Catalyit Guide

Certificate Management

Managing certificates of insurance (COIs) is one of the most time-consuming and error-prone workflows for agencies. Certificate management solutions automate issuance, streamline requests, and ensure compliance — protecting agencies from E&O exposure and freeing staff to focus on growth and client service.
Section I: Certificate Management in 2025
  
Section I

Certificate Management in 2025

What is Certificate Management technology?

Certificate management technology helps insurance agencies issue, distribute, and track certificates of insurance (COIs). These solutions reduce manual processing, improve accuracy, and strengthen compliance with contract requirements. By automating requests, renewals, and validations, agencies can reduce E&O risk, improve efficiency, and enhance client experience.

This guide can help...

  • Save time with automation
  • Improve workflows and processes 
  • Strengthen compliance and security 
  • Enhance client communication 
  • Increase retention by reducing friction 
“Certificates have always been a sticking point for agencies. But with today's tools, you can transform them from a reactive burden into a proactive value-add. The right certificate solution saves time, reduces risk, and creates a better experience for both staff and clients.”
Casey Nelson_circle-min
Casey Nelson

Directory of Consulting

      
Section II

How do I get started?

Are you looking for a certificate management solution that automate issuance, streamline requests, and ensure compliance? With a variety of tools offering different features and integrations, it can be challenging to know which one fits your agency best. Here’s what we think you should consider.

AMS Integration

Ensure smooth connectivity with your AMS of choice.

Automation & Rules

Look for tools that auto-flag missing endorsements, mismatched limits, or expiring policies.

Service vs. Software

Decide whether you need outsourced certificate review, or a platform your team manages directly.

Scalability

If you serve high-volume industries like construction or real estate, prioritize robust automation and tracking.

Client Experience

Some platforms let clients or vendors request and generate certificates on demand.

E&O Protection

Audit trails, logs, and version history provide essential compliance safeguards.

     
Section III

What solutions are available?

Take a closer look at all your available options by visiting their profiles.

Certificate Hero
Certificate Hero

Certificate Hero
by Certificate Hero

Modern GenAI powered solution for issuing and managing certificates of insurance

Certificate Management

Smart COI Automation by Jump Point
Smart COI Automation by Jump Point

Smart COI Automation by Jump Point
by Jump Point

RPA Certificate Management

TrustLayer
TrustLayer

TrustLayer
by TrustLayer

Agency License Management Certificate Management

     
Section VI

Additional Resources

Keep yourself informed with the latest insights and product demos.

Webinars & Demos

Certificate Hero Demo
Certificate Hero

Certificate Hero Demo

July 31, 2025
    
Section V

Have questions?

The Catalyit Team is here to help! Get in touch with us.

  • Ask the Catalyit Chatbot
  • Submit a Support Ticket
  • Call us
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Contributors:

Casey Nelson_circle-min

Casey Nelson

Guide Last Updated: October 2025