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Demo Lounge: Certificate Hero
July 31 @ 2:00 PM - 3:00 PM ET
Free for Basic & Full Access Agency Subscribers
Join this Catalyit Demo Lounge to discover how Certificate Hero utilizes Generative AI Contract Parsing to automatically extract insurance requirements from client contracts. By identifying key terms and coverage details, it streamlines certificate issuance, reduces errors, and ensures compliance, saving time and improving accuracy for agencies.
What You'll Learn:
- How to drag-and-drop a contract into Certificate Hero — no rekeying or manual setup needed.
- How Certificate Hero’s Generative AI compares contract insurance requirements with enforced policy data from your AMS in seconds.
- How to issue a compliant COI when contracts are involved, using automation to eliminate human bottlenecks and guesswork.
Why It Matters:
- Dramatically faster contract review: Save an average of 90% of the time it takes to read and parse a contract manually.
- Streamlined workflows: Move seamlessly from contract review to certificate issuance without switching systems.
- Increased accuracy and compliance: Reduce the risk of missing critical contract requirements that could lead to E&O claims.
- Empowered teams: Free your CSRs and account managers from the repetitive, time-consuming tasks that slow down operations.
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