VersiTrax New Release of Our COI Tracking System!

New Release of Our COI Tracking System!

VersiTrax is very excited to announce the newest release of the certificates of insurance (COI) tracking system!  Even though our clients love our solution, we are always improving our system and releasing new features based on feedback from clients.  Last week we released our newest version (2.0) of our COI tracking solution and it included feedback over the last 6 months.  Here’s an overview of what you can expect:

  • Enhanced and simplified user interface
  • Direct access to COI forms – ability to edit the actual Acord form
  • Add supporting file attachments to a COI
  • Canned reports with single click from navigation
  • Ability to send out custom letters direct from the COI page
  • Added scanning for older version of Acord forms
  • Added scanning for W9 and other custom forms
  • Simplified Requirements Management
    • Abiliity to place requirements into Groups
    • Ability to assign Requirement Groups directly within the vendor management
  • Time zone settings per client

For a demo of our newest release, please give Kyle Evans a call at 414-376-8704.

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