Alternatives to iFastrack
Compare iFastrack alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to iFastrack in 2026. Compare features, ratings, user reviews, pricing, and more from iFastrack competitors and alternatives in order to make an informed decision for your business.
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1
CredentialingSpectrum
Clinicspectrum
CredentialingSpectrum provides a comprehensive automation for credentialing, accreditation and contract management in healthcare. Some of the key features of the software includes following 1) CAQH Integration and attestation functionality. 2) Management of Credentialing and Re-credentialing activities and reminders. 3) Digitized Insurance applications in PDF, Excel, Webforms that auto-populates. 4) Document Management for providers, locations, entity and insurances. 5) Reminders on Expiration of various credentials such as CDS, DEA, License, CAQH, Board Certification, Malpractice and any scanned documents. 6) Provides 7 layers of source verification feature added on top of basic OIG Sweep that includes exclusion search and license verification. 7) Integration with DocuSign, Fax and Secure email for seamless communications. 8) Extensive Reporting for user performance and activity tracking. -
2
DocuGenerate
DocuGenerate
Easily generate PDF documents like invoices, letters, contracts, agreements, certificates and more with our API and web app. Prepare your Word template with tags where you want to have dynamic text. Then provide the data as JSON or in an Excel file. For each data item, a document will be generated from the template by replacing the tags with the actual data. The advanced customization options can help your business generate PDF documents for any use case with minimal effort. After uploading the template, the merge tags are automatically detected based on the template content. Create personalized experiences for your business using our REST API. Generate in bulk thousands of PDF documents like invoices, letters, contracts, agreements, certificates, and more. Simply call the generate document API endpoint with your data and in a few seconds a document will be generated from the specified template, ready for use in your own application or workflow.Starting Price: $19 per month -
3
Commissionly Tracker
Commissionly
For less than the cost of an employee, our insurance commissions calculation software saves time and recovers profit from missing commissions for Medicare and other lines of insurance. Our insurance commission management software automates the tracking of missing payments and calculates all your commissions, overrides, splits, overrides, bonuses and uplines. Our carrier statement import system matches the headings in your carrier reports to swiftly import commission payments. Multiple carrier reports will be converted into standard formats so that you can extract useful reports from the data. The system will identify any Medicare or other insurance commission payments that do not match the schedule or amount you expect to receive. You can export your discrepancies with all the carrier information attached ready to send to your carrier for correction and payment.Starting Price: $899 per month -
4
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. -
5
NextAgency for Health & Life Insurance
Take44, Inc.
NextAgency is life and health insurance agency management software. Unlike insurance agency management systems built primarily for property and casualty agencies, NextAgency is designed for health insurance, employee benefits, Medicare, and life insurance agencies. • Life and health insurance agency CRM for prospects, clients, policies, renewals, and relationships • Marketing tools with email campaigns, drip marketing, and texts • Automated insurance agency workflows • Business analytics, dashboards, and reporting for agency performance and pipeline management • Compliance and disclosure tools with e-signatures and required insurance documentation • Optional insurance commission tracking with carrier statement imports, reconciliation, and sub-agent management • Easy to customize for how your insurance agency works • Top-rated support • Free Android and iPhone apps • Insurance agency software with transparent pricing, a 30-day free trial, and no long-term contract requiredStarting Price: $85 per seat per month -
6
CertAdvisor
Recordables
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. -
7
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. -
8
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 -
9
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 -
10
Wardly
Wardly
Wardly is certificate-of-insurance tracking software that automatically collects, grades, and monitors your subcontractors’ COIs against your requirements—so you’re never caught with an expired or non-compliant sub on the job. And it’s completely free, forever. -
11
EasyPrinting
FirstOne Systems
ECPrinting enables employees to print the HR letters INSTANTLY with digital stamp and signature. It is Web, KIOSK and Mobile based solution integrating to major ERP such as SAP. Time saving and increased employee productivity, ready to use HR forms ranging from joining letter till end of service certificate, reduced printing cost, role based authorization providing HR department to have complete control over the system, bilingual (Arabic and English), printing history report, strict security measures, automatic email notification of login details etc. Enabling employee self-service for printing required certificates tuned to be best fit for KIOSK based touch screen. Certificates can be printer with/without digital stamp and signature. Inbuilt security control for important certificates. More than 100 HR forms / letters / certificates incorporated. -
12
TradeGuard
TradeGuard
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.Starting Price: $150/month -
13
REALSynergy
Altisource Solutions
Real-time transaction processing of cash or shadow receipts and disbursements for borrowers, investors, additional servicers and internal companies via ACH file creation, lockbox payment processing or multiple loan payment processing as well as bank account reconciliation. Track multiple properties per loan, UCC financing statements, operating statements, property inspections, detailed property characteristics, appraisal information, lease information, letters of credit and certificates of deposit. Work with unlimited escrow/reserve/holdback accounts and related bank accounts while providing detailed escrow analysis reports, critical date reports, allocation of interest earned and scheduled tax and insurance payments. -
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
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 -
16
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. -
17
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. -
18
Class Registrar
BothWorlds Software
Class Registrar is a comprehensive training tracking program designed to assist schools and organizations that provide student or employee training. Our training management software will help you manage curricula, courses and scheduled classes from initial enrollments through attendance posting, the printing of certificates, management reporting, and even billing and collections if needed. Class Registrar is a proven education tracking software for companies providing outside education to others, doing in-house employee training, or for compliance management with ISO, OSHA and FAA requirements. Working with a training administration program that includes class scheduling, student management and related services all in one place provides immediate savings of staff time. When you add the ability to print certificates, write letters, manage membership renewals and course expirations in the same program, now you're saving money, too. -
19
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. -
20
KIT.DOMAINS
KIT.DOMAINS
KIT.domains is a domain infrastructure monitoring platform designed for MSPs, IT teams, and agencies managing domains across multiple registrars. The platform provides automated monitoring of domain expiration dates, SSL certificates, and DNS record changes, helping teams prevent outages caused by expired domains, misconfigured DNS, or certificate failures. With KIT.domains, organizations can manage and monitor their entire domain portfolio from a centralized dashboard. The platform delivers real-time alerts, DNS change detection, and infrastructure visibility across registrars, eliminating the need to manually check multiple providers. Key capabilities include: • Domain expiration monitoring across registrars • SSL certificate expiration tracking • DNS record monitoring and change detection • Centralized domain portfolio dashboard • Real-time alerts and notifications • Integrations with IT workflows and automation toolsStarting Price: 39$ per month -
21
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. -
22
ALYCE Claims Management
Brightwork
ALYCE is specifically designed for self-insureds, municipalities and small TPAs handling Workers’ Compensation, Auto Liability, Auto Property, General Liability, and Property claims. ALYCE has an intuitive design with important data elements on the main claim page, including the claim’s financial summary, with all of the other important details available with a quick scroll or a single click. Multi-tiered infrastructure for employer reporting requirements, based on locations and departments. Recoveries, including salvage, subrogation, and excess carrier payments. Automated scheduled and repeating payments with diary alerts. Automatic diaries based on events, time lines, and financial transactions. Automatic generation of form letters to claimants, lawyers, and other claim parties. -
23
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 -
24
Billy
Billy
Billy is your one-stop shop for all insurance and compliance needs, designed to streamline and simplify your workflows. Pre-qualify subcontractors with ease and automatically track critical contract documents such as Certificates of Insurance (COIs), W9s, Business Licenses, Master Service Agreements (MSAs), Warranties, and Lien Waivers. With seamless integrations into platforms like Procore, Autodesk, Sage 300, and JD Edwards, Billy ensures compliance data flows directly into your project and accounting systems, eliminating double data entry and minimizing errors. Our platform supports document management, real-time compliance tracking, automated reminders for expiring documents, and proactive alerts to reduce risks and improve efficiency. Billy’s AI-powered solutions and insurance wallet integration connect contractors, brokers, and carriers, delivering frictionless workflows that help businesses stay compliant, win more jobs, and get paid faster.Starting Price: Annual Subscription -
25
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 -
26
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. -
27
TrackIt!
ACC Computer Services
TrackIt! is an integrated Membership Tracking & Job Referral System designed specifically for Union Organizations. TrackIt! is a comprehensive computer software system that provides unions with the control and reporting for all member and contractor management functions. This includes referrals, dispatches, out-of-work lists, dues/assessment delinquencies, and training certificates. Our new Accounting Link integrates seamlessly with your accounting system effortlessly transferring all dues, fees, and assessment income with a click of a button! In addition to keeping a history of dues & assessments payments, referrals and work history, track certificate renewals, meeting attendance, and service pin eligibility. Among TrackIt!'s most powerful features are the reporting capabilities it offers. Quickly and easily generate reports, such as: delinquency letters, work hours, income statements, certificates, remittance, phone list address list, labels. -
28
LetSorted
Rendmate Ltd
LetSorted is a property management platform built for UK landlords to simplify tenant management, compliance, and rental operations under the Renters' Rights Act. The platform manages the full tenancy lifecycle, including tenant screening, digital contracts, inspections, rent tracking, maintenance requests, and compliance monitoring from a single dashboard. It automatically builds a complete evidence trail with signed agreements, inspection reports, payment records, and audit logs to support landlords during disputes or court proceedings. LetSorted also tracks important compliance documents such as EPCs, gas safety certificates, and electrical inspections while sending reminders before they expire. AI-powered features help landlords screen tenants, import existing property portfolios from spreadsheets, and organize rental data quickly.Starting Price: £12/month -
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KeyChest
KeyChest
Website certificate expiration is easily forgotten—causing costly downtime. Our expert service automatically checks and renews your certificates, on time, and correctly, so you can start every day with confidence. KeyChest is free for personal use. KeyChest is the tool you need to stay on top of all your certificates. Plan your renewals, get your weekly summary and present your certificate performance indicators (KPIs) to your boss. KeyChest has been designed and developed as a tool to help with minimum effort so it can automatically detect new servers without you doing anything. The burden of certificates increases every day. Work stacks up when you track certificates manually. You're strapped for time, and short of qualified people. You’re blindsided by expiring certificates. Downtime costs you money, customers, and peace of mind. KeyChest requests certificates in regular intervals and measures latency of the process. -
30
eulink
eulink
eulink is a professional credentials and continuing education tracking platform designed to help users securely record, organize, and manage their ongoing education hours, certifications, and professional credentials in a single, cloud-accessible dashboard. It lets professionals track continuing education units and credits across multiple programs and requirements so they can stay compliant with licensing boards and employer expectations without relying on spreadsheets or fragmented systems. Users can store essential certification information, upload supporting documents, and maintain an up-to-date inventory of their learning activities and credential expirations. It also provides reminders and status indicators to help ensure that required credits are completed before deadlines and that certifications do not lapse, supporting better career planning and compliance.Starting Price: $6.99 per month -
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Red Sift ASM
Red Sift
Red Sift ASM (formerly Hardenize) provides a managed service that combines automated internet asset discovery with continuous network and security monitoring. Internet Asset Discovery Multiple sources of information feeds our custom search engine to help you find your websites. Background searches find new properties that belong to you and automatically add them to your inventory. Host and Network Monitoring We continuously monitor your entire network perimeter with fresh data updated daily. We combine scanning of domains, hostnames, and IP addresses. Certificate Inventory and Expiration Monitoring We monitor your certificates and notify if they're about to expire. Crucially, we also monitor the certificates of third-party services, helping you avoid problems via dependencies and services you don't control directly. -
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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. -
33
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 -
34
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 -
35
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 -
36
Credential Agent
Credential Agent
Credential Agent is inexpensive software designed to help store and keep updated, employee or supplier credentials. This document management software was specifically built to reduce the amount of time and improve the accuracy of, important credentials such as licenses, certifications, immunizations, background checks, human resource forms, insurance, and other documents that expire. Credential Agent works in a Software as a service (Saas) environment which requires no downloading of software or hardware and is super secure. Credential Agent can also be contracted with so that we take full responsibility of keeping your credentials updated and verified using our software and staff. By using Credential Agent, you can reduce the risks of lawsuits, be better prepared for audits, and gain more time to work on other key company initiatives. Our inexpensive software ensures your employee or vendor credentials are kept up to date. -
37
Certificial
Certificial
Certificial® uses real-time data to ensure businesses have continuous, compliant insurance coverage. Move away from point-in-time documents; no more emails, calls, or faxes. Certificates of Insurance (COIs) are leveraged by multiple audiences, all with a unique purpose. Regardless of your reason for utilizing COIs, our smart COI network ensures everyone uses the same continuously updated information. Whether you’re using a certificate module or an integration with another system, our network is the new standard for continuously sharing and tracking smart COIs and related data. Empower every stakeholder in the COI process to experience a data-first, real-time exchange of coverage information. Safeguard your business by eliminating uninsured activity, save time and money by managing compliance in a single platform, and take action for non-compliance to prevent uninsured claims while ensuring adequate coverage is maintained year-round.Starting Price: $99 per month -
38
Watch My SSL
Watch My SSL
Watch My SSL is a service designed to monitor the SSL certificates of your domains, ensuring they do not expire unexpectedly. Receive notifications before SSL certificate expiry, monitor multiple domains and subdomains, and enjoy a user-friendly experience.Starting Price: $5/month/user -
39
Kay
Kay
Kay.ai is an AI-powered operational assistant designed specifically for insurance brokers, agencies, and underwriters to automate tedious back-office workflows and enable higher productivity. It works with your existing systems, including agency-management systems, carrier portals, email, PDFs, and CRMs, to complete tasks such as quoting commercial lines (BOP, GL, auto, property), renewing personal-lines books, generating ACORD forms, issuing certificates of insurance, updating policy records, and entering data across carrier websites. Kay is built to “log in, fill out forms and handle all the tedious data-entry work”, and supports workflows across 100 + carriers and any AMS/CRM without the need for heavy integrations. The platform allows users to delegate repetitive browser-based tasks, document processing, form-entry, and servicing work so that staff can focus on higher-value client interaction. -
40
Keyhub
Remme
Certificate Management on autopilot. Keyhub is a cloud-based platform to automatically discover, organize, and track all SSL/TLS certificates across the enterprise. Get rid of the guesswork. How many digital certificates are in your environment? 71% of organizations don't have an exact answer. You can't protect what you don't see. Real-time automatic discovery. Holistic view of certificates from multiple issuers. Private and public certificates management. Identification of issues and vulnerabilities. Expiration dates tracking and alerting. Corporate policy compliance check. Built on design thinking principles, Keyhub simplifies routine operations, reduces adoption time and streamlines digital transformation. Identify every certificate, known and unknown, with a permanent auto scan of your external and internal environments. -
41
Comodo Certificate Manager
Comodo
Advanced Certificate Issuance And Lifecycle Management. Discover and manage all your SSL Digital Certificates automatically. Secure, reliable and centralized management platform. Helps you self-administer, instantly provision and control all SSL/PKI. Expired SSL certificates can cause systems to break, services to go down, and trust in your business to wane. Keeping track of digital certificates and their renewal dates is a big job and it's going to get harder. Need for a mechanism to administer certificates effectively. Flexible and reliable system for digital certificate issuance and lifecycle management. Centralizes and automates management of cryptographic keys and digital certificates. Ensures that certificates do not expire unexpectedly. Secure, tiered cloud-based administration. Microsoft Active Directory integration. Certificate Discovery Tool finds all certificates no matter who issued them. Administrative protection using two-factor authentication and IP address validation. -
42
Descartes MyCarrierPortal
Descartes Systems Group
MyCarrierPortal is a unified carrier identity platform that simplifies and accelerates the onboarding, verification, and ongoing monitoring of trucking partners through seamless integration with existing TMS workflows. It offers custom risk assessments for carrier identity verification, proactive fraud‑prevention tools to detect double brokering and identity theft, automated insurance monitoring to validate certificate coverage in real time, and compliance checks against active authorities and business requirements. Built on Descartes’ global network of over 250,000 carriers, the platform delivers fast, user‑friendly onboarding that reduces setup time from 30–45 minutes to just a few, with multi‑faceted security and transparency across the carrier lifecycle. Its GPS‑enabled vetting dashboard, automated alerts, interactive reports, and highly customizable risk profiles empower brokers, 3PLs, and shippers to defend against sophisticated fraud. -
43
CE Broker
CE Broker
Available with a Professional Account, we'll calculate your exact CE requirements so you always know where you stand. Everything you report will show up on your Course History and Compliance Transcript. Eliminate the need to store paper completion certificates by storing them with us. As a Professional Account holder, you can digitally store your certificates, indefinitely. Never let your Heart Card lapse by storing it digitally in your Professional Account. We will send you notifications before it expires so you're always up to date. You can browse the most up-to-date list of appropriate courses available in one place. Helpful search filters will lead you right to the course you need. -
44
Direct Claim Solution
Innovative Computer Systems
Claims and Litigation management software for Captive or Risk Retention Group property and casualty claims. Direct Claim Solution is a complete system with claims, policy and vendor management for Self-Insured, Captive or Risk Pool programs. Offers industry specific tools for investigating and analyzing law as well as coverage. Modules for litigation management, subrogation and loss recovery as well as document management included. Merge feature makes for easy letter or email creation. For management, the robust report screen allows multi-conditional querying of claims by exposure type, state of loss, date ranges and policy issuance periods. Vendor isolation feature allows external service providers to access and populate fields in the system as needed to expedite reporting and collaborative analysis. See our website at www.directclaimsolution.com -
45
Visual Rental Pro
M/K Software
Visual Rental Pro is a cost-effective, powerful, flexible, and configurable reservation management system. Let Visual Rental Pro organize your rental property portfolio, track renters and their payments, manage property maintenance costs, track commissions, and pay property owners & vendors. Simple navigation lets you quickly access properties, reservations, calender schedules, email functions, accounting features, and more. Compose rental agreement letters in MSWord, export owner/renter/vendor contacts to Outlook, output reports in PDF and EXCEL formats, export data directly into QuickBooks. Use the rotation feature to book rentals based on date, revenue, or nights booked. -
46
InsurAMS
InsurAMS
InsurAMS is agency management software for independent insurance agencies, streamlining daily operations. The renewal queue prioritizes policy renewals by urgency, helping prevent missed deadlines. Agents can quickly generate certificates of insurance by auto-filling stored policy data, eliminating manual entry. The platform centralizes client management, providing access to records, policy details, and interaction history. An activity log tracks calls, emails, and notes, while task management links tasks to specific clients and policies. Metrics like total premium and breakdowns by coverage type and carrier offer insights into the book of business. InsurAMS supports CSV import for migrating client and policy data and allows data export to ensure agency ownership. With minimal setup, agencies can start using the system immediately without extensive onboarding.Starting Price: $99/month -
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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. -
48
WalletCard
WalletCard
Move your certificates from the filing cabinet to the cloud. Single pane to store and manage your organization’s safety management system & training requirements. Static spreadsheets don’t manage safety. Our Training Matrix ensures all employee training and certifications are always current and in one place. Get notified for retraining well before expiry. WalletCard provides timely notifications to prevent against expired workplace certificates so the workplace is safer for everyone. Send, create, review, update, issue. We make this process simple! Our system keeps this information organized in one secure database. Get notified for retraining well before expiry. WalletCard provides timely notifications to prevent against expired workplace certificates so the workplace is safer for everyone. Static spreadsheets don’t manage safety. Our Training Matrix ensures all employee training and certifications are always current and in-one-place.Starting Price: $0.25 per certification -
49
Lapsewise
Lapsewise
Lapsewise is a renewal and expiry management platform that keeps track of every date that matters for your business — certificates, contracts, licenses, grants, insurance policies, warranties, and memberships — in one calm dashboard. Add a record, set your notice period, and Lapsewise sends automatic email reminders before the date arrives. No more spreadsheets, no more relying on one person's memory, no more finding out something lapsed after the fact. Each record type has its own module with the fields that matter: renewal dates, key contacts, document storage, cost tracking, and status (active, expiring soon, action needed). Pro users can upload a document and let the AI parser pull out the key dates automatically. Free to start — the free plan covers up to 5 records with no time limit. Paid plans add unlimited records, team members, CSV import, SMS reminders, and AI document parsing. No long-term contract required. Built for operations teams, compliance managers, & SMBsStarting Price: $0 -
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365HomeBuilder
Western Computer
365HomeBuilder is a cloud-based, fully integrated ERP solution tailored for residential home-building companies and powered by Microsoft Dynamics 365 Business Central. It offers end-to-end functionality from estimating and sales through purchasing, job costing, multi-entity accounting, and closing settlements, all in one unified platform. It supports powerful multi-entity financials, enabling builders to track costs and revenue across multiple investors or build entities within a single database rather than separate charts of accounts. It includes embedded bank-draw management, tracking loans and budgets tied to lenders, and automated lien-waiver processing so payments to subcontractors are aligned with required waivers. Vendor insurance tracking alerts for expiring policies and can block payments if coverage lapses. 365HomeBuilder also generates settlement statements automatically, prints MICR checks for different entities, and integrates with Microsoft Office 365 tools.