Workflow Management
Time Saving Features---Time Saving Benefits!
Woven throughout CertainCert is a robust workflow management system that enables you to define how much, or how little, you wish to monitor the cert management process. Built into CertainCert is a workflow management center which alerts you to what should be done versus what should I do next to managing my certificates. Complex analysis of your risk data is routine in CertainCert!
As a result, CertainCert Incoming product provides the most accurate exposure information on any given project or customer account. Analysis and validation of coverage are only a button click away. To help you better manage risk, CertainCert compares the details of a cert with industry standard rankings of AM Best rating insurers. You know instantly whether a cert meets your organization's minimum standards. Volume data entry is a breeze with using our EnterCert data entry product, which support OCR scanning.
With the CertainCert Outgoing product, you have the ability to print and/or email only that coverage information requested by the cert holder. This means that additional confidential information, such as total limits on coverage and additional data not originally requested, is kept confidential.
WORKFLOW MANAGEMENT CAPABILITIES:
- Change and re-name holder or insured information - a onetime update to affect all certs
- Ability to create your own custom ad hoc reports Search, display or print archived certs instantly
- Track certs by organization, dates, projects, vendors, descriptions and user defined custom fields for tracking
- Create Companies, Contacts, Certificates, Attachments, Letters
- CertainCert provides user id and password security
- Export reports to common word processing file formats, including Excel, PDF, and Word
- Incoming processing capabilities:
- Certificate Validation
- Non-Compliance Letter/eEail processing
- Renewal Letter/Email processing
- Request Letter/Email processing
- Outgoing processing capabilities:
- Certificate printing
- Certificate emailing
- Incoming Certificate Data Entry
- Quick and efficient data entry
- Import OCR Scanned Certificates
... and much more!
With CertainCert, you can spend more time on the rest of your job, and less time monitoring, entering and compiling information about your Certs!