Cutting the Paperwork: Automated Certificate Issuance

The Rundown

Certificate Hero demoed its AI-powered platform in a recent Catlett-hosted webinar, showcasing how it slashes the time and hassle of issuing certificates of insurance (COIs).

The Context

• Certificate Hero uses generative AI to read contracts, flag compliance gaps, and auto-fill insurance certificates.
• Integrated with agency management systems, the app can issue COIs with zero manual input.
• Demo highlights included “quick issue” and template tools that speed up routine workflows.
• One standout stat: up to 45 minutes saved on large contracts.
• Panelists fielded questions on ROI, AI security, onboarding, and renewal processes.
  

Why it Matters

COI issuance is a paperwork-heavy pain point in insurance — Certificate Hero’s automation chops that burden down to size. For agencies, this means faster service, fewer errors, and more time for strategic work. Bonus: the AI operates in a secure, closed-loop system, so data stays safe.