Frequently Asked Questions

How many of either the same or different Types of Certificates of Insurance (CoI) can any one subcontractor / vendor / other have?
How many Types of Certificates of Insurance can be entered at any one time?
How does the data get entered and how do the reports look?
How does the DemoDataUtility work?
Why does CertTracker recommend entering only one Type of Certificate of Insurance at a time?
When loading a previously saved Adobe report, the report will not display, why?
When can a person enter more than one Type of Certificate of Insurance at a time?
When should the Save Certificate button on the main screen at the lower, right side be selected?
Are updates free?
How will I know when there are updates?
With payments for CertTracker done for a period at a time (one month, three months, six months and twelve months), how do we know when it is time to renew the subscription?
How can I find out how many days are left in my current subscription?
Why isn’t there a huge licensing requirement deal being made about the program?
How can a subscriber advise The Insurance Tools of additional features / functions that they would like to see?
What additional functions are currently being worked on?

Q:        How many of either the same or different Types of Certificates of Insurance (CoI) can any  one subcontractor / vendor / other have?
A:         As many as needed

Q:        How many Types of Certificates of Insurance can be entered at any one time?
A:         Four (Property, Liability, Workers Comp and Other)

Q:        How does the data get entered and how do the reports look?
A:         Give our test data a trial by downloading our DemoData Utility. Your current information will be automatically backed up and can be restored with the DemoData Utility at any time.

Q:        How does the DemoDataUtility work?
A: This is a separate ulitility program that allows a sample database to be downloaded into your computer. You can always use this ulility without loosing previously entered data. Once the sample database is removed, you will need to re-install the ulitility to run again.

Q:        Why does CertTracker recommend entering only one Type of Certificate of Insurance at a time?
A:         Better tracking and reporting capabilities

Q:        When loading a previously saved Adobe report, the report will not display, why?
A:         Update most recent Adobe Acrobat Reader free at www.adobe.com

Q:        When can a person enter more than one Type of Certificate of Insurance at a time?
A:         When one policy, with the same insurance company, effective/ expiration dates, and policy number are the same.  Note:  It is not recommended to enter more than one Type of Certificate of Insurance at a time.  The reason is, the program will only show one of the Types of Insurance that has been entered, making it difficult for the subscriber to track the other three. 

Q:        When should the Save Certificate button on the main screen at the lower, right side be selected?
A:         Every time you come back to the Main Screen or the button is not muted.

Q:        Are updates free?
A:         Yes

Q:        How will I know when there are updates?
A:         The Insurance Tools will e-mail you with download instructions

Q:        With payments for CertTracker done for a period at a time (one month, three months, six months and twelve months), how do we know when it is time to renew the subscription?
A:         The program will automatically let you know five days in advance.

Q:        How can I find out how many days are left in my current subscription?
A:         Go to the top left of the main screen, select Help and then About  and the number of remaining days are displayed.

Q:        Why isn’t there a huge licensing requirement deal being made about the program?
A:         CertTracker is designed so only one subscriber can use the registration number number on any one computer.  

Q:        How can a subscriber advise The Insurance Tools of additional features / functions that they would like to see?
A:         Use the Contact Us feature on the website:  www:theinsurancetools.com.  Preferred format is Function Title:  :  Description of Function:  Subscribers Name: and Subscribers E-mail address.

Q:        What additional functions are currently being worked on?
A:                    

  • Communication module with email, fax and letter functions
  • Scanning of Certificates for documentation coordination
  • Multiple users can access and enter the data
  • Allowing for the Subcontractor / Vendor / Other companies to be assigned to more than one Company/Division.
  • Allowing for a Company/Division to be assigned to more than one Subcontractor / Vendor / Other to be assigned to more than one     Company / Division.
  • Ability to select from an alpha list of insurance agents previously entered for a particular subcontractor / vendor / other.
  • Define Insurance Requirements for Property, Liability and Workers Comp which then defaults and displays the pre-defined requirements when selecting for new certificate entry.
  • For reporting purposes, ability to select Company / Division and Subcontractors / Vendors / Other together and separately.
  • On the reports themselves, feature allowing pagination within the headers allowing for easier to read reports.
  • Additional features we can do at the request of our subscribers.
  • Ability to change the spelling of a Company /  Division and / or Subcontractor / Vendor / Other without creating a new name.