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support

Description

Docutrax's online system for tracking documents and certificates of insurance is designed to meet best-practices risk management goals. The system automates many of the tedious, time-consuming, and error-prone processes involved in obtaining and tracking COIs or other documents. Docutrax has been proven to achieve higher rates of insurance coverage compliance, at lower cost, while enhancing business processes in ways previously unimaginable. Its flexible interface can be adapted to any business organization. All parties involved are automatically notified via customized vendor/broker notifications, and pushed email alerts to the designated personnel. Our licensed insurance and support personnel ensure informed customer services to our client (tenants, vendors/suppliers, contractors or franchisees). Their insurance agents.

Description

InsureMO (Insurance Middle Office) serves as a middleware platform tailored for insurers, brokers, agents, channels, InsurTechs, and startups, facilitating diverse use cases across various products and distribution channels. Acting as the driving force behind the insurance industry ecosystem, InsureMO accelerates product development for insurers, enables solution providers to integrate their innovations, and empowers distributors to create insurance applications for selling products to consumers. Rather than starting from scratch, you can identify the leading products in your area, personalize them, and swiftly enter the market. Our advanced insurance product design tools allow you to customize and oversee your offerings seamlessly. With access to a multitude of services designed to support every stage of the insurance policy lifecycle, you can leverage functionalities that span life, general, and health insurance, alongside sophisticated policy servicing APIs. Additionally, our service orchestration tools provide the flexibility to design and operate your insurance applications precisely to your specifications, ensuring efficiency and effectiveness in your operations. Embrace innovation without the hassle of rebuilding existing solutions, and enhance your offerings with ease.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$4,500 per year
Both self-managed and fully-managed options are available
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Risk Toolbox Inc.

Country

United States

Website

docutrax.com

Vendor Details

Company Name

eBaoTech

Founded

2000

Country

China

Website

www.ebaotech.com

Product Features

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications No 
Business Process Automation Yes 
Business Rules Management Yes 
Collaboration No 
Process Change Tracking No 
Process Mapping No 
Process Modeling & Design No 
Visual Workflow Management No 

Commercial Real Estate

Brand Management No 
CRM No 
Cash Flow Analysis No 
Critical Date Alerts No 
Deal Management No 
For Appraisers No 
For Brokers No 
For Investors No 
For Property Managers Yes 
Portfolio Management No 
Strategic Planning No 

Contract Management

Buy Side (Suppliers) No 
Completion Tracking No 
Compliance Tracking Yes 
Contract Lifecycle Management No 
Electronic Signature Yes 
Full Text Search No 
Government Contracts No 
Pre-built Templates No 
Sell Side (Customers) No 
Specialty Contracts No 
Version Control No 
Workflow Management No 

Contractor Management

Contractor Database No 
Insurance Tracking Yes 
License Tracking No 
Permit Tracking No 
Skills & Competencies No 
Task Management No 
Work Hour Tracking No 

Product Features

Insurance Policy

Cancellation Tracking Yes 
Claims Tracking No 
Policy Generation Yes 
Policy Issuance Yes 
Policy Processing Yes 
Quotes / Estimates Yes 
Rating Engine Yes 
Reinstatement Tracking Yes 
Reinsurance Administration Yes 
Renewal Management Yes 
Underwriting Management Yes 

Policy Management

Approval Process Control No 
Attestation Yes 
Audit Trails No 
Policy Creation Yes 
Policy Library No 
Policy Metadata Management No 
Policy Training Yes 
Reporting / Analytics Yes 
Version Control Yes 
Workflow Management Yes 

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