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Insurance Certificate Tracking and Document Management Software
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Can be used separately or with Insurance Certificate Tracking
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Track contract approval date, expiration date and action item due dates
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Monitor financial data for total value, amount paid and balance due
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Ability to enter unlimited action items ('to do list' or milestones) per Contract
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Each action item contains:
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Item number and description
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Due date, Completion date and Tracking Date
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Contract award/change control amounts and amounts paid
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Ability to attach external document (jpg, bmp, gif, doc, pdf, xls)
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Freeform notes
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Links between the document and vendor insurance certificate
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Comprehensive document reporting system.
Fastrack offers the ability to manage both documents (contracts) and insurance certificates. Documents can be any agreement such as contracts, leases or loans. Track both the document with the insurance certificate or use them separately. Print reports listing documents approved, soon-to-expire / expired, and closed.
Use the unlimited action items to track Bond expirations, receipt of W-9 and 1099 forms, or any other items requiring follow-up or notation. Print reports listing action items due soon / past due or soon-to-expire / expired. Each action item can have an attachment for historical reference.
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