Insurance Certificate Tracking and Contract Management Software

Insurance Certificate Tracking and Document Management Software

DOCUMENT (CONTRACT) MANAGEMENT - click to learn more

• Can be used separately or with Insurance Certificate Tracking
• Tracking for contract approval date, expiration date and action item dates
• Monitor financial data for total value, amount paid and balance due
• Ability to enter unlimited action items per Contract
• Each action Item contains:
   ∙ Item number and description
   ∙ Due date, Completion date and Tracking Date
   ∙ Contract award/change control amounts and amounts paid
   ∙ Ability to attach external document (jpg, bmp, gif, doc, pdf, xls)
   ∙ Freeform notes.
• Links between the document and vendor insurance certificate
• Comprehensive document reporting system.

INSURANCE CERTIFICATE TRACKING - click to learn more

• Can be used separately or with Document (Contract) Management
• Define your c ompany policy, limit and additional terms requirements in categories
• Print/email f ollow-up letters for policies expiring or soon to expire, limit issues and missing
policies or additional terms
• Enter special notes to appear on letter
• Option to print or email follow-up letters (#10 envelopes printed for each letter)
• A duplicate letter created 30 days later if no response received
• Customize your letter template
• Certificate Status displayed as part of each company’s information
• Enter unlimited miscellaneous notes for each vendor
• Ability to override individual requirements for policies, limits and terms
• Ability to check A.M. Best carrier ratings
• Attach unlimited documents (jpg, bmp, gif, pdf, doc, xls)
• Ability to import/export using Excel
• Easy to use Passwords and Permissions system (optional)
• Audit Trail maintained by vendor listing additions, changes, and letters sent.
• A program setup screen enables you to change system defaults
• Comprehensive insurance certificate reporting system.

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Fastrack - Windows
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Options for initial certificate entry

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iFastrack - Web
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Document Tracking
Insurance Certificate Tracking
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