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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Regardless of whether you're a well-established franchise organization, a startup contemplating expansion through franchising, or a budding franchisor with several franchise units, the franchise management software developed by FranchiseSoft is designed to boost your sales, enhance customer and franchisee satisfaction, and provide comprehensive reporting and oversight for both franchisors and franchisees. The platform allows you to create and manage custom surveys, offering analytical reports that can be utilized by both parties effectively. It also supports various departments by facilitating the escalation of support tickets and includes a dashboard to track all franchisee inquiries, alongside detailed reporting for thorough analytics. Additionally, franchisors benefit from a Call Center feature that assists in managing customer interactions for franchisees, who, in turn, can generate quotes, schedule appointments, and issue invoices to their clients. Furthermore, FranchiseSoft offers mobile applications for field representatives on both iOS and Android platforms, ensuring that all stakeholders remain connected and efficient while on the go. This innovative software ultimately empowers both franchisors and franchisees to streamline their operations and achieve greater success together.

Description

Introducing a robust and intuitive web-based software that simplifies the management of incoming certificates of insurance. This platform delivers a consolidated overview of certificates, compliance metrics, and risk assessments for various entities including vendors, suppliers, tenants, subcontractors, franchisees, and carriers. With our easy-to-navigate solution, effectively manage your certificates of insurance while benefiting from a thorough approach that not only saves both time and resources but also enhances the overall insurance management workflow. Equip your team with this accessible solution that features a self-service interface, allowing for seamless and efficient oversight of your COI processes. Leverage our sophisticated rules-based automation engine to facilitate smoother interactions with your vendors, suppliers, tenants, subcontractors, and franchisees. This solution also grants access to a centralized repository containing certificates, requirements, vendors, and critical compliance information, providing real-time insights to ensure you stay informed about essential compliance data. By utilizing this software, your organization can achieve significant improvements in efficiency and accountability across all insurance management activities.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Authorize.Net Yes 
Dropbox Yes 
Franpos POS System Yes 
PayPal Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 

Integrations

Authorize.Net No 
Dropbox No 
Franpos POS System No 
PayPal No 
QuickBooks Online No 
QuickBooks Online Advanced No 

Pricing Details

No price information 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) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
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

FranchiseSoft

Founded

2015

Country

Canada

Website

franchisesoft.com

Vendor Details

Company Name

RiskPartner

Founded

2009

Country

United States

Website

www.riskpartner.com/products/certificates-of-insurance-management-solution

Product Features

Franchise Management

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

Product Features

Risk Management

Alerts/Notifications No 
Auditing No 
Business Process Control No 
Compliance Management No 
Corrective Actions (CAPA) No 
Dashboard No 
Exceptions Management No 
IT Risk Management No 
Internal Controls Management No 
Legal Risk Management No 
Mobile Access No 
Operational Risk Management No 
Predictive Analytics No 
Reputation Risk Management No 
Response Management No 
Risk Assessment No 

Alternatives

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