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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

For almost thirty years, Recordables has been supplying employers with software solutions to streamline the processes of filing, tracking, and reporting claims. With CertAdvisor, managing compliance for incoming Certificates of Insurance becomes a straightforward task. This innovative software allows for the electronic storage of insurance certificates, identifies any gaps in compliance, and communicates deficiencies to vendors through automated emails or letters. The once tedious job of overseeing thousands of certificates is now significantly simplified. The system also includes features such as reminders for certificates approaching expiration, tracking for various insurance types, unlimited vendor levels to accommodate different requirements, monitoring of liability limits, automation for form letters and emails, notifications to internal departments regarding vendor issues, a detailed vendor notification log, electronic storage for certificates and related documents, notes equipped with a spell check feature, and a variety of standard reports. Overall, Recordables has transformed the way organizations handle insurance compliance and vendor management.

Description

Transfer your certificates from the traditional filing cabinet to a cloud-based solution. With a single platform designed to oversee your organization’s safety management system and training needs, you can say goodbye to outdated static spreadsheets that fail to manage safety effectively. Our innovative Training Matrix guarantees that all employee training and certifications are kept up to date and easily accessible in one centralized location. You will receive alerts for retraining well ahead of expiration dates. WalletCard adds an extra layer of safety by issuing timely reminders to prevent workplace certificates from expiring, promoting a safer environment for all employees. Our system simplifies the entire process of sending, creating, reviewing, updating, and issuing documents. By keeping this vital information organized within a secure database, you can operate with confidence, knowing that your safety management is handled efficiently. With our approach, you can focus on what truly matters—ensuring the safety and well-being of your workforce.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$0.25 per certification
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Recordables

Founded

1992

Website

www.recordables.com

Vendor Details

Company Name

WalletCard

Founded

2015

Country

Canada

Website

mywalletcard.com

Product Features

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Product Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

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