CertAdvisor      (TrackComp,   TrackAbility,   TrackLeave)

Tracking and managing incoming Certificate’s of Insurance is a difficult task for anyone to manage. This task becomes even more difficult depending on the amount of certificates. The management of incoming Certificate’s of Insurance easily becomes more cumbersome and complex when certificates are shared among departments or if an employee needs to proactively manage this process.

That’s why Recordables developed CertAdvisor to track and manage all aspects of Incoming Certificate’s of Insurance.

Some of the standard features of CertAdvisor include the following:

  • Automation of E-mail Reminders for Certificates nearing expiration
  • Automation of Form Letters
  • Tracks Limits of Liability
  • Attachment of Scanned Certificates
  • Notes with Spell Check Feature
  • Numerous Reports
  • Exporting of Data to various formats including PDF, Excel, CVS, Text, etc.
  • Ad hoc Reports (optional)
  • Ability to Add additional Form Letters
  • Ability To Add additional E-mails
  • User Security
  • Upgrades and Support