Who We Serve

Clarity and confidence in contractual insurance compliance.

CertusTrack is designed for insurance brokers and organizations that need to manage the insurance requirements in their contracts. By connecting contractual obligations with supporting insurance documents, CertusTrack helps teams identify gaps, coordinate follow-up, and monitor compliance throughout a business relationship.

Insurance Brokers and Agencies

Help your clients manage the requirements behind the certificate.

Your clients depend on your insurance expertise. When they hire contractors, engage vendors, or lease property, they also need a clear understanding of whether those third parties have provided evidence that meets their contractual insurance requirements.

CertusTrack is designed to help brokers support this process by organizing requirements, collecting documentation, and highlighting items that need attention.

With CertusTrack, brokers can:

  • Support client risk management: Help clients identify missing documents, insufficient limits, and outstanding insurance requirements.
  • Streamline document review: Bring contracts, certificates, and endorsements into a connected workflow.
  • Improve collaboration: Give clients and their teams a shared view of compliance status and unresolved items.
  • Strengthen advisory relationships: Build ongoing conversations around contractual insurance obligations and potential gaps.
  • Expand compliance services: Establish a more consistent process for supporting clients across multiple third parties and projects.

Organizations Managing Third-Party Relationships

Know what your contracts require—and what still needs attention.

Every contractor, subcontractor, vendor, supplier, tenant, and service provider can bring insurance obligations that your organization needs to track.

Those requirements often sit in contracts while certificates, endorsements, and renewal dates are managed through separate emails and spreadsheets. CertusTrack is designed to connect those pieces so your team can make better-informed decisions.

With CertusTrack, organizations can:

  • Understand requirements: Turn contractual insurance language into organized, trackable obligations.
  • Collect supporting evidence: Gather certificates, endorsements, and other required insurance documents.
  • Identify discrepancies: Flag missing documentation, inadequate limits, and other items requiring review.
  • Stay ahead of expirations: Track renewal dates and outstanding requirements as work and relationships continue.
  • Coordinate follow-up: Help risk, legal, procurement, and operations teams work from the same information.
  • Maintain a clear record: Keep requirements, documents, and review activity together for easier reference.

Industries

Built for organizations with complex compliance needs.

CertusTrack is designed to support businesses across industries, including:

Construction and development

Manage insurance requirements across contractors, subcontractors, and projects.

Commercial real estate and property management

Track requirements for tenants, maintenance providers, and property vendors.

Manufacturing and distribution

Organize insurance obligations across suppliers, contractors, and service providers.

Retail and hospitality

Coordinate compliance across locations, vendors, and service agreements.

Healthcare and professional services

Manage insurance documentation for third parties working with your organization.

One connected view of contractual insurance compliance.

Whether you advise clients or manage your organization’s own requirements, CertusTrack helps connect what a contract requires with the evidence provided—so your team can see what is complete, what is missing, and what needs review.

Let’s discuss your compliance needs.

Tell us about the contracts and third parties your team manages, and we’ll walk through how CertusTrack is designed to help.