Certificate Hero

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Catalyit Premium Partner Since January 2025 | Last Updated October 2025

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

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

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.

Integrations

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

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.

Partnerships

Vertafore, GloveBox, Salesforce, Insurity

Certifications & Awards

ACORD Case Study Award, SOC2 Certified

Subscriber Deals

On implementation services.

About Certificate Hero

Guides:

Certificate Management

Website: certificatehero.com
Contact: bslaten@certificatehero.com
Headquarters: Dedham, MA
Number of Employees: 12
Area of Operations: United States

Catalyit Team Review

AI-Powered Certificate Issuance That Saves Time and Reduces Errors
Published: October 6, 2025

What we like:

AI/ML-driven contract analysis that extracts insurance requirements and compares them to policy coverages
AMS-agnostic platform with seamless integration into systems like AMS360, ImageRight, Salesforce, and more
Automated certificate issuance with real-time compliance checks and endorsement tagging
24/7 access for brokers and insureds to manage certificates independently
SOC2 certified with ACORD Case Study Award recognition
Subscriber deal: Discounts available on implementation services for Catalyit members

Things to consider:

Certificate Hero is focused solely on certificate issuance and management—it does not replace broader AMS or CRM systems
Agencies may need to invest time upfront to align contract workflows and ensure data accuracy