Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
PlanTRAK is a user-friendly and affordable web-based compliance management solution tailored for businesses to effectively oversee, assign, and monitor ongoing compliance obligations. This platform consolidates all necessary documents and requirements in a centralized location, ensuring everything is easily accessible. It features automated compliance schedules that generate and allocate recurring tasks to users across various facilities, which helps maintain organization and efficiency. In addition, automated reminder emails keep assigned users and managers informed about impending or overdue tasks, preventing any important responsibilities from being overlooked. It also allows for the documentation and assignment of corrective actions stemming from audits or inspections, enhancing accountability. Users can manage projects by organizing tasks related to specific goals, enabling a comprehensive oversight of progress. Ultimately, PlanTRAK empowers organizations to monitor activities at each facility, track task completion, assess performance, and make necessary adjustments to stay compliant and efficient. With its streamlined approach, businesses can focus more on their core operations while maintaining adherence to regulatory requirements.
Description
Eliminate the hassle of lengthy renewals by simplifying the request for proposal (RFP) process from start to finish. With BrokerageBuilder™, you can generate top-notch RFPs in mere minutes and distribute them efficiently to various carriers. The task of monitoring carrier commissions can be challenging, but BrokerageBuilder simplifies this process significantly. You can effortlessly track commissions from any carrier while also streamlining the processing and validation of received payments, giving you enhanced visibility into your agency's commission income. By consolidating your data, you can establish customized workflows that suit your agency's specific needs. Every day, users will receive a curated list of overdue tasks and upcoming responsibilities that need their attention, ensuring that nothing slips through the cracks and all tasks are managed effectively and efficiently. This proactive approach fosters better organization and productivity within your agency.
API Access
Has API
No
API Access
Has API
No
Integrations
Zywave Sales Cloud
No
Pricing Details
$100 per month
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
Yes
iPad App
Yes
Android App
Yes
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
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
SolutionsTRAK
Founded
2006
Country
United States
Website
www.solutionstrak.com/plantrak/
Vendor Details
Company Name
Zywave
Founded
1995
Country
United States
Website
www.zywave.com
Product Features
Compliance
Archiving & Retention
Yes
Artificial Intelligence (AI)
No
Audit Management
Yes
Compliance Tracking
No
Controls Testing
No
Environmental Compliance
Yes
FDA Compliance
Yes
HIPAA Compliance
No
ISO Compliance
Yes
Incident Management
No
OSHA Compliance
Yes
Risk Management
No
Sarbanes-Oxley Compliance
No
Surveys & Feedback
No
Version Control
No
Workflow / Process Automation
No
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
Yes
Contact Management
Yes
Document Management
No
Insurance Rating
No
Life & Health
Yes
Policy Management
No
Property & Casualty
Yes
Quote Management
No