TrackCertsNow is a leading software that allows businesses to easily manage and validate certificates of insurance from partners through automated workflows. It stores certificates and related documents, measures compliance with requirements, and provides automatic expiration notifications. The software gives users centralized access and storage of certificates for 10 years, helps ensure consistent verification processes, and offers both self-service and full-service options managed by Ebix BPO, the largest provider of certificate monitoring services.

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!