Docutrax is a managed third-party insurance compliance operation, built and run by licensed insurance professionals. We make sure the coverage your business depends on will actually respond.
Forensic depth, run by specialists who read policies for a living.
What we believe
Service first
Our customers are partners, and we treat them that way.
Honest assessments
We tell you what we find, not what's easy to hear.
We answer fast
Service requests get a response within one business day.
We own the outcome
We take responsibility for the work and that it functions as intended.
Clients
Common questions about working with Docutrax.
What kind of company is Docutrax?
A managed insurance compliance company, built on two disciplines that don't usually live together. Deep insurance expertise without serious technology can't operate at scale. Technology without licensed professionals can't make determinations you can rely on. Docutrax was built as one company doing both: licensed insurance professionals and world-class engineering, delivering insurance compliance as a complete managed function.
What makes Docutrax different from COI tracking software?
Tracking software gives your team a tool; we give you a complete compliance function. Licensed professionals review every document, our team works coverage gaps to resolution with your third parties and their agents, and the platform carries the records, the status, and the reporting. A tracker is something your team operates. Docutrax is an operation your organization relies on.
Who does the work?
Licensed insurance professionals on every account, always US-based, with CRIS-certified Construction Risk Insurance Specialists on construction and high-risk scopes of work. Behind them, a dedicated operations team runs collection, outreach, and remediation day to day. Every compliance determination is made and documented by a licensed reviewer.
How long has Docutrax been doing this?
More than a decade in third-party insurance compliance, with millions of insurance documents reviewed, including more than 300,000 comprehensive policy reviews. The requirement structures, the review methodology, and the platform all come from those years of doing the work.
Why do organizations trust Docutrax?
Because the record is verifiable: 2500+ client accounts across construction, real estate, public entities, and the insurance industry, tens of thousands of third-party relationships under management, and a 92% document collection rate across our programs. Every review, every remediation, every touchpoint is documented, so what we've done for a decade isn't a claim, it's a record.
Is the platform secure?
Yes. SOC 2 Type 2 certified, with encryption in transit and at rest, role-based access, and complete audit trails. Security details live on our Trust & Security page, and our team can take your security review whenever you're ready for one.
