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Applied certTrax

The only certificate of insurance tracking application specifically for agencies

  • Identify insurance limit deficiencies
  • Provide value-added service to increase customer retention and satisfaction

Many businesses today require vendors and contractors to provide a certificate of insurance (COI) in order to prove they meet the required coverages to conduct business. With Applied certTrax, your agency can track vendor COIs for contract compliance and identify any potential deficiencies in a vendor’s insurance. Applied certTrax continuously monitors items such as policy expiration dates, coverage limits and insurer A.M. Best ratings, and then sends alerts to vendors and compliance reports to your agency and the insured. This automated monitoring and streamlined notification system increases contract compliance and mitigates risk of third-party claims for insureds, enabling your agency to increase customer retention and satisfaction by offering more comprehensive risk management services.

Key Benefits

See what our customers say

"We're able to look at the same thing that our client is looking at through Applied certTrax, and give them some advice and some options. It allows us to assist our clients in growing their business."

Scott Naugle
Executive Vice President

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Applied certTrax

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Crystal & Company and Northern Tier Energy Ensure Contract Compliance with Applied

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Applied is ready to help you learn more about leveraging advanced insurance software and solutions to build a better insurance business.