Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
For almost thirty years, Recordables has been supplying employers with software solutions to streamline the processes of filing, tracking, and reporting claims. With CertAdvisor, managing compliance for incoming Certificates of Insurance becomes a straightforward task. This innovative software allows for the electronic storage of insurance certificates, identifies any gaps in compliance, and communicates deficiencies to vendors through automated emails or letters. The once tedious job of overseeing thousands of certificates is now significantly simplified. The system also includes features such as reminders for certificates approaching expiration, tracking for various insurance types, unlimited vendor levels to accommodate different requirements, monitoring of liability limits, automation for form letters and emails, notifications to internal departments regarding vendor issues, a detailed vendor notification log, electronic storage for certificates and related documents, notes equipped with a spell check feature, and a variety of standard reports. Overall, Recordables has transformed the way organizations handle insurance compliance and vendor management.
Description
Software for specialist insurance broking management. Software engineers built it. Software solution for insurance policy administration. Customer relationship management (CRM). Manage personal and commercial clients with multiple addresses and contact information. Monitor communication and drive marketing. Track and manage multiple policies and quotes. Record detailed risk information. Automate underwriters' quote requests. Record, manage and report on insurance claims. Prepare custom financial reports. Enforce FCA compliant documentation. Clear visibility of client data, with quick access to more detail. Ability to view multiple clients simultaneously. Visualize the location of your client and plot geographical data such as flood or subsidence. Customer service is easier when you have easy access to client information. Document storage and processing. Integrated workflow tasks, events, and notes.
API Access
Has API
API Access
Has API
Integrations
Feefo
Mailchimp
QuickBooks Online
Trustpilot
Xero
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$70 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Recordables
Founded
1992
Website
www.recordables.com
Vendor Details
Company Name
PolicyFlow
Founded
2013
Country
United Kingdom
Website
policyflow.co.uk
Product Features
Insurance Policy
Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Insurance Policy
Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management