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Choose Your Plan

DOCUTRAX is available in several service tiers. From full-service to self-service or somewhere in between, our team stands ready to design a plan that works best for your particular needs. Call 855-747-5866 for a quote today.

To better serve you, please tell us a little about yourself.

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    • Risk Manager
    • Powerful features for your self-managed compliance program
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    • Included in Risk Manager:
    • Collect, review, track, report
    • Custom letter templates
    • Context-sensitive notifications
    • Expiration monitoring
    • Pushed email alerts
    • Real-time 24x7
    • Any number of users
    • White box branding
    • MOST POPULAR OPTION
    • RM Professional
    • The professional full-service compliance management program
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    • Included in RM Professional:
    • Everything in Risk Manager, PLUS:
    • Licensed account manager
    • All data entry and updating
    • Full compliance evaluation
    • Broker/Insured phone/email follow up
    • Deficiency resolution
    • Scheduled reviews
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    • RM Enterprise
    • The complete ERP integrated compliance management system
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    • Included in RM Enterprise:
    • Everything in RM Professional, PLUS:
    • Contract review
    • Data analysis
    • Consultation
    • Single sign-on
    • Legacy system integration
    • Service level agreement
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Regardless of whatever tier you choose, all these system features are available to you.

Frequently Asked Questions

How is the self-managed plan different than the full-service plan?

With a self-managed plan, we get you properly set up, teach you how to use the system, and you are then in charge. With full-service, we are responsible for the comprehensive, detailed management of your entire compliance program. Users of the full-service plan have complete access to the system at any time on any device. See the individual plan details.

What is the onboarding process?

We have a well-established and efficient procedure for orderly organization, configuration and implementation from inception to activation, and training of all your personnel is included. We want to make sure that all your expectations are met and there are no surprises. Learn more about Onboarding.

What other fees are there?

NONE! You pay a subscription fee based on the number of COIs or documents being tracked; there are no other expenses. System updates, training and technical support are all included in every subscription.

How many users can I have?

DOCUTRAX allows for any number of your employees to have permission-based acccess to the system.

Can I store inactive data in the system?

20 Gigabytes of storage is included with every Plan, and there is no charge for inactive items no longer being tracked by the system.

For more information see our Acceptable Use Policy.

Join the Docutrax Community

Strengthen your risk management practices and protect your business. Join the growing family of public and private companies and public entities who benefit from their own DOCUTRAX certificate of insurance tracking program.

Join Us.