Never Miss an Expiring Certificate Again
Stop losing deals to expired insurance certificates. Automated tracking and alerts that actually fit small agencies — and their budgets.
Start Free TrialWhat We Offer
AI-Powered PDF Extraction
Upload any certificate of insurance PDF and our AI extracts the key fields — insurer, policy number, coverage dates, limits — automatically. No manual data entry, no typos, no spreadsheets to maintain.
Automated Expiry Alerts
Set it once, forget it. CertTrack Lite monitors every certificate and fires email or SMS alerts at 30, 15, and 5 days before expiry. Your team stops playing catch-up and starts proactive outreach instead.
Vendor Compliance Dashboard
See every certificate in one place. Filter by carrier, coverage type, or agent. Spot gaps before your clients do. Move from reactive panic to organized confidence — even if you manage 5 or 50 subcontractors.
Built for Small Teams
No enterprise AMS required. No six-figure software contracts. CertTrack Lite was designed specifically for agencies and contractors who need the job done, not a learning curve. Most users are up and running in under 10 minutes.
Why Existing Options Fall Short
Full agency management systems like AMS360 or Benefit Resources come loaded with features small agencies don't need — and price tags to match. Most independent shops with fewer than 10 agents can't justify the cost or complexity for what amounts to a tracking problem.
Platforms like MyCOI or Agora were built for broader use cases. The result is feature bloat and configuration overhead that makes simple tasks like adding a new vendor feel like onboarding enterprise software.
The current default for most small agencies. Shared Excel sheets and inbox folders rely on human memory to catch expirations. They don't scale, they don't alert, and they leave no audit trail when something slips through.