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TrackCertsNow is a leading enterprise web-based software available today that provides complete
validation of every certificate of insurance your business receives from partners, suppliers, vendors,
subcontractors, tenants and more. Now you can easily manage all insurance requirements and contract
agreement commencement dates against your contractual requirements.

Managing the lifecycle of insurance certificates has never been simpler.

HOW IT WORKS
Certificates are received via fax integration or scanned into our system and stored as an image along with
any other key contractual information. You have complete access to:

                                          Measures certificates and endorsements to your custom requirements
                                          Weekly validation of carriers against AM Best Ratings
                                          Certificate override for special exceptions
                                          Documented history of certificate status and review process

                                          Automatic reporting on certificate expirations, carrier rating downgrade, expired status
                                          and cancellations
                                          Centralized certificate storage repository available through the web 24/7
                                          Instant, online access indemnitor or vendor status

                                          Automatically creates and sends unique indemnitor correspondence letters
                                          Electronically receives and manages faxed certificates
                                          Accepts vendor or coverage notes to online certificate files



Please see other side for more details.
TRACKCERTSNOW GIVES YOU:
                                                                 TWO LEVELS OF SERVICE AVAILABLE:
[   Centralized document storage for 10 years of all
                                                                 Self Service is an ASP self managed
    certificates received, related notes,
                                                                 solution. It provides an automated system
    correspondence and managerial actions
                                                                 that allows you to quickly, easily, and
[   Contributes to compliance with Sarbanes-Oxley
                                                                 accurately review and validate your
    by ensuring consistent and automated certificate
                                                                 company’s insurance certificates. Ebix BPO
    verification processes
                                                                 will handle the data entry tasks while also
[   Online and Telephone Support
                                                                 safeguarding your data.
[   Product Upgrades (as released)
[   Online real time management and compliancy
                                                                 Full Service is a professionally managed
    reports available 24/7
                                                                 Business Process Outsource service that
[   Minimized chance of assuming unintended risk
                                                                 performs all activities associated with your
[   Reduce exposure to litigation and financial loss
                                                                 certificate tracking and monitoring and
[   Enforces uniform standards throughout the
                                                                 handles all related correspondence with
    organization
                                                                 tenants, vendors, contractors, and others.
[   Provides access to key staff in field locations




                                                      ABOUT EBIX BPO
                                                       With over 1000 clients Ebix BPO is the largest provider of
                                                       Insurance Certificate Monitoring Services in the United States.
                                                        We have a suite of web-based enterprise software products that
                                                        automate and manage either the issuance or tracking of
                                                         certificates of insurance. Agents, brokers, policy holders and
                                                         even direct clients will realize increased efficiency when either
                                                          tracking or issuing certificates of insurance.



                                                            Global Headquarters:
               The industry’s largest provider of           5 Concourse Parkway, Suite 3200
                                                             Atlanta, GA - 30328
               certificate management solutions
               and services.                                  SALES: kpaul@ebix.com
                                                              (678) 281 2023

                                                                www.confirmnet.com | www.EBIX.com



                     To schedule a web meeting and demonstration,
                      please contact an Ebix BPO associate today!

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Certificate Tracking Engine- TrackcertsNow

  • 1. TrackCertsNow is a leading enterprise web-based software available today that provides complete validation of every certificate of insurance your business receives from partners, suppliers, vendors, subcontractors, tenants and more. Now you can easily manage all insurance requirements and contract agreement commencement dates against your contractual requirements. Managing the lifecycle of insurance certificates has never been simpler. HOW IT WORKS Certificates are received via fax integration or scanned into our system and stored as an image along with any other key contractual information. You have complete access to: Measures certificates and endorsements to your custom requirements Weekly validation of carriers against AM Best Ratings Certificate override for special exceptions Documented history of certificate status and review process Automatic reporting on certificate expirations, carrier rating downgrade, expired status and cancellations Centralized certificate storage repository available through the web 24/7 Instant, online access indemnitor or vendor status Automatically creates and sends unique indemnitor correspondence letters Electronically receives and manages faxed certificates Accepts vendor or coverage notes to online certificate files Please see other side for more details.
  • 2. TRACKCERTSNOW GIVES YOU: TWO LEVELS OF SERVICE AVAILABLE: [ Centralized document storage for 10 years of all Self Service is an ASP self managed certificates received, related notes, solution. It provides an automated system correspondence and managerial actions that allows you to quickly, easily, and [ Contributes to compliance with Sarbanes-Oxley accurately review and validate your by ensuring consistent and automated certificate company’s insurance certificates. Ebix BPO verification processes will handle the data entry tasks while also [ Online and Telephone Support safeguarding your data. [ Product Upgrades (as released) [ Online real time management and compliancy Full Service is a professionally managed reports available 24/7 Business Process Outsource service that [ Minimized chance of assuming unintended risk performs all activities associated with your [ Reduce exposure to litigation and financial loss certificate tracking and monitoring and [ Enforces uniform standards throughout the handles all related correspondence with organization tenants, vendors, contractors, and others. [ Provides access to key staff in field locations ABOUT EBIX BPO With over 1000 clients Ebix BPO is the largest provider of Insurance Certificate Monitoring Services in the United States. We have a suite of web-based enterprise software products that automate and manage either the issuance or tracking of certificates of insurance. Agents, brokers, policy holders and even direct clients will realize increased efficiency when either tracking or issuing certificates of insurance. Global Headquarters: The industry’s largest provider of 5 Concourse Parkway, Suite 3200 Atlanta, GA - 30328 certificate management solutions and services. SALES: kpaul@ebix.com (678) 281 2023 www.confirmnet.com | www.EBIX.com To schedule a web meeting and demonstration, please contact an Ebix BPO associate today!