Electronic Inbox
Certificate of insurance documents are easily uploaded and downloaded by vendors, clients, and employees to your electronic inbox where images and OCR data can be synced, organized, edited, stored and searched for future use.
GEasily organize, search, edit, and delete all uploaded certificate documents and OCR data to link contracts, certificates, individuals and companies for complete risk management and compliance administration.
Certificate Requests
Track certificate requests from directly within the system for timely issuance and client relationship management. Monitor communication history and user productivity to ensure requests are fulfilled as quickly as possible.
Certificate Holders
Follow every certificate of insurance your company issues and all corresponding information and contacts.
Corporate Policy Information
Keep complete corporate policy information and documents in one centralized location for complete certificate maintanence and timely renewal.
Reasons for Issuance
Use system defaults or add custom reasons for all issuance procedures to be tied to documents and profiles for further clarification and organization.
Certificate Templates
Create certificate of insurance templates for quick and complete issuance and save time on repetitive data entry and form generation.
