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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Enhance your AML, KYC, and related risk management and compliance initiatives with an advanced, AI-driven solution. Our platform empowers insurers to streamline the identification of entities and conduct thorough checks against sanctions, watchlists, adverse media, and suspicious activities, effectively countering bad actors while ensuring adherence to regulatory standards in real-time. The mandatory checks and regulatory reporting often create delays in the purchasing process; however, Shift allows insurers to automate labor-intensive tasks, facilitating faster onboarding of clients. A single mistake can lead to severe repercussions, including financial losses, damage to reputation, and even legal consequences. With Shift’s innovative approach, insurers can broaden their coverage and gain greater assurance in their procedures. Moreover, Shift Financial Crime harnesses an extensive array of data to evaluate individuals and organizations, eliminating the need for manual searches through countless data points to create a comprehensive profile of potential customers. This innovative solution empowers insurers to not only act swiftly but also to make informed decisions that safeguard their operations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

Shift

Founded

2013

Country

United States

Website

www.shift-technology.com/products/financial-crime-detection

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

Alternatives

Alternatives

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