What We Do
CertusTrack is a contract compliance platform designed to help organizations manage the insurance obligations of contractors, subcontractors, vendors, suppliers, tenants, and other third parties.
By connecting contract requirements, insurance documents, and ongoing monitoring in one workflow, CertusTrack helps your team understand what is required, identify missing evidence, and follow through on unresolved issues.
Less manual work. Clearer visibility. More informed decisions.
Insurance requirements often live in contracts, while certificates of insurance, endorsements, and renewal information are scattered across inboxes, spreadsheets, and shared folders. That separation makes it difficult to determine whether the documents on file support the requirements in the agreement.
CertusTrack is designed to connect those pieces—from identifying obligations to collecting evidence, checking for gaps, and monitoring outstanding requirements.
CertusTrack’s intended workflow uses technology to extract insurance requirements from contracts and organize them into structured obligations. These may include coverage types, limits, additional insured requirements, and required endorsements.
The benefit: Your team spends less time searching through contract language and gains a consistent starting point for reviewing compliance.
Bring certificates of insurance, endorsements, and other supporting documents into a centralized workflow associated with the relevant third party and contract.
The benefit: Reduce time spent searching email and folders. Give your team a clearer view of what has been received and what still needs follow-up.
CertusTrack is designed to compare submitted insurance evidence against contractual obligations and flag potential gaps for review, such as insufficient limits, missing endorsements, or expired documents.
The benefit: Focus your team’s attention on exceptions that require action and support more consistent reviews.
For example, if a contract requires $5 million in liability limits and additional insured status, evidence showing only $1 million and no supporting endorsement would be flagged for follow-up.
Compliance requires attention throughout a relationship. CertusTrack’s intended workflow tracks expiration dates, outstanding documents, and unresolved exceptions as work continues.
The benefit: Help your team address upcoming renewals and open issues before they become larger operational problems.
Our Services
CertusTrack is designed to help insurance brokers and organizations manage the insurance obligations in their contracts—from identifying requirements and collecting documents to reviewing evidence and monitoring renewals.
Bring contracts, insurance documents, compliance tasks, and outstanding issues into one connected workflow.
Understand what each agreement requires.
CertusTrack helps identify and organize contractual insurance requirements, including coverage types, minimum limits, additional insured requirements, and required endorsements. Translate contract language into structured obligations your team can track.
Simplify the process of gathering evidence.
Manage requests for certificates of insurance, endorsements, and other supporting documents from contractors, subcontractors, vendors, suppliers, tenants, and their insurance representatives. Keep documents connected to the appropriate organization, contract, or project.
See where documentation falls short.
Compare submitted insurance evidence against the requirements in the contract. Flag insufficient limits, missing endorsements, expired documents, and other discrepancies for review and follow-up.
A certificate on file is a starting point. CertusTrack helps your team determine whether the documentation supports the contractual requirements.
Keep unresolved items moving toward resolution.
Organize outstanding requests, assign follow-up responsibilities, and track exceptions through review. Give your team a clear view of what is missing, who needs to act, and which issues remain open.
Maintain visibility throughout the contract relationship.
Track insurance expiration dates and upcoming renewals to help teams request updated evidence before existing documentation expires. Identify overdue items and changing compliance status while work continues.
Make compliance information easier to find and use.
Maintain contracts, insurance evidence, review activity, and outstanding issues in one place. Help risk management, procurement, operations, and leadership understand compliance status across third parties and projects.
Reduce repetitive work across your technology systems.
CertusTrack’s integration approach is designed to connect compliance activity with email, collaboration tools, CRM systems, and other business applications. The goal is to streamline document intake, notifications, and task coordination across the tools your team uses.
Technology & integrationsAutomating repetitive steps can reduce the administrative effort involved in collecting documents, organizing requirements, and identifying discrepancies. Your team can devote more attention to resolving exceptions, working with third parties, and making informed approval decisions.
CertusTrack is designed to help organizations:
CertusTrack brings contractual insurance compliance into a connected process:
The result is a clearer understanding of where documentation supports your requirements, and where your team needs to act.
For insurance brokers, CertusTrack is designed to support clients with a more organized approach to contractual insurance compliance.
For organizations managing third parties, CertusTrack helps bring consistency and visibility to insurance requirements across contractors, subcontractors, vendors, suppliers, and tenants.
Spend less time chasing documents and more time resolving the gaps that need attention. Connect the contract. Collect the evidence. Track compliance.
Tell us a bit about your team and we'll be in touch within one business day.
Someone from our team will reach out within one business day to schedule your walkthrough.
