Catalyit Live Sessions

Hot Topic: Cutting the Paperwork: Automated Certificate Issuance

November 18 @ 1:00 PM - 2:00 PM ET
Free for Basic & Full Access Agency Subscribers

Join this Hot Topic session, presented by Certificate Hero, to discover how automation and AI can reduce risk, save time, and transform the way your agency issues certificates of insurance.

What You’ll Learn:

• How to issue certificates more accurately and efficiently
• How automation reduces manual effort and improves accuracy
• How AI-powered contract analysis and quick issue features save valuable time

Why It Matters:

• Issuing Certificates of Insurance (COIs) is one of the most labor-intensive and error-prone tasks in a commercial lines agency.
• Research shows 21% of all E&O claims are certificate-related, and 68% of those stem from simple errors.
• Mistakes consume valuable staff hours and expose agencies to costly consequences.

Things to Think About:

• Which parts of your certificate process are most time-consuming today?
• How much risk exposure does your agency face from manual errors?
• How could automation free up your team to focus on higher-value client work?

Register now to secure your spot!