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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Certificate Entry

Options for initial certificate entry

Start-up Tips

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Fastrack
Features

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iFastrack - Web 
Information Sheets

iFastrack
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