Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
CertVault serves as a cloud-enabled repository and distribution platform for insurance certificates, granting immediate access to brokers, insured parties, holders, and carriers. This system diligently safeguards certificates by extracting essential information and systematically organizing it within a secure centralized vault. Utilizing blockchain technology, the platform ensures that once certificates are uploaded, they cannot be modified, thereby maintaining integrity and transparency throughout the process. Additionally, CertVault offers real-time alerts to holders when new certificates become available, featuring an intuitive interface that prominently displays crucial information such as expiration dates, carrier details, and insured names. The platform streamlines certificate management, significantly cutting costs while improving accessibility for all involved parties. Each certificate delivery is authenticated by the system, and the incorporation of blockchain technology assures the security of the data stored. Overall, CertVault enhances the efficiency and reliability of insurance certificate handling.
Description
Our comprehensive insurance agency management system seamlessly integrates the feeds from carriers, medical prerequisites, clients, policies, and additional compliance and contracting systems into a unified platform.
Equisoft/centralize serves as a cohesive management solution for insurance agencies, facilitating efficient collaboration among all parties involved in the distribution and management of commissions.
The software is equipped with pre-built business processes crafted by professionals with extensive industry experience, empowering your operations.
Key reports, including those on policies sold and commission forecasts, provide critical insights into your agency's performance.
Equisoft/centralize simplifies the monitoring of leads and enhances the productivity of advisors through effective tracking.
The system adeptly manages intricate hierarchy structures for processing payouts, while also clearly identifying any inconsistencies between anticipated and actual compensation.
It accommodates diverse commission frameworks and tailored compensation types, ensuring total integration of all existing data feeds from insurance carriers and medical requirement companies.
This thorough approach not only boosts operational efficiency but also fosters stronger relationships among stakeholders in the insurance ecosystem.
API Access
Has API
API Access
Has API
Integrations
Equisoft/illustrate
Equisoft/manage
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
Patra Corporation
Founded
2005
Country
United States
Website
certvault.org
Vendor Details
Company Name
Equisoft
Founded
1994
Country
Canada
Website
equisoft.com
Product Features
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management