Self Managed Solution

Have your own staff but need a versatile software solution that provides all the bells and whistles necessary for monitoring insurance certificates, licenses, and more? Use our specialized web based tracking software.

This is the same system that we use in-house, but you provide the personnel. We think that our insurance knowledge and expertise make a significant difference in achieving high compliance. However, if you already have that expertise within your organization, utilizing our software certainly provides a significant advantage. If you’ve been trying to manage with a spreadsheet or some off-the-shelf software, you won’t believe the time-saving advantages of our system.

• Web based which means no additional IT overhead for you.
  
• Ability to scan certificates and other documents into the database for archival storage.
  
• Daily data backups.
  
• Letter printing, emailing and faxing from within the program.
  
• Automatic archiving of faxes and emails.
  
• Reminders.
  
• Real time evaluation of compliance items.
  
• Listing of contractual requirements.
  
• Multiple letter templates with automatic population of name and address fields.
  
• Available with multiple language formats.
  
• Currency conversion.
  
• Secure access for each of your employees.
  
• Easily customizable to your specific requirements.
  
• Requirement sheets and certificates or other documents can be automatically included in letters, faxes, or emails.