FEATURES
Certificate of Insurance Collection & Analysis
Go paperless by digitizing all certificate documentation and corresponding data - upload, edit, store, track, and maintain certificates of insurance in an online, centralized location, securely accessible 24/7 to those you approve. View vendor, client, and employee uploaded certificates and OCR data, check for compliance against uploaded templates, send requests for more information and generate extensive reports on certificate data for complete certificate collection and analysis.
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Certificate of Insurance Issuance
Issue certificates of insurance and procure necessary information from clients and vendors directly from within the system. Monitor document uploads and certificate requests via your electronic inbox and generate reports on issuance, submissions and holders. Within the Issuance section, view certificates by corporate policy or reason and create issuance templates within your forms library.
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License Management
Upload, store, and manage all employee licenses, documents, and essential data for timely renewal and ongoing contractual compliance. Define the corporate hierarchy of your company to accurately link policies, contracts, and certificates to appropriate individuals. Use employee and license types already within the system or designate your own custom titles and descriptions for integrated credentials management.
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Continuing Education
Compile and track employee course and credit history to keep those you depend on compliant with regulatory requirements. Organize and link CE credits to specific license types, sub types, or specific states. Keep everyone current with automatic notifications of remaining CEU credits required or expiring credits. The CEU credits module can also be linked with the Licenses features for integrated employee credentials management.
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Broker Management
Upload, organize and track broker/brokerage documents and work flow for appropriate client assignment and relationship management. Set administration limits and controls for every individual that uses the system and monitor their usage.
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Appointments & Terminations
Schedule and manage broker appointments and terminations, enhanced by our advanced NIPR integration.
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Electronic Inbox
Scan documents directly into the system via your electronic inbox. The system will pull key OCR data from uploaded templates and ask for clarification on any entry errors. Easily search, sort, view, and download all documents and corresponding data within your system. Replace file cabinets and hard copies for an online, securely available 24/7, paperless document database.
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Communications
Contact vendors, clients, and brokers directly from the system to issue or collect documents, update profile information, or request clarifications. Build communication templates for quick correspondence on all issues and view your system's communication history.
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Compliance
The SAS70 compliant audit log feature provides instant accountability, monitoring document, data, and employee actions within the system for ongoing compliance and administration.
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Reports
Support
Customization & Integration
Access
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