Trusted by brokers, agents, and the clients they serve.
Your client's risk depends on the coverage their third-party relationships maintain.
Your clients count on third-party insurance to transfer risk. We verify that coverage across every relationship, against the contractual requirements you help put in place, so the program you built actually responds.
A managed compliance layer for the clients you serve.
Strengthen your firm’s commercial position.
The brokers winning competitive deals aren't competing solely on premiums. They're bringing strategic services to the conversation. Docutrax becomes part of that offering.
Compete on advisory services, not price
Position your firm as the partner who brings strategic risk management to the table, not just competitive premiums. Bringing Docutrax in turns third-party compliance into a service your clients receive through your relationship.
Proactive client conversations
powered by visibility
See compliance status across every client we manage for your firm. Walk into reviews with specifics. “Three of your subcontractors are missing additional insured endorsements” beats “how's everything going.”
Strengthen renewals with the carriers
Portfolio-level compliance data shows carriers that your clients actively manage third-party risk. Better-positioned risk, better renewal conversations.
Expand the value you deliver and the revenue you earn
Bringing Docutrax into client engagements opens a revenue stream alongside the value your clients get.
Insurance reviews, calibrated to the risk.
Different relationships carry different exposure. We've reviewed thousands of policies across vendors, contractors, and tenants, and we help you and your client set the right depth for each.
The platform your clients' compliance runs on.
The system of record for your clients' third-party compliance, holding every certificate, endorsement, finding, and resolution for the full life of the exposure. It works with the agency management systems you already run.
A claim can land years after a job wraps or a vendor moves on. Be prepared with the proof of what was covered and who verified it. Your AMS won't have it. Their broker and agent won't keep it. We will.
The chase stops being your client's problem. And yours.
The Problem
When a third party's coverage falls short, someone gets the call. Your client's team, their procurement office, or you. 'Why isn't the additional insured on my vendor's COI?' 'Why did this certificate expire?' None of it is work your team signed up for.
How We Work It
Chasing it down is on us, not you and not your client. Plain English with the third party, the technical conversation with their broker and agent, and the follow-up never touches either of your teams.
Your client stops chasing
Third-party verification handled directly between us and their counterparties
Your clients stop fielding the calls
"What's wrong with my COI" conversations no longer route through their team
Your client relationship strengthens
Deliver a managed solution, not software that needs management
What managed third-party insurance compliance looks like for your clients
Common questions about working with Docutrax.
My team already reviews vendor certificates for clients. Why change?
Because it's uncompensated work that carries your E&O; on determinations nobody documents, and it consumes hours your team should be spending on placements, renewals, and new business. We take that work over as a formal operation: licensed reviewers, documented determinations, cure notices, and remediation worked to resolution, with your client's requirements as the standard, and full policy review available where the exposure calls for it. Your team gets back to the work that grows the book, and your client gets a fully staffed compliance operation that came from you.
What does my client actually get?
A managed compliance operation across their vendors, tenants, or subs: collection, review by licensed professionals, remediation to close coverage gaps, and continuous monitoring, at certificate, endorsement, or full policy depth depending on the exposure. Their team stops chasing documents and starts seeing live status. You get an account that's harder to displace because the compliance function is handled and it came from you.
Can we offer this under our own brand?
Yes. The program can be white-labeled so your clients experience it as your compliance offering: your brand on the communications and the platform experience, with Docutrax running the review, remediation, and operations behind it. Their compliance function comes from you, and it's staffed by licensed professionals from day one.
Can you help us win new business?
Yes, and brokers partner with us for exactly that. We support you as needed for pitches and RFP responses, bringing the compliance operation into your proposal as a capability the incumbent likely can't match: licensed review, managed remediation, live portfolio visibility. Walking into a real estate or construction prospect with a fully staffed compliance function in your offering changes the conversation
What do I see across my book?
A portfolio view across your clients on the platform: compliance status, gaps in remediation, renewal timing, and a global view of every requirement profile and where it's assigned, with each client's data segregated. For the first time you can look at your requirements strategy across the whole book, standardize where it makes sense, and tighten inconsistencies that crept in client by client over the years. At renewal, you're walking in with evidence.
Who's doing the review work?
Licensed insurance professionals on every account, always US-based, with CRIS-certified specialists on construction risk. Over 300,000 reviews across 10+ years, every determination documented. When your client's vendor pushes back on a requirement, the conversation happens between insurance professionals, not between your client's admin and a call center.
Do we get compensated for bringing you a client?
The structure follows how you want to participate. Some brokers refer and stay hands-off. Some co-deliver the program with us. Some run insurance compliance for their clients directly on our platform. Each model is structured accordingly; talk to our team and we'll shape it around your book.
Bring a managed compliance partner to your next client conversation.
Start with a conversation. We'll walk through how partnerships with brokers and agents work in practice, the kinds of clients we serve well, and how we can help you retain and win clients.