracked automatically. Spend less time following up and more time adding value to the business. Never open spreadsheet after spreadsheet to find what's expired. Stop sending emails and let others come back to you with the updated information. Expiration Reminder will contact the right people and notify them about an upcoming renewal keeping everyone on the same page. When you login to Expiration Reminder you'll have a single view of what's current and expired and who has replied to reminders. The preferred tool for tracking expiration dates. Highly rated by customers all over the world.Starting Price: $49 per month -
31
CertCobra
CertCobra
Prevent downtime on any of your websites by getting automated alerts when your SSL certificates are about to expire. With CertCobra's proactive SSL certificate management, you can sit back and relax without having to manually track your SSL certificate expiration dates. Get reminders on time when your SSL is about to expire thanks to smart email notifications, and avoid any issues with your website(s).Starting Price: Free -
32
PRiSM
PRiSM
PRiSM is a secure, web-based portal that tracks your organization's contract spending while producing your corporate, federal, state, and local program reports. PRiSM’s flexible configuration facilitates both private, federal, and custom diversity program management. Achieve total supplier management with web-based central supplier registration, pre-qualification, and diverse business certifications (SBE, MBE, WBE, DBE, DVBE, LGBT, and more). Leverage searchable vendor directories to expand strategic sourcing capabilities and manage certification and insurance expirations. With PRiSM, forecast the employment utilization, and measure the hires by ethnicity and gender, while auditing certified payroll for prevailing wage compliance. Set employment goals and evaluate outcomes against hiring trends and census data. Manage your organization's expenditures, including payments and credit card transactions. Analyze spending with diverse suppliers, and verify direct and lower-tier payments.Starting Price: $6,995 one-time payment -
33
Sircon
Vertafore
Sircon helps you save money, reduce compliance risk, and accelerate time-to-revenue by getting and keeping agents / advisors authorized to sell. Insurance is all about relationships, and compliance is no exception. Sircon connects all of the compliance stakeholders together so that everyone knows who is authorized to sell. Insurance is all about relationships, and compliance is no exception. Sircon connects all of the compliance stakeholders together so that everyone knows who is authorized to sell. You don't have time to worry about your insurance licenses. Sircon makes it quick and easy to apply for and renew your licenses in all 50 states. With a premium Sircon account, you can view your up-to-date license information and get automatic email reminders so your licenses never expire.Starting Price: $2.50 per month -
34
Openkoda
Openkoda
Openkoda is an application development platform purpose‑built for the needs of the insurance sector. It lets carriers, insurtech, MGAs, insurtech start‑ups and service vendors stand up full‑featured web apps, APIs and internal tools in a fraction of the time traditional development requires - while still giving the team full ownership of the source code. The platform is built upon an open‑source stack which guarantees freedom from vendor lock‑in. A modular architecture with pre‑built templates accelerates common insurance flows - policy issuance, claims, endorsements, renewals, yet everything runs in containerised environments that scale horizontally and charge no per‑user fees. Openkoda ships with domain‑specific accelerators: an AI‑ready policy‑administration core, claims workbenches, embedded‑insurance checkout components, and underwriter dashboards that can pull external risk data or trigger machine‑learning models.Starting Price: $4000/month -
35
WrapPortal
Injala
WrapPortal® is the complete, automated wrap-up solution that significantly increases your productivity while reducing costs. Plus WrapPortal is entirely customizable, secure, and scalable, with easy-to-use interfaces for administrators, contractors, carriers and executives. Perhaps most importantly, WrapPortal removes potential-limiting software obstacles so you can focus on maximizing your core business rather than trying to make one-size-fits-all-software work for your unique business. With WrapPortal wrap-up insurance software, you’ll be light-years ahead. Once a project is initiated, WrapPortal wrap-up insurance software automates enrollment, payroll, certificates, renewals, reports, and communication, increasing efficiency, project capacity, and your wrap capabilities. Plus, WrapPortal’s ICR (intelligent character recognition) scans documents and automatically populates data fields, virtually eliminating manual paperwork and data entry. It’s so easy, you won’t even break a sweat. -
36
PolicyFlow
PolicyFlow
Specialist insurance broking management software. Designed by insurance brokers, built by software engineers. Complete insurance policy administration software solution. Customer relationship management (CRM). Administer commercial and personal clients with multiple addresses and contact details. Track communication and drive marketing. Manage and track the status of multiple quotes and policies. Record detailed risk information. Automate quote requests from underwriters. Record, administer and report on insurance claims. Produce custom financial reports. Enforce FCA compliant documentation. Clear visibility of client data with quick access to further detail. Ability to view multiple clients at a time. Visualize your client's location and plot geographic data such as flood and subsidence. Easy access to client information supports efficient customer service. Document processing and storage. Integrated workflow tasks, events and notes.Starting Price: $70 per user per month -
37
TrackSurePro
TrackSurePro
Maintaining compliance and managing risks can be challenging without the right tools. Enter TrackSurePro’s innovative COI tracking software, your ultimate certificate of insurance tracking solution. Our cutting-edge solution transforms the complex task of COI management into a streamlined, worry-free process. COI tracking, or certificate of insurance tracking, involves managing and monitoring certificates of insurance to ensure they are up-to-date and compliant with your business requirements. In today’s complex business environment, effective COI tracking is not just a best practice—it’s a necessity. By implementing a robust COI tracking system, you safeguard your business against potential liabilities, ensure regulatory compliance, and streamline your operations for greater efficiency and peace of mind. By implementing an effective COI tracking system, businesses can mitigate risks, ensuring they stay protected, compliant, and operationally efficient. -
38
WalkThru
Digital Fractal Technologies
Ditch the outdated excel sheets! We will help you keep track of your project deficiencies from the office to the job site. Just create it, assign it and forget about it. We will notify you when it is overdue or when it gets submitted as complete. Take photos, annotate, assign them, run reports and more. Create your free account now.Starting Price: $10 per user month -
39
Ryde Central
Traumasoft
Ryde Central is a platform that makes patient transports EXTREMELY easy. It is a platform built for brokerages, insurance companies, hospitals and nursing homes to schedule patient transports in less than 60 seconds because the whole process is automated. Instead of making calls, your staff logs into Ryde Central and fills out a short questionnaire about the patient and transport needs. Then, Ryde Central immediately notifies all your transport providers about the request via text and email. The request is accepted based on first-come, first-serve. Afterwards, Ryde Central uses your answers to the questionnaire to complete a Medical Necessity/Physician Certification Form and sends it electronically to the provider. Meanwhile, Real-time status updates are sent to all parties involved, including the patient and the patient’s family members, via email and/or text. -
40
Agenzee
Agenzee
Agenzee is a cloud-based insurance licensing, appointment, and compliance management platform designed to automate and simplify the complex regulatory processes faced by insurance organizations and individual producers in the United States by providing a unified dashboard, real-time tracking, and intelligent alerts for license renewals and carrier appointments so teams never miss deadlines or fall out of compliance. It centralizes workflows that traditionally rely on spreadsheets or disparate tools, offering automated license applications and renewals, direct integration with the National Insurance Producer Registry (NIPR) for daily synchronization of data accuracy, and the ability for carriers to submit new or termination appointment requests directly through the system. Agenzee enhances visibility with interactive dashboards and customizable widgets that provide insights into compliance status, open tasks, and regulatory actions.Starting Price: $20 per month -
41
Compliance Safety Manager (CSM)
Craig Safety Technologies
Suitable for fleets of any size, CSM can track all of your DOT requirements and send dashboard and email alerts to help maintain your assets as well as store driver photos, certifications, license copies, and more. No more dealing with multiple vendors or clunky processes of ordering, scanning, and uploading documents from third party vendors. Compliance Safety Manager, our online fleet management software, is your solution for day-to-day administrative tasks and making sure your records, documents and filing are DOT compliant. Seamless, paperless and easy to use, Compliance Safety Manager provides peace of mind so you can take care of business. Fully customizable and developed for all types of industries, Compliance Safety Manager offers affordable monthly rates and does not require a contract. Call today to find out about our discount advantages offered with annual subscriptions.Starting Price: $6 per user per month -
42
EasyCert
Tysoft Software
EasyCert is used to print BS 7671 BS 5839, and BS 5266 certificates onto plain or company-headed paper. The EasyCert electrical software is very simple and easy to use and is the ideal choice for engineers producing an electrical certification. It takes the time and effort out of writing certificates by hand, and lets the EasyCert electrical software produce professional-looking certificates with ease. The complete range of electrical certificates, fire alarm certificates, and emergency lighting certificates can be used and printed along with your company logo, a registered organization logo, and even an electronic signature if required. Simply select the required certificate from within EasyCert and enter all the required information page by page, and click print. A company logo can be set up within the software that can be printed onto all certificates as can be seen in the preview picture below. -
43
TrackSSL
TrackSSL
Track your certificates. Get notified when they change or are about to expire. Keep your team alerted and monitor errors before your users do. Add your certificates through the web interface and you'll receive email notifications when there are problems such as a pending expiry, or a misconfigured host. It's a simple service to implement your ssl certificate monitoring. Ensure that infrastructure changes aren't changing your certificates under your nose. Get a notification when certificate information is updated. You decide what types of notifications you want and when. Integrate with Slack and get your notifications straight into your #devops channel. Your HTTPS connection is an extremely important part of your website but it's very rarely monitored. By adding an expiry tracker service to your website you'll add another layer of protection to ensure that you and your team are notified when there's an impending SSL expiration.Starting Price: $25 per year -
44
Terra
Terra
Antiquated on-premise systems are a liability. Streamline your claims operations and improve efficiency with Terra's Automation, Integration, and Intelligence. Terra's products include Claims Management, Policy Management, Benchmark, and an Ancillary Services Marketplace. Manage risk with Automation, Cloud-Native, Integration, and Intelligence! Terra is a Cloud-Native Risk Management Information System for Property & Casualty Insurance. -
45
DRC RS X
Decision Research
DRC’s RS X powers our full insurance platform for personal, commercial and specialty lines. Discover how our easily configurable toolkit helps you bring insurance products to market, faster. Whether you’re a business leader, an actuary or an IT professional, DRC technology delivers a fundamental advantage to drive you further, faster. Adopting cloud-optimized solutions like the DRC Insurance Platform takes E&S product owners one step closer to comprehensive data storage, with greatly accuracy and improved operational efficiencies. We accelerate the ability of MGAs to do more with less and deliver exceptional value to their customers. DRC allows actuaries to model complex products quickly, using familiar tools that are delivered as enterprise services. Eliminate the IT and Vendor resource availability conversation and empower your actuarial team to be as creative as needed. -
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iExempt
iExempt
iExempt, Electronic Resale Certificate Forms With Real-Time State Verification. Save 90% Of Your Time Dealing With Tax Exempt Buyers. iExempt verifies your buyers tax-exempt valid with their State tax authority! Our cloud-based electronic guided resale certificate forms ensure your buyers cannot make a mistake submitting their documentation! Our software notifies you upon upcoming resale certificate expiration dates! Sets up in minutes & is compatible with all invoicing software. Our Electronic Resale Certificates Virtually Eliminates Human Error & Fraud. iExempt Is The Only Service Of Its Kind To Ensure Compliance With State Tax-Exemption Laws. Features: Foolproof Submissions. Our system validates your states resale certificate form in real-time eliminating errors that could prove costly in an audit. Try a Demonstration. Real-Time Verifications. Real-time state verification eliminates fraud and is crucial to passing a state tax audit.Starting Price: $29.95 per month -
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DigiCert CertCentral
DigiCert
CertCentral simplifies the entire lifecycle by consolidating tasks for issuing, installing, inspecting, remediating, and renewing certificates. Every part of the cycle on one pane of glass. With ACME + CertCentral, you can automate deployment using virtually any client and any server type, any way you prefer. That means less time spent completing tedious manual tasks—or worse, putting out fires. With DigiCert, you use ACME protocol to automate deployment of OV and EV certificates with custom validity periods. The benefits just keep adding up. To enable ACME in CertCentral, simply contact your sales rep. You used to run into two bottlenecks with certificates: approval and renewal. Now, automating these tasks—and more—is as easy as a few clicks. If this were a race, you’d be winning. Receive alerts about potential vulnerabilities and know when each cert is about to expire. Because guessing is just gambling. -
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1Fort
1Fort
1Fort is the first commercial insurance marketplace that combines best-in-class coverage with proactive risk solutions to help drive insurance premium savings for clients. Streamline your insurance management in one place, equipped with tools to identify and mitigate risks, alongside expert resources and guidance for achieving compliance. 1Fort automates the process to get and maintain commercial insurance, enabling businesses to save time, unlock savings, and reduce risk. Powerful risk prevention software to reduce premiums & expenses. Leading insurance coverage combined with AI-powered risk mitigation software. Get protected in minutes and put risk management on auto-pilot. -
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Ryan Software
Ryan Software
Ryan Software is rooted in the knowledge and experience gained by Ryan professionals solving the most complex issues for many of the Global 5000 corporations. U.S. and Canadian indirect tax calculation and reporting software. Sales and use tax exemption certificate software for collection, validation, customer and vendor communication, and reporting. U.S. and Canadian indirect tax rate software available as a flat file, real-time API, or via user interface for rate lookups. Harness the multistate sales and use tax expertise of Ryan’s trained professionals to streamline the collection, review, and validation of tax certificates. Push-button service within Tracker PRO for automating due diligence letter mailing via U.S. Postal Service. Assessment appeal and property tax management software for portfolios in Canada, Europe, and Australasia. Digital delivery of your property tax values and bills via a secure, online portal. -
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JAVLN
JAVLN
JAVLN intelligent insurance software. Innovative technology to transform your business. The complete insurance solution. Policy Lifecycle. Powerful administrative hub including end to end full policy management, document and claims management. Automation. Automated personalized quotes, renewals, payment reminders with SMS/Email & CRM capabilities. Time Savings. Reduction in repetitive data entry, with allocated workflows and task management for increased productivity. Client Portal. Allow 24/7 online access for clients to their account, claims and policy information improving the customer experience. Real Time Data. Quality data insights, integrated insurance accounting and receipting. Quote Online. Provides clients and prospects the ability to quote, compare and buy insurance online 24/7. Multi Insurer. Multi-insurer quote and bind capabilities producing comparison documents for customer consideration. SaaS Solution. Cloud hosted software that can be accessed anytime
