Top 5 Insurance Tracking Administrators

When it comes to insurance tracking services, successfully managing risk, compliance, and documentation effectively comes down to finding the right insurance tracking administrator. As regulations evolve and contractual obligations grow, having a reliable insurance tracking administrator can make all the difference in ensuring seamless operations. Managing insurance documentation for contractors and subcontractors requires precision, automation, and a robust system to ensure you’re always protected.

At CR Solutions, we take pride in being a pioneer in insurance tracking with our flagship software, CR-Certify®. With that said, we’ve curated a list of the top 5 insurance tracking administrators, including us, to help you make an informed decision for your insurance tracking needs. The descriptions are taken directly from each vendor’s website. Consider these firms (in no particular order) if you’re getting quotes for your insurance tracking needs.

5) DocuTrax (
[DocuTrax] patent-pending system has changed the paradigm of how certificates of insurance are collected, evaluated and tracked. And [DocuTrax] ability to track any other kind of document significantly enhances its utility, which is limited only by the imagination.

4) TrustLayer (
Track and verify important compliance documents the modern way. Stop the dreaded paper chase – Nobody loves asking for documentation. Let TrustLayer do it for you. TrustLayer also provides Risk Visibility with their Compliance Assistant as well as Insurance Verification services as an additional service.

3) CertFocus (
CertFocus’ certificate of insurance tracking and management services make every element of document management and certification more simple, more efficient and more accurate. CertFocus can improve management of all critical certification processes through a full service, feature-rich risk management solution that addresses ALL your needs.

2) MyCOI (
MyCOI combines industry expertise and customer service to understand our clients’ needs, and deliver the technology and services – like certificate of insurance tracking – to address them.

1) CR-Certify® by CR Solutions (
At CR Solutions, we stand out as industry leaders in insurance tracking services. Our proprietary software, CR-Certify®, revolutionizes the way you manage insurance documentation. We automate the collection and tracking of certificates of insurance, policy endorsements, and exclusions before passing to our staff of insurance professionals to verify documents, ensuring compliance and minimizing risks. With CR-Certify®, you’ll experience streamlined processes, proactive renewal management, and real-time insights into compliance statuses.

  • Elevating Every Contractor to Client Status
    Naturally, we have a lot of great things to say about CR-Certify®. After 20+ years of experience tracking insurance, we have turned insurance tracking into an art form. As a result, we’ve honed our approach to not just meet, but innovate beyond industry standards. Our success story is built on a foundation of treating every contractor with the same care and attention we provide to our direct clients. CR-Certify® embodies this approach, making insurance tracking not just a service, but a transformative experience.
  • Pricing Anchored in Compliance Excellence
    CR Solutions understands that the true worth of our services lies in ensuring compliant insurance coverage rather than merely tallying submissions. CR-Certify® is built upon the value of pricing our services based on compliant insurance rather than by the number of submissions from contractors. It’s this distinct philosophy that sets us apart. By focusing on the quality and comprehensiveness of insurance, we partner with the insured parties to achieve compliance rather than simply track their documents.
  • Seamless Workflow Enhancement with API Connections
    Additionally, at CR Solutions, we recognize that seamless integration is essential to enhancing your existing processes. We understand that your operations are as unique as your projects, which is why we’re committed to offering flexible solutions that seamlessly fit into your workflow. Our API capabilities open a world of possibilities by facilitating connections with third-party systems that you already rely on. This synergy not only streamlines data exchange but also amplifies the efficiency of your processes. With CR-Certify®, you’re not just investing in a stand-alone solution – you’re investing in a dynamic ecosystem that evolves with your needs.
  • Empowering Projects with Dedicated Staff Commitment
    What truly distinguishes CR-Certify® is the commitment of our staff. Our seasoned team comprises dedicated insurance tracking professionals who synergize their expertise with cutting-edge OCR technology. This harmonious blend enables us to meticulously review insurance documents, liaise with brokers and contractors, and craft insurance solutions tailored to the unique demands of each project. This approach ensures that your insurance coverage aligns seamlessly with your project’s scope and requirements- and if for some reason it doesn’t, our team will help you get there!

You can request a proposal, schedule a live demo of our CR-Certify® software, or even preview a demo video for yourself!

Additional Notable Options
While the above list highlights some of the top insurance tracking administrators, there are a couple more options worth considering:

  • Get Jones ( Jones helps property management and construction companies to reduce insurance risk across every property, project, and application. Jones helps real estate and construction firms to remove the barrier of insurance compliance through one software application that integrates with core operating systems.
  • Constrafor ( Automate your COI review process in just a few clicks and we’ll handle the rest. Constrafor allows you to request COIs from your trade partners, automate renewal notifications, manage approvals, and track real-time reports in one place.
  • Ebix RCS ( Ebix is a leading international supplier of on-demand infrastructure exchanges to the insurance, financial, and healthcare industries. In the Insurance sector, the Company’s main focus is to develop and deploy a wide variety of insurance and reinsurance exchanges on an on-demand basis, while also, providing Software-as-a-Service (“SaaS”) enterprise solutions in the area of CRM, front-end & back-end systems, outsourced administrative and risk compliance.

Finding the right insurance tracking administrators is essential for maintaining compliance and minimizing risks in your business operations. Each of the mentioned companies offers unique features and advantages. By leveraging the power of these platforms, businesses can streamline their insurance documentation processes and stay ahead of compliance requirements.

Navigating the intricate realm of insurance tracking requires more than just software – it demands a holistic approach driven by experience, diligence, and unwavering dedication. Whether it’s the innovative features of CR-Certify® or the specialized approaches of other administrators, the goal remains the same: to provide a seamless insurance tracking experience in an ever-changing landscape.

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