DocuTrax Preliminary Assessment

To better understand your needs, please complete and submit this online questionnaire.

You may also download this form and return via email to: [email protected] or fax to: 973-585-4430.

Contact Information

Tracking Requirements

How many certificates of insurance do you need to track?

Do you need to track policy endorsements? If so, how many?

Do you need to track any other kind of documents? If so, what are they?


Is your data organized and complete?

If not, will you require our assistance?

Do you have a spreadsheet summation of insurance coverage requirements for your Insureds?

If not, do you need us to review leases and/or contracts?

Do you have email addresses for your Insureds?

Timeline and Budget

What is your target date for implementation?

Do you have purchase authority?

If not, what is the process?

Present Situation

Are you tracking COIs now?

If outsourced, to whom?

Why do you want to change?

What is your current overall compliance rate?

Other Needs

Is there anything else we should know?