Docutrax

Docutrax is a third-party insurance compliance platform backed by licensed P&C insurance professionals. Organizations that carry contractual insurance requirements across large populations of subcontractors, vendors and tenants use it to know what their coverage actually says, not what a certificate claims.

Most tools in this category track documents. Docutrax reads them. A certificate of insurance is a summary issued for information only. It cannot show an exclusion, and a line of text on it does not create the additional insured status it appears to describe. Every review is performed by licensed professionals, with construction risk work handled by CRIS-certified specialists.

Two decisions define an engagement.

How deep the review goes. Certificate review confirms limits, effective dates and coverage lines against your requirements. Endorsement review goes to the endorsement forms themselves to verify additional insured, waiver of subrogation and primary and non-contributory status. Comprehensive policy review is a forensic read of the policy form for exclusions and coverage response conditions on your highest exposure relationships.

How much of the function Docutrax runs. Self service means your team operates the platform. Expert review means you collect and we evaluate. Managed compliance means Docutrax runs the operation end to end, including direct contact with the third party and their broker until each deficiency is closed.

Requirements are configured to your actual contracts and vary by entity, property, project or relationship type, so scrutiny follows exposure rather than a blanket template. Every submission is retained with version history and a searchable audit trail, so the compliance state of any relationship on any past date can be reconstructed. Reporting runs across hundreds of risk fields.

Docutrax surfaces the facts, administers the workflow, documents exemptions and coordinates escalation. Whether to accept, waive or enforce a requirement remains your decision. We are not your broker and we do not give coverage advice.

More than 2,500 client accounts, over 300,000 policies reviewed since 2017, and more than a decade in market. SOC 2 Type 2, with role-based access and single sign on. Every account has a dedicated US based account manager reachable by phone and email.

Built for general contractors, real estate owners and property managers, and public entities.