TrackCertsNow | EbixRCS

Self Service Certificate of Insurance Management

TrackCertsNow is an on-demand, web-based system for self-managing incoming evidence of insurance coverage. TrackCertsNow provides an automated platform, allowing your organization to quickly, easily and accurately manage certificates of insurance. TrackCertsNow facilitates complete validation of every certificate of insurance that your business receives from trade partners, suppliers, vendors, subcontractors, tenants and more. With TrackCertsNow, you can easily manage all insurance requirements and contract agreement commencement dates against your contractual requirements. The TrackCertsNow system maintains the transaction history of all COI's received, along with accessible images of all certificates and other documents received. Compliance status of all insureds is accessible on a real time, 24/7 basis.

You maintain complete control:

  • Achieve a balance between timely review and action taken
  • Ensure centralized visibility and certificates' status
  • Address ongoing challenge of mitigating risk

Certificate Tracking – Automated Features

  • Electronically receives and manages faxed certificates
  • Measures certificates and endorsements against your specific insurance requirements
  • Certificate override to allow for special exceptions
  • Automatically creates and sends unique correspondence letters to business partners and agents
  • History maintained showing certificate status and review process transactions
  • Automatic reporting on coverage status
  • Centralized certificate storage repository available through the web 24/7
  • Weekly validation of AM Best ratings


  • Centralized document storage of all certificates received, related notes, correspondence and managerial actions
  • Consistent and automated certificates verification processes which contributes to compliance with Sarbanes-Oxley
  • Online and Telephone Support
  • Product Upgrades (as released)
  • Online real time management and compliancy reports available 24/7
  • Minimized chance of assuming unintended risk
  • Reduce exposure to litigation and financial loss
  • Uniform enforcement of standards throughout the organization
  • Access available to key staff in field locations

TrackCertsNow Technology


  • Redundant network devices and servers
  • Multi-tiered architecture, where each tier can be horizontally scaled
  • Use of third-party professionals to handle high volume faxing and mailing
  • Regularly scheduled backups of all servers
  • Backup media is maintained at an off-site location
  • Maintenance of all system and application logs
  • Disaster recovery capabilities
  • Scheduled maintenance and downtime
  • Use of SSL to safely encrypt all customer data between their client computers and our applications
  • Servers are housed at a secure, co-location facility that provides various levels of physical and environmental security

The TrackCertsNow system is automatically monitored, both internally and externally. Servers and software are updated on a regular basis to address various security updates as well as to maintain good system performance. Any issue that may arise with our system, whether it is software or hardware-related, is addressed with the utmost urgency 24 hours a day, 7 days a week.


EbixRCS is continuously improving its service by incorporating TrackCertsNow enhancements about every other quarter. These enhancements include new feature requests from our customers and overall improvements to certificate tracking workflow. All upgrades performed on TrackCertsNow applications are backwards compatible with all previous releases. Each release is tested thoroughly by EbixRCS QA team, which uses test plans, scripting tools, load test tools and ad hoc testing to ensure that all existing features continue to work properly as each new piece of functionality is developed. All existing and new functionality is tested in two environments (development and staging) before it is released to the production environment.

TrackCertsNow Implementation

Ebix RCS prides itself on quick and accurate implementation, which can occur in as little as three weeks. Our goal is to make the implementation process as proficient as possible so that our TrackCertsNow product can start tracking and managing your certificates thereby mitigating your liabilities. Our TrackCertsNow implementation team works with you to obtain the necessary information for your account and understands how best to organize your data so it is functional and accessible for you and your staff. This may include using our proprietary data scrubber to upload your existing data for TrackCertsNow as well as arrange for a live data feed from your corporate site to our database.

These tools allow our TrackCertsNow implementation team to upload and organize your information quickly and efficiently. Our primary goal is to automate as much of the setup as possible to ensure an efficient and accurate implementation process. Once your account is created we will gladly assist with user set up as well as train and support your users in your TrackCertsNow account.


Contact information

To learn more about Risk Compliance products or to speak to a representative, simply contact:

Sales : +1 949-428-7800 / 800-996-9964
Service : +1 770-624-2700, option 7

Contact Us


“ Ebix does a great job of managing chaos, pipelining thousands of documents, and being the best “guard dogs” of corporate insurance compliance, bar none. I have only positive comments about the Ebix service, and am thankful that you do this work, for our organization. - Major Airline Client
“ Not only did Ebix save us millions, but their service also saved us intense labor hours - Fortune 100 Retailer
“ Ebix RCS has the ability to adapt its systems and procedures quickly to meet our changing needs. - National Home Builder

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