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CR-Certify Insurance Tracking

Insurance Documentation Tracking Software

Are you tired of the hassle and uncertainty that comes with managing insurance documentation for contractors, subcontractors, bidders, and the prequalification process? CR-Certify® is purpose-built software that simplifies how you collect, verify, and enforce insurance requirements—helping you confidently uphold risk transfer provisions in every contract.

As users of the software ourselves, we have used our 20+ years of experience to build this system with you in mind. The nuance of insurance tracking is our specialty. CR-Certify® is flexible, intuitive, and built to help project teams stay focused on the work that matters.

What Our Users Are Saying

“I wish all of our projects would use [CR-Certify] to track insurance.”

General ContractorCompliance Manager

“Just wanted to share—I was on the phone with a lower-tier subcontractor on one of my new projects, and they expressed how much they love using this software compared to others they’ve had to use. They said [CR-Certify] is very easy to use and they like it a lot!”

Risk Management ProfessionalConstruction Firm

“I have to say, this was by far the easiest portal I have ever used!!!”

Electrical SubcontractorAccounting Manager

“You are talking to a person who would rather fill out the paperwork and scan it over. This was very easy. I thank you for that.”

Steel ContractorAdministrator

“Just wanted to share—I was on the phone with a lower-tier subcontractor on one of my new projects, and they expressed how much they love using this software compared to others they’ve had to use. They said [CR-Certify] is very easy to use and they like it a lot!”

Construction FirmRisk Management Professional

“That was SO much easier than I was expecting. We did this with another project, and it was a pain—this was seamless!”

General ContractorProject Coordinator

“I went in and played around. It couldn't be any easier. My 12-year-old daughter could do it.”

Brokerage FirmInsurance Administrator

Discover CR-Certify's Features

Create Custom Requirements

Create and customize different insurance requirements based on vendor type, contract values, risk levels, and more.

Select Requirements for Review

Assign your preset requirements at a contract level to streamline your insurance review process.

Streamlined Policy Tracking with Company File

Simplify Contract Updates and Focus on What Matters

The Company File feature makes managing policy information effortless. When new contracts are awarded, it automatically calculates and tracks only the additional requirements (the "delta") specific to the new project. This ensures that your records stay up-to-date without duplicating existing data, saving time and eliminating unnecessary effort. With Company File, you can focus on compliant insurance requirements and project success without getting bogged down in redundant documentation.

Access Real-Time Compliance Data

Stay informed with our intuitive online portal. Anyone on your team can be given access to view immediate insights into insurance review statuses, reports, and documentation status, empowering you to make informed decisions.

Schedule Reports

Automated reports can be scheduled to go out to your team, project contacts, etc. on YOUR schedule with the information you want to share. Reports can give information on insurance review, work completed, enrollment status, and more!

Customize for Your Brand

Personalize CR-Certify® to align perfectly with your business branding. Customize the interface with your company’s colors, creating a seamless, branded experience that feels uniquely yours.

Integrated with

Financial Forecasting

CR Solutions is proud to partner with Maple Insight to bring advanced financial forecasting and subcontractor default risk assessment to your projects. With Maple Insight’s DefaultDoc, gain unparalleled insight into potential risks and proactive strategies for managing them.

Learn More About Maple Insight

Key Features of Maple Insight’s DefaultDoc

Quantified Risk Assessments

Provides precise probabilities of subcontractor default and associated financial exposures, eliminating guesswork from financial planning.

Dynamic Monitoring

Tracks over 210 metrics, including business health and market conditions, recalibrated weekly for up-to-date risk insights.

Comprehensive Risk Tracking

Analyzes direct, indirect, and consequential risks across portfolios, ensuring you’re prepared for any scenario.

Actionable Reporting

Delivers automated, real-time reports with clear strategies for mitigating risks—no extra logins or manual effort required.

Request a Proposal for CR-Certify®
Request a CR-Certify® Demo

Unlock Compliance with CR-Certify®

CR-Certify® takes the manual work out of managing insurance documentation. From certificates and endorsements to policy documents, our platform uses OCR technology and automated workflows to help you enforce contract requirements with greater speed and accuracy.

Say goodbye to chasing vendors and checking PDFs—CR-Certify® helps your internal team streamline insurance review and stay ahead of issues before they become problems.

Streamline Documentation Collection

Let our proprietary software chase those pesky insurance documents down for you! Automate the collection of certificates of insurance, policy endorsements, specific exclusions, full policies, and more based on the need of each of your projects. Say goodbye to manual data entry and hello to efficient documentation management.

Verify Insurance Requirements with Confidence

Using OCR technology, CR-Certify® helps your team track, review, and validate insurance documentation in one central hub. Ensure certificates and endorsements meet contract-specific requirements—and stay audit-ready.

Automate Renewal Requests

Never worry about missed renewals again. CR-Certify® sends renewal requests 10 days before expiration, ensuring seamless continuity of coverage. No more tracking expiration dates in an excel sheet...

Access Up-to-Date Report Data

Stay informed with our intuitive online portal. Anyone on your team can be given access to view immediate insights into contract statuses, reports, and documentation status, empowering you to make informed decisions.

Take Swift Corrective Action

When documentation is missing or insufficient, CR-Certify® automates targeted outreach with language proven to prompt action. Our tested process gets the attention of brokers and subcontractors to minimize project delays.

Enhance Communication Efficiency

Keep everyone on the same page effortlessly. Our responsive communication system ensures timely updates, notifications, and correspondence with subcontractors and brokers.

Track Contract Statuses at a Glance

Effortlessly Navigate Compliance

Easily monitor contract statuses using intuitive icons that group contracts by relationship. Each contract displays a visible request count, offering a quick overview of activity.

Ready to Streamline Insurance Tracking? Let’s Talk!

If you're managing insurance documentation in-house and looking to save time, CR-Certify® Software gives you the tools to do it right. Get in touch with our team to explore how our platform can help you enforce insurance requirements more efficiently.

Get Started

Dive Deeper with Inside Insight Podcast

Join us on the Inside Insight podcast for a special episode with Michelle Kinsley, Vice President of IT and Operations at CR Solutions, as she dives into the advancements and impacts of CR-Certify’s SaaS platform. Gain insider knowledge on how CR-Certify® is revolutionizing compliance management and propelling the industry forward.

Listen now to Michelle’s episode and uncover:

✓Innovative features of CR-Certify® that enhance insurance management.

✓ The evolution of CR Solutions’ software offerings under Michelle’s leadership.

✓ Insights into the future developments planned for CR-Certify®.

Don’t miss out on this exclusive opportunity to learn from the mind behind one of CR Solutions’ greatest assets. Click below to listen to the episode now:

Listen to Inside Insight Podcast

Elevate your understanding and leverage cutting-edge software solutions detailed in this episode. Your journey to streamlined compliance and enhanced operational efficiency starts here.

Listen to the Inside Insight Podcast