VersiTrax Pricing

At VersiTrax, our pricing model is just as simplified and straightforward as our solutions. With any document management and COI tracking solutions out there, there are onboarding expenses, monthly reoccurring costs and contract terms. Here is how VeriTrax uncomplicates it:

Onboarding: Zero costs…. Yes, you read that correctly… zero! We have no onboarding costs of any of our solutions, and this is not a gimmick to attack new clients. Because our solutions are built on AWS (Amazon Web Services), we have the scalable and robust capabilities that no one else has, which empowers us to streamline our onboarding process. So while our competition’s onboarding takes several weeks of effort, our typical onboarding only takes two days. Our onboarding includes all project management, loading of all client documents/COIs, and training.

Contracts: Throughout our several years of business experience, we learned that contracts do not help either party, except for locking in clients so that they cannot easily leave if they are not fully satisfied. At VersiTrax, we do not have contracts at all. We believe strongly in our solutions and we are confident that our clients will stay with us not because they are forced to by a contract, rather that they know that our solutions are the best. All client engagements are month-to-month, but we do offer discounts to clients who are interested in prepaying for a year in advance.

Reoccurring: With having clients in different industries, various tracking and reporting needs, retention rates all over the board, and VersiTrax having more than one solution, we have developed a simple pricing model that is easiest for both our clients and us. Our monthly pricing for document management and COI tracking is a sliding scale (depends upon the amount of vendors) and prices range from $0.50 to $5/vendor/month. This includes unlimited amount of COIs or documents and also includes the retention of up to 20 years. System backups, disaster recovery and even audit assistance is all included.

To get a custom proposal that will meet your specific business requirements and needs, please complete our Request a Quote form. A member from our account team will reach out to provide you with pricing that is exclusive to your organization.

  • Solo
  • $79 /month

  •   Maximum Relationships
  •   Optical Character Recognition (OCR)
  •   ACORD Forms Support
  •   Custom Forms Support
  •   Certificate Management
  •   Requirement Group Configuration
  •   Custom WorkFlow Rules
  •   Custom WorkFlow Rules
  •   Vendor Self-Service
  •   Inbound Fax Line
  •   Outbound Fax Line
  •   Reporting
  •   Certificate Status
  •   Vendor Status
  •   Report Exporter
  •   Custom Report Generator
  •   Report Mailer
  •   Report Scheduler
  •   Administration
  •   User Accounts
  •   Import
  •   Security
  •   SSL Encryption
  •   Setup & Support
  •   Integrated Knowledgebase
  •   Integrated Support System
  •   Dashboard With Real-time Notices & Statistic
  •   Dedicated Account Manager
  •   Onboard Assist
  • Bronze
  • $395 /month

  •   Maximum Relationships
  •   Optical Character Recognition (OCR)
  •   ACORD Forms Support
  •   Custom Forms Support
  •   Certificate Management
  •   Requirement Group Configuration
  •   Custom WorkFlow Rules
  •   Custom WorkFlow Rules
  •   Vendor Self-Service
  •   Inbound Fax Line
  •   Outbound Fax Line
  •   Reporting
  •   Certificate Status
  •   Vendor Status
  •   Report Exporter
  •   Custom Report Generator
  •   Report Mailer
  •   Report Scheduler
  •   Administration
  •   User Accounts
  •   Import
  •   Security
  •   SSL Encryption
  •   Setup & Support
  •   Integrated Knowledgebase
  •   Integrated Support System
  •   Dashboard With Real-time Notices & Statistic
  •   Dedicated Account Manager
  •   Onboard Assist
  • Silver
  • $695 /month

  •   Maximum Relationships
  •   Optical Character Recognition (OCR)
  •   ACORD Forms Support
  •   Custom Forms Support
  •   Certificate Management
  •   Requirement Group Configuration
  •   Custom WorkFlow Rules
  •   Custom WorkFlow Rules
  •   Vendor Self-Service
  •   Inbound Fax Line
  •   Outbound Fax Line
  •   Reporting
  •   Certificate Status
  •   Vendor Status
  •   Report Exporter
  •   Custom Report Generator
  •   Report Mailer
  •   Report Scheduler
  •   Administration
  •   User Accounts
  •   Import
  •   Security
  •   SSL Encryption
  •   Setup & Support
  •   Integrated Knowledgebase
  •   Integrated Support System
  •   Dashboard With Real-time Notices & Statistic
  •   Dedicated Account Manager
  •   Onboard Assist
  • Gold
  • $1,295 /month

  •   Maximum Relationships
  •   Optical Character Recognition (OCR)
  •   ACORD Forms Support
  •   Custom Forms Support
  •   Certificate Management
  •   Requirement Group Configuration
  •   Custom WorkFlow Rules
  •   Custom WorkFlow Rules
  •   Vendor Self-Service
  •   Inbound Fax Line
  •   Outbound Fax Line
  •   Reporting
  •   Certificate Status
  •   Vendor Status
  •   Report Exporter
  •   Custom Report Generator
  •   Report Mailer
  •   Report Scheduler
  •   Administration
  •   User Accounts
  •   Import
  •   Security
  •   SSL Encryption
  •   Setup & Support
  •   Integrated Knowledgebase
  •   Integrated Support System
  •   Dashboard With Real-time Notices & Statistic
  •   Dedicated Account Manager
  •   Onboard Assist
  • Platinum
  • $1,995 /month

  •   Maximum Relationships
  •   Optical Character Recognition (OCR)
  •   ACORD Forms Support
  •   Custom Forms Support
  •   Certificate Management
  •   Requirement Group Configuration
  •   Custom WorkFlow Rules
  •   Custom WorkFlow Rules
  •   Vendor Self-Service
  •   Inbound Fax Line
  •   Outbound Fax Line
  •   Reporting
  •   Certificate Status
  •   Vendor Status
  •   Report Exporter
  •   Custom Report Generator
  •   Report Mailer
  •   Report Scheduler
  •   Administration
  •   User Accounts
  •   Import
  •   Security
  •   SSL Encryption
  •   Setup & Support
  •   Integrated Knowledgebase
  •   Integrated Support System
  •   Dashboard With Real-time Notices & Statistic
  •   Dedicated Account Manager
  •   Onboard Assist
  • Enterprise
  • CALL

  •   Maximum Relationships
  •   Optical Character Recognition (OCR)
  •   ACORD Forms Support
  •   Custom Forms Support
  •   Certificate Management
  •   Requirement Group Configuration
  •   Custom WorkFlow Rules
  •   Custom WorkFlow Rules
  •   Vendor Self-Service
  •   Inbound Fax Line
  •   Outbound Fax Line
  •   Reporting
  •   Certificate Status
  •   Vendor Status
  •   Report Exporter
  •   Custom Report Generator
  •   Report Mailer
  •   Report Scheduler
  •   Administration
  •   User Accounts
  •   Import
  •   Security
  •   SSL Encryption
  •   Setup & Support
  •   Integrated Knowledgebase
  •   Integrated Support System
  •   Dashboard With Real-time Notices & Statistic
  •   Dedicated Account Manager
  •   Onboard Assist

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