Five Reasons to Outsource Certificate Management With Straight|Docs

Managing certificates of insurance can be time-consuming for equipment dealers and rental houses, but it doesn’t need to be. Here are five reasons to outsource certificate management with Straight|Docs available only from J.T. Bates Insurance Group.

1 – Verification

Many rental dealers collect certificates at time of rental but may not verify proper proof of coverage. Straight|Docs Compliance Services team members personally verify the certificate of insurance is both current and valid, and contacts the insurance company on our client’s behalf. Direct contact with the insurance company ensures faster turn-around times with no time spent waiting on form letters arriving through the mail.

2 – Prevention

Prevention is less costly and less risky than finding a solution after a problem with a certificate of insurance arises. Straight|Docs Compliance Services is a proactive solution to certificate management that limits exposure to risk.

3 – Protection

Straight|Docs Compliance Services helps you protect your assets and is fully developed and endorsed by J.T. Bates Insurance Group, a consulting firm with over 30 years of experience in the equipment industry. With Straight|Docs Compliance Services, our clients can focus on growing equipment rental sales instead of tracking certificates of insurance.

4 – Archiving & Organization

Straight|Docs Compliance Services stores forms with a paperless archiving system in a secure database, so there is no concern about losing business-critical information. Since our certificate management software is web-based, it is perfect for organizing certificates for a multi-location dealership and can even help organize and track sales tax exemption forms.

5 – Flat Rate

No more surprise invoices for certificate or forms tracking services. With Straight|Docs Compliance Services low, flat rate pricing, the fee is calculated on an average per-document basis to simplify rental operations and add value for our clients.

Contact us today for a free, no obligation quote to see how Straight|Docs can help with certificate management, or give us a call at 1-877-900-8729.