Catalyit is excited to welcome Certificate Hero as the newest member of our Premium Solution Provider Program. Designed with independent insurance agents in mind, Certificate Hero simplifies one of the industry’s most time-consuming tasks: issuing and managing Certificates of Insurance (COIs).
What is Certificate Hero?
Certificate Hero is an advanced SaaS platform that leverages Generative AI and machine learning to transform how independent agents handle COIs. Its AI-powered tools streamline certificate issuance and management, helping agencies reduce administrative burdens, minimize costs, and deliver a better customer experience.
Key Features and Benefits for Independent Agents
- AI-Driven Contract Analysis: Certificate Hero’s contract analysis tool reads contracts that accompany certificate requests and extracts all relevant insurance requirements. The platform then compares these requirements to the insured’s policy coverages to ensure compliance—eliminating errors and protecting agencies and their clients.
- Seamless 24/7 Access: Policyholders and brokers can access the platform anytime, offering ultimate convenience and empowering insureds to manage their certificates independently when needed.
- Integration-Friendly: Certificate Hero is AMS-agnostic, meaning it integrates seamlessly with any agency management system, enhancing operational efficiency and improving data utilization.
- Improved Accuracy and Efficiency: With Certificate Hero, agents can issue certificates faster and more accurately, reducing the time spent on manual processes and freeing resources for other revenue-generating activities.
- Enhanced Customer Satisfaction: A streamlined COI process leads to happier clients, better retention rates, and a stronger reputation for your agency.
Why Certificate Hero?
Managing COIs can be an administrative headache for insurance agencies. It’s a time-intensive process that often slows down business operations and frustrates clients. Certificate Hero brings a powerful tool to your arsenal, designed to save time, cut costs, and improve customer satisfaction. Independent insurance agents can now deliver a modern, efficient COI process that strengthens client relationships and drives operational success.
About Catalyit Solution Providers
Catalyit’s Solution Providers are leading insurance technology companies that help independent agents harness the potential of technology to optimize their agency systems and processes, and deliver exceptional service to their customers. Find out more about Catalyit’s Premium Solution Providers.
