P1254156778nXLcF - PowerPoint PPT Presentation

Title: P1254156778nXLcF


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Risk Management for Home
Builders
8927 J. M. Keynes Drive, Suite 370 Charlotte, NC
28262 Ph 704-549-0770 Fax 704-503-3890 E-mail
info_at_datatracplus.com Web www.datatracplus.com
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Main Menu

• The Main Menu provides categories for incoming
  certificates. Each category contains available
  menu items for operating the program.

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Set up

• This screen holds menu items important to the
  initial setup and routine maintenance of the
  program.

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Maintain Users
Users already added can be selected here.

• From this screen, you can easily add, edit,
  and/or delete the names of all your licensed
  users. Passwords are available but not required.

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Maintain Producers
Producers already added can be selected here.

• From this screen you can quickly add, edit,
  and/or delete Producer information.
• You will start to notice that the buttons at the
  bottom of most of the screens are consistent and
  easy to use.

Click this button to add a new producer.
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Maintain Insurance Companies

• From this screen you can add, edit and/or delete
  insurance company information. Company names can
  then be associated with a certificate from a drop
  list in the certificate entry screens, which you
  will see later.

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Maintain Risk Profiles
Limits Button

• On this screen you can easily add, edit, and/or
  delete Risk Profiles. A Risk Profile allows you
  to require different limits for different groups
  of subcontractors.
• After you have named the Risk Profile and given
  it an ID number you want to set up the actual
  limits. Click on the limits button.

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Maintain Risk Profiles

• Here you have the opportunity to key in your
  required limits for a risk profile.
• As you can see the program is set up to track
  General Liability, Automobile, Excess,
  WC/Employer, Professional, and Environment.

The program is set up with some of the more
frequent dollar amounts in a drop list for your
convenience.
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Maintain Job Sites

• This screen allows the adding, editing, and
  deleting of Job Sites that can be associated with
  a subcontractors certificate. Job Sites can then
  be associated with a certificate from a drop list
  in the certificate entry screens.

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Maintain Additional Insured

• From this screen you can add, edit and/or delete
  Additional Insured Information.

This button will take you back to the main menu.
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Certificate Tracking

• Once you have everything set up in the program
  you can start to enter and track your
  certificates with a few clicks of your mouse.

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Insured Entry
Click this button and you can type a letter to
the subcontractor that is selected.

• This is where all the information from the
  subcontractors certificate is displayed. You
  can add, edit, or delete subcontractors from this
  screen.
• There are fields for contact information as well
  as fields for the recording of dates for master
  agreements and safety agreements.
• Use the Type Letter button to send a custom
  letter to the selected subcontractor. This
  letter can be saved and viewed from the Letter
  History screen.

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Producers and Insurance Companies

• This screen is where the entering of the
  certificate begins. There are fields for the
  certificate issue date, the producer, and the
  insurance companies.
• All the producers and insurance companies that
  you set up in the Maintain Producer and Maintain
  Insurance Companies can be accessed through the
  drop lists.

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Limits and Coverage

• This is where insurance information on the
  certificate is entered.
• The copy dates feature automatically transfers
  the dates from the General Liability screen to
  other coverages.
• The Replace button will automatically advance the
  dates one year when you enter a renewal
  certificate.
• Check the Keep Dates box to replace a certificate
  without renewing it.
• Also notice that some of the more frequent dollar
  amounts are in drop lists.

Copy Dates checkbox
Replace Button
Keep dates checkbox
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Compliance

• This screen allows you to note any basic
  compliance issues on the certificate.

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Risk Profile
Risk Profiles are found here

• This is where you assign a risk profile to a
  subcontractor from the risk profiles that you set
  up in the Maintain Risk Profile screen. You can
  assign more than one if need be.
• Enter any notes about the contract here.

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Risk Profile

• Click on the Add. Ins button to assign an
  Additional Insured requirement to that particular
  Risk Profile.

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Risk Profile

• You can also review the limits that were
  previously set up in the Maintain Risk Profile by
  clicking the View Limits button on the assign
  Risk Profile tab. These can not be altered from
  this screen.

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Additional Insured

• This screen allows you to assign what Additional
  Insured(s) were provided on the certificate.

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Job Site

• Here, you can assign any job sites where the
  subcontractor is working.

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Certificate Overview

• On this screen you are able to see all the
  information about the certificate that was
  entered. Items that show up red are deficient,
  black are compliant.
• Use the overrides check boxes to excuse any given
  subcontractor from a requirement.

Eyeglass button
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Certificate History

• automatically creates a
  Certificate History for all the certificates that
  are in the program and that have been renewed or
  replaced. All information from the replaced
  certificate is automatically entered into
  Certificate History when you press the Replace
  button in the Limits Coverage Tab.

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Safety

• This screen allows you access to the special
  meeting section of the program.

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Safety Meetings

• Here, you can easily keep records of the safety
  meetings with your subcontractors, record topics
  discussed and action items.
• You can also keep track of who attended by
  clicking on the attendees button.

Attendees button
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OSHA Meetings

• Record OSHA meetings with topics discussed and
  action items.
• You can also keep track of who attended by
  clicking on the attendees button.

Attendees Button
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Communication

• This is the main screen where you create and
  generate standard letters to your subcontractors.
• The program is set up to automatically generate
  Renewal and Deficiency Letters.

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Letter Design

• You can customize almost any part of the text in
  the Deficiency Letters and the Renewal Letter.
• Text that can be customized includes the
  introductory paragraphs and all endorsement and
  compliance problems.

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Send Letters

• Once you have entered all your certificates and
  designed your letters, you are only a click away
  from generating renewal and deficiency letters.
• The program will automatically insert the
  appropriate paragraph for each deficiency it
  finds on any given subcontractors certificate.

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Unmark Sent Letters

• When a letter is sent, it is automatically added
  to the list of marked letters. This starts the
  clock so that the next level of letter is sent in
  21 days if the deficiencies have not been
  corrected.
• You can unmark letters any or all letters sent if
  you want to resend them for any reason.

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Letter History

• After you have sent letters, they are
  automatically entered into the subcontractors
  Letter History screen. There is always a record
  of letters sent to your subcontractors.

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Reports

• Reports allow you to check the status of your
  certificates of insurance. At any time, you may
  generate a report that reflects the status of
  your subcontractors.

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Reports

• Many reports list all subcontractors sorted by
  deficiency type. As you can see there are many
  different reports available.

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For more information, please contact Emily Brown
at 800-379-9055 or E-Mail us.
8927 J. M. Keynes Drive, Suite 370 Charlotte, NC
28262 Ph 704-549-0770 Fax 704-503-3890 E-mail
info_at_datatracplus.com Web www.datatracplus.com