Features & Quick Stats
Key Features
- Policy & quote comparison
- Check policies in a single click
- Instantly extract & verify insurance requirements from client's service agreements
Core Business
We provide intelligent document processing and comparison for compliance and coverage verification.
How CertAssist and PolicyPro Helps Independent Agents & Brokers
We help independent brokers maximize their capacity to deliver great service to clients, without adding additional headcount. By automating tedious administrative work - we let brokers focus on growth, strategy, and client relationships.
AI Capabilities
The engine that drives our solutions is an AI pipeline that we’ve trained to extract & understand the data in a policy and other relevant insurance documents. With this core capability, we’re building solutions that work together like an AI assembly line to improve every aspect of the client life cycle- from placement and production, to servicing, all the way through to renewals. We currently offer a stand alone solution with easily exported data & audit logs- and are working to develop APIs later this year.
Partnerships
Insurance Nerds content creator
Subscriber Deals
We're willing to offer a 10% discount on services- which we charge for on a per deliverable basis.