# CTrax Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is CTrax the right Document Management solution for you? Explore 7 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/200273/CTrax/reviews --- CTrax 4.6 (7) [View alternatives](https://www.capterra.com/p/200273/CTrax/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated August 24th, 2025 # Reviews of CTrax Ease of use 4.3 Customer Service 5.0 ## Showing most helpful reviews Showing 1-7 of 7 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Senior Associate Venture Capital & Private Equity Used the software for: Less than 6 months ### "Great Indexing Tool" July 25, 2021 5.0 Overall, incredible software minus the one flaw. Highly recommend to use for companies that deal with a lot of contracts that require constant updating for multiple service lines. Pros If you are company that constantly deals with contracts and they are amended as well this software is essential. It has changed our efficiency but indexing all our contracts and simplified going to access the documents. Cons We have not been able to search through our documents for words. Biggest issues we have and would be the most helpful to have this feature added. Needs a feature where images can be turned into PDFs so words can be searched. Review Source Response from JDi Data December 27, 2021 Thank you very much for your comments. Happy to hear you are recommending. CTrax, however, does have the capability to search for key words on additional documents (such as endorsements and policies). Feel free to contact our Plus Services Team for more information on this. MV Martha V. risk management coordinator Maritime Used the software for: 2+ years ### "Certificate of Insurance Review" August 25, 2020 5.0 We have updated & created business practices for the successful implementation of the CTrax software to meet our needs. Since implementation we have upgraded to plus services. Our account compliance coordinator \[SENSITIVE CONTENT HIDDEN\] does a fantastic job and keeps us on our toes. CTrax protects us against under insureds and non compliant entities. I highly recommend this software if you are looking for a timely and efficient centralized COI management function. Pros The Automatic Renewal Request saves us so much time. It drives itself once we defined the parameters, the software does the rest. It was so easy to implement as well. Very user friendly. Cons There isn't anything I do not like about this software because as soon as we discover a need or a gap, the software is updated to provide or fill in any gaps. Alternatives considered [Origami Risk for P&C Insurance](https://www.capterra.com/p/146388/Origami-Risk/) Reason for choosing CTrax Review Source Response from JDi Data August 31, 2020 Thank you for leaving your feedback, Martha! Our team values your support! MP Melinda P. Risk Management Admin Assistant Oil & Energy Used the software for: 1-2 years ### "Review" August 26, 2020 4.0 The staff at Ctrax is great about providing workarounds for your companies individual needs. Pros It tracks and monitors for compliance automatically Cons Not user friendly for non accord formatting Review Source Response from JDi Data September 3, 2020 Thank you for leaving us a review, Melinda! If you're having problems using the system give us a call at 954.938.9100 for support. We're always here to help. VR Verified Reviewer SEO Mangaer Information Technology and Services Used the software for: 1-2 years ### "Best COI Tracking solution" February 17, 2021 5.0 Pros Dedicated support. 24/7 Support. Best response time. Cloud features. Cons Not Phone app yet but I can use over the phone browser. Review Source Response from JDi Data July 15, 2021 Thank you for the five-star rating! It means a lot to our team! VR Verified Reviewer Financial Analyst Hospital & Health Care Used the software for: Less than 6 months ### "Great timesaver for organizing contracts" July 13, 2021 4.0 Pros My favorite aspect of this software is the time i save because it centralizes all contracts in one place which makes them organized and easy to access. It also provides certain data of the contract without needing to click and open each contract Cons I do not currently have any issues with the software and whenever I have had a small issue i contacted customer service and it was resolved very easily. Review Source Response from JDi Data July 15, 2021 Thank you for taking the time to leave us this review! We're happy to hear that our team is helpful whenever you're having issues. Please don't hesitate to reach out if anything arises in the future! VR Verified Reviewer Manager Hospital & Health Care Used the software for: 6-12 months ### "Indexing at its Finest" June 30, 2021 4.0 Overall, good experience although a simple experience. Just organized indexed documents. Pros In the healthcare industry when dealing with so many different insurance plans you need a software like CTrax because it helps with indexing all the contracts. Cons Other than using it to pull the PDF of contracts, not many other features we have a need to use. Would be nice if scanned images could be turned into PDFs so we can command find in the document. Would be a huge time saver. Review Source Response from JDi Data July 15, 2021 Thank you for your feedback and we appreciate your recommendations! Please reach out to us if you are having any issues. Thank you. SS Sasha S. project manager Retail Used the software for: 6-12 months ### "Easy Compliance Solution" August 18, 2020 5.0 Pros Very easy to understand, explain to others and fairly low cost to implement Cons There were some minor bugs that I remember experiencing, but pretty insignificant. Review Source Response from JDi Data August 27, 2020 Thank you for your review, Sasha! Always a pleasure working with you and your team. Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.