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.
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