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Catalyit Premium Partner Since January 2025 | Last Updated February 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.