CertTrack is also for insurance brokers and external risk management firms. We allow CertTrack to be white-labeled and branded to your firm. Through a simple licensing arrangement, you are allowed to resell certificate management services to your clients or include them as part of your total service package – adding value and creating more loyal clients.
CertTrack is straight-forward, secure, and efficient. It has helped countless brokers sign new clients and serves as a door-opener with prospects. If your firm is looking to play the role of a trusted advisor to your clients – rather than simply an insurance salesperson – CertTrack can help.
Contact us for a demonstration of our product or to discuss ways CertTrack can improve your firm’s hit ratio, retention ratio and referral rate.