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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Easily gather, verify, and approve Certificates of Insurance (COIs) along with other insurance documents. Streamline risk management for each transaction to minimize ancillary costs, risk, and potential revenue loss. Accelerate the process of vetting and prequalifying subcontractors to ensure their COIs meet compliance standards. Jones provides support for property management and construction firms to mitigate insurance risks across all properties, projects, and applications. Monitor and manage COIs and insurance documentation in real time for enhanced oversight. Benefit from comprehensive process management and detailed analytics aggregated in one place. Gain access to a vast library of pre-filled insurance certificates, documents, and vendor contacts to enhance compliance and facilitate smarter, quicker vendor procurement strategies. Evaluate vendors' predicted compliance status prior to engagement to ensure reliability. Share vendor insurance information across your properties to eliminate repetitive tasks and maximize efficiency. Instead of starting from scratch, utilize existing vendor data to simplify your workflow. Automatically extract requirements from contracts and efficiently establish new criteria in just minutes for a more streamlined approach. This ensures that your risk management processes are not only efficient but also effective in protecting your organization.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Building Engines No 
MRI Commercial Management No 
Procore No 

Integrations

Building Engines Yes 
MRI Commercial Management Yes 
Procore Yes 

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 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 

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) Yes 
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) No 
In Person Yes 

Vendor Details

Company Name

Risk Toolbox Inc.

Country

United States

Website

docutrax.com

Vendor Details

Company Name

Jones

Founded

2017

Country

United States

Website

getjones.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 

Alternatives

Alternatives