Third-party insurance compliance, managed end-to-end.
Licensed experts run your entire compliance function, backed by a platform built on decades of risk management expertise.
Trusted to manage third-party insurance compliance at scale.
5 Million+
New York
SOC 2
300K+
Raising the standard for third-party risk management across the built environment.
The infrastructure your compliance runs on.
Designed based on how the insurance ecosystem actually works.
One operation. Configured to your industry.
Docutrax adapts to the way your compliance function flows. From structure to workflows to depth of review.
General contractors
Every subcontractor, trade, project, verified to the coverage your subcontracts require.
Public entities
Vendors, contractors, and public works held to compliance worthy of the public you serve.
Real estate owners and property management
Tenants, vendors, and contractors across your whole portfolio, however large or complex.
Carriers & MGAs
Give your insureds risk transfer that holds at claim time, and protect your underwriting profit.
Brokers and Agents
Differentiate your firm with managed compliance oversight, without adding review work for your team.
Other industries
Fully-managed compliance, wherever your operation depends on third parties
After struggling for years
we at last found the right solution provider.
Chief Risk Officer
Public REIT
Insurance evaluated at the depth the risk requires.
Some relationships need a verified certificate. Others need a forensic read of the entire policy. We evaluate at the depth each of your relationships requires.
What stands behind every review.
Property and Casualty
licensed insurance professionals
CRIS Certified
Construction Risk Insurance Specialists
New York Labor Law
Deep expertise in
NY Labor Law 240/241
US-based account managers
Dedicated experts,
never offshored
One process. Applied at the right depth.
Coverage lapses, renews, and shifts. The operation runs continuously so it never falls out of compliance: collect, evaluate, resolve, renew.
Common questions about working with Docutrax.
What does Docutrax actually do?
We become your third-party insurance compliance function: the team, the platform, and the licensed expertise your organization would otherwise have to build and staff itself. Your contracts require your vendors, subcontractors, and tenants to carry specific coverage; we're the ones who make sure they actually do, and when coverage falls short, we work the gap until it's fixed. What you get is real risk transfer: the ability to tender a claim to your third party's insurance instead of absorbing a loss that was never supposed to be yours. And you get a team that helps you design, build, and operate a best-in-class
compliance program, one that lifts the burden off your people while giving them the insight, information, and
tooling to do their jobs better and faster.
Is this software or a service?
Genuinely both, and that's the point. Software alone can't close a coverage gap, adjust requirements as your operations evolve, or bring judgment to a determination. A service without serious technology can't run at scale or give your team the visibility and tooling they need. Docutrax was built as a single, unified function: licensed professionals and purpose-built infrastructure operating together, in whatever proportion of managed and self-directed fits your organization.
We already track certificates with software. How is this different?
Two things. First, the software itself: most tracking tools store documents and dates, while ours was designed from decades of insurance and risk management experience to produce real insight from your compliance data, run efficiently at scale, and meet enterprise security standards. Second, what no software can do on its own: work a deficient submission with the third party until coverage is corrected, adjust requirements as your contracts and operations evolve, or bring market judgment to the conversation when a broker pushes back. That takes licensed professionals with years in the market. Tracking shows you the gaps. We close them.
Who is actually reviewing our documents?
Licensed insurance professionals on every account, always US-based. When the work involves subcontractors or vendors performing higher-risk scopes, in jurisdictions where policy language is the difference between a successful tender and a multimillion-dollar claim you absorb, review is handled by CRIS-certified Construction Risk Insurance Specialists. Over 300,000 reviews across 10+ years, every determination made and documented by a licensed reviewer.
What happens when a vendor doesn't meet our requirements?
We issue a cure notice directly to the vendor: what's wrong, what the contract requires, what needs to change. We work the gap to resolution, engaging the third party and their agent directly, and document every touchpoint. Your team sees the status. We close the coverage gaps.
How does pricing work?
Three independent dimensions: how much of the operation you place with our team, how deep the review goes, and the size of your third-party population. Adjust any one without changing the others. No surprise fees. See Ways to Work With Us or talk to our team, and we'll size it against what your program costs you today.
Do you have a vendor pay option?
Yes. Program costs can be carried by your vendors and subs as a condition of doing business with you, at no cost to your budget. Talk to our team about whether it fits how your program is structured.
What does getting started look like?
We design the program around your organization: the platform is configured to match how your entities, projects, and teams are structured, and your requirement profiles are built from your actual contracts. From there, our team takes it: outreach, collection, review, and remediation
Build the compliance program your exposure demands.
Schedule a conversation with a team that understands your world. We’ll talk through your third-party risk, show you the platform, and how we’d run compliance the way your exposure demands