Tracking Software Features


All Certificates By Named Insured


Requirement Set Detail

Certificate Management

  • Email - dedicated email account just for your account
  • Fax - dedicated fax number just for your account
  • Web Portal - multiple logins available with the ability to give different privilege roles to different logins
  • Certificate of Insurance tracking templates

Certificate Reporting

  • Default Reports - All Certificates, Certificates By Insurer, Certificates By Requirement, Expiring Certificates, Expired Certificates, Letter of Activity, Trend Analysis
  • Custom Reports Builder - Able to report on multiple data elements directly from your account's database
  • Scheduled Reports (Email & Fax) - Reports when, where, and how you need them
  • Export - PDF, CSV, TXT, etc. - Ability to get the data from the reports in a format that will work with the rest of your current systems.

Data Security and Business Continuity

  • Our data centers are SSAE 16 and SOC 1 Type II compliant. All of our systems are protected by industry leading firewalls and IPS (Intrusion Prevention System)
  • Our hosting infrastructure follows best industry standards and is designed to ensure that there is no single point of failure
  • Partnerships with key industry leaders - HP, EMC2, Cisco, Microsoft and Windstream
Faster, More Compliant
Minimize risk with time-tested systems.
Mobile-Ready Login
Access certs and reports from anywhere.
Save Money - Reduce Costs
We are the industry cost-leader.
Cloud-Based Service
Cutting edge technology and support.
Extensive Reporting
Report templates based on your requirements.
More Efficient
Automate and improve the tracking process.