Catalyit Premium Provider Since November 2024 | Last Updated December 2024

Introducing Certificate Hero, a revolutionary solution for managing certificates of insurance. Certificate Hero is the industry’s leading certificate issuance software with decades of insurance expertise and AI-driven insights. We are not just a tool; but a partner in your success, committed to driving efficiency and effectiveness in every transaction.

Features & Quick Stats

Core Business: Certificate issuance and management software

How Certificate Hero Helps Independent Agents/Brokers: Utilizing advanced Generative AI, our platform simplifies issuing and managing certificates, reducing administrative burdens and costs. Our user-friendly interface improves customer satisfaction and policyholder retention, providing 24/7 access for brokers and insureds.

AI Capabilities: Our contract analysis tool leverages advanced AL and ML to read contracts that accompany certificate requests and it isolates and extracts all contractual insurance requirements. The platform then compares those requirements to the coverages in the policy to ensure compliance.

Integrations: Certificate Hero’s seamless integration is AMS agnostic and enhances data use and operational capabilities.

Partnerships: Vertafore, GloveBox, Salesforce, Insurity

Certifications/Awards: ACORD Case Study Award, SOC2 Certified

Key Features:

  • AI/ML
  • Contract Analysis
  • Quick Issue
  • CertLink
  • Analytics Dashboard
  • Endorsement Libraries
  • Endorsement Tagging
  • Integration/API
  • Compliance Guardrails
  • Custom Conversions
  • COI Reporting
  • Policy Coverage Reconciliation
  • AI/ML
  • Contract Analysis
  • Quick Issue
  • CertLink
  • Analytics Dashboard
  • Endorsement Libraries
  • Endorsement Tagging
  • Integration/API
  • Compliance Guardrails
  • Custom Conversions
  • COI Reporting
  • Policy Coverage Reconciliation

Videos:

Website: certificatehero.com

Contact: [email protected]

Headquarters: Dedham, MA

Number of Employees: 12

Area of Operations: United States

Exclusive Catalyit Deal: Yes – on implementation services.

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