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.

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

Certificate Hero Videos

Certificate Hero Resources

Automate Certificate Holder Cleanup with Certificate Hero

Automate Certificate Holder Cleanup with Certificate Hero

July 22, 2025 1 min read
How Certificate Hero’s Agentic and Generative Artificial Intelligence Is Transforming Insurance Agency Performance and Client Satisfaction

How Certificate Hero’s Agentic and Generative Artificial Intelligence Is Transforming Insurance Agency Performance and Client Satisfaction

July 8, 2025 1 min read
Certificate Hero: Two Customer Wins

Certificate Hero: Two Customer Wins

June 17, 2025 5 min read
Certificate Hero Revolutionizes Insurance Certificate Management with Gen AI-Powered Upgrade

Certificate Hero Revolutionizes Insurance Certificate Management with Gen AI-Powered Upgrade

February 4, 2025 2 min read
Why Insurance Brokers Need Certificate Hero: Streamlining COI Requests

Why Insurance Brokers Need Certificate Hero: Streamlining COI Requests

February 4, 2025 3 min read
Certificate Hero Joins Catalyit's Solution Provider Program: Streamlining Certificates of Insurance for Independent Agents

Certificate Hero Joins Catalyit's Solution Provider Program: Streamlining Certificates of Insurance for Independent Agents

January 2, 2025 1 min read