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Average Ratings 3 Ratings

Total
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features
design
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

Solutions for insurance tracking and compliance management. Full-service and self-service solutions that automate renewals of insurance certificates or proof of insurance. They also eliminate the need for manual data entry. Software and services for COI tracking that automates the tedious process of collecting certificates of coverage, renewing requests and confirming compliance with third parties. Property managers can easily track the tenant's policies using proof of insurance tracking software. This software helps them to comply with their renter's insurance requirements. Services that simplify the creation, delivery, storage, and management of certificates of insurance. SmartCompliance is the most trusted provider of certificate of insurance, proof of insurance tracking, issuance and compliance management.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Lemonade No 
MRI Software No 

Integrations

Lemonade Yes 
MRI Software 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 Yes 
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) 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 No 

Vendor Details

Company Name

Risk Toolbox Inc.

Country

United States

Website

docutrax.com

Vendor Details

Company Name

SmartCompliance

Country

United States

Website

smartcompliance.co

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

Audit

Alerts / Notifications Yes 
Audit Planning No 
Compliance Management Yes 
Dashboard Yes 
Exceptions Management Yes 
Forms Management Yes 
Issue Management Yes 
Mobile Access Yes 
Multi-Year Planning No 
Risk Assessment Yes 
Workflow Management Yes 

Compliance

Archiving & Retention Yes 
Artificial Intelligence (AI) No 
Audit Management Yes 
Compliance Tracking Yes 
Controls Testing Yes 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance No 
Incident Management No 
OSHA Compliance No 
Risk Management Yes 
Sarbanes-Oxley Compliance No 
Surveys & Feedback Yes 
Version Control Yes 
Workflow / Process Automation Yes 

Construction Management

Accounting Integration Yes 
Budget Tracking/Job Costing Yes 
CRM No 
Change Orders No 
Commercial Yes 
Contract Management Yes 
Contractors Yes 
Equipment Tracking Yes 
Estimating No 
Incident Reporting No 
Mobile Access Yes 
Offline Access No 
RFI & Submittals No 
Residential Yes 
Subcontractor Management Yes 
Timesheets No 

Franchise Management

Appointment Scheduling No 
Automatic Re-ordering No 
CRM No 
Commission Management No 
Construction Tracker Yes 
Contract Management & Signature No 
Franchise Intranet No 
Job Scheduling No 
LMS / Training No 
Marketing No 
Onboarding No 
Online Store No 
Reputation Management No 
Website Manager No 

Lease Management

Billing & Invoicing Yes 
Commercial Leases Yes 
Contact Management Yes 
Landlord Database Yes 
Lease Classification Yes 
Portfolio Management Yes 
Property Management Yes 
Residential Leases Yes 
Retail Leases Yes 
Sublease Management Yes 
Tenant Database Yes 

Policy Management

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

Real Estate Property Management

Billing & Invoicing Yes 
Commercial Properties Yes 
Contact Management Yes 
Credit Check No 
Expense Management No 
Insurance Management Yes 
Landlord Database No 
Late Fee Calculation No 
Lease Management Yes 
Maintenance Management Yes 
Owner Portal Yes 
Payment Processing No 
Portfolio Management Yes 
Rent Tracking No 
Residential Properties Yes 
Tax Management No 
Tenant Database Yes 
Tenant Portal Yes 
Vacancy Tracking No 
Website Management No 

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop Yes 
Drill Down Yes 
Email Reports No 
Financial Reports No 
Forecasting No 
Marketing Reports No 
OLAP No 
Report Export Yes 
Sales Reports No 
Scheduled / Automated Reports Yes 

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