Catalyit Coffee Chat with Certificate Hero

The Rundown

Certificate Hero is streamlining the outdated process of managing certificates of insurance (COIs) by integrating AI and automation into the workflow. Founded by Michael Yanoff, a veteran with 35+ years in startups and insurance, the company aims to reduce errors, improve efficiency, and mitigate liability risks for brokers.

The Context

• The platform automates COI issuance and management, reducing time spent on requests.
• It integrates with agency management systems (AMS) to improve workflow efficiency.
• AI-powered analytics help brokers make data-driven decisions.
• It prevents the issuance of faulty certificates and lowers compliance risks.
  

Why it Matters

COIs are a critical yet historically inefficient part of the insurance industry. By digitizing and automating the process, Certificate Hero saves brokers time, reduces liability, and improves industry-wide accuracy. With insurance compliance under increasing scrutiny, tech-driven solutions like this are reshaping the space.

Watch now to see how Certificate Hero can work for you!