A COI, or Certificate of Insurance, is a document that verifies the existence of an insurance policy. It provides details about the policy, such as the type of coverage, policy limits, and effective dates.
Fast. Simple. Easy.
Watch Me
Product Overview
Disrupting the status quo,
one certificate at a time
Certificate Hero is a SaaS platform which allows insurance brokers and their clients to efficiently and accurately issue and manage Certificates of Insurance from start to finish. Certificate Hero is a single solution that empowers brokers with improved accuracy and efficiency and insureds with 24/7 certificate management.
Efficiency
Our industry-leading AI-driven contract parsing automatically reviews insurance requirements.
Accuracy
Realtime AMS connectivity enables our AI and ML technology to deliver reliable, consistent certificates.
Growth
Policy to contract mismatches are flagged automatically, increasing client retention and driving revenue growth.
Analytics
Receive powerful insights from the collected data to better manage your business. Quickly surface and correct inefficiencies. Analyze trends by customer, employee, outsourced processor, etc.
Risk Mitigation
Powerful AL & ML that addresses the nuances of today’s certificate request. Guardrails to reduce errors. Language and endorsement libraries.
Trusted By
Efficiency
Seamless Automation
- Contract Analytics
- Smart Certificate Templates
- All-In-One Design
Certificate Hero reviews and annotates contracts and compares insurance requirements with policy data to increase accuracy and limit back-and-forth corrections.
Templates in Certificate Hero are data-driven and update automatically when policy coverage changes. Templates are flexible and designed to be a springboard for issuing certificates, not a blocker.
Certificate Hero aggregates all certificate tasks, documents, and data on a single platform in order to collect, issue, and manage certificates faster. Processors can work more efficiently without balancing multiple software tools.
Accuracy
Data-Driven Safeguards
- Realtime AMS Connectivity
- Form Validation and Controls
- Industry and Agency Best Practices
Certificate Hero supports realtime integrations with leading Agency Management Systems to ensure certificates are created with the most current accurate policy data available.
Certificate Hero's revolutionary live ACORD® form editor allows processors to build certificates directly in PDF format, and includes validation and controls to ensure coverage values are accurate and appropriate for the specific certificate form and context.
Administrators can customize Certificate Hero to support and enforce certificate best practices with ease. This feature ensures certificates are issued accurately and consistently without the need for strict supplementary quality control. All certificate actions are logged and available for compliance and audit tracking.
Growth
New Revenue Opportunities
- Coverage Deficiency Identification
- Customer Retention Tool
- Powerful Data Analytics
Certificate Hero identifies coverage to contract deficiencies which provides brokers an opportunity to help their insureds meet contract requirements, either through contract renegotiation or through increasing insurance coverages.
Certificate Hero's self-service portal for insureds is a key differentiator for brokers. Administrators can customize the insured experience and implement safeguards for efficient and accurate certificate issuance. Insureds can self-issue certificates for those last-minute or off-hours needs.
All parts of the certificate lifecycle are tracked within Certificate Hero and all data is made available to brokers through integrations with major data analytics, CRM, and Business Intelligence tools, including Salesforce, Google Data Studio, and PowerBI.
Analytics
Harness Your Data
- Powerful insights
- Analyze trends
- Open API
Gain visibility into previously unknown areas of your business
By customer, line of business, employee, holder, and more
Allows the export of data to your platform of choice
Risk Mitigation
Lower E&O Exposure
- Compliance Guardrails
- Certificate reconciliation
- Language & Endorsement Libraries
Safeguards that reduce errors and increase efficiency. By eliminating common errors such as inputting the incorrect limit of liability, your client will be happy and your E&O insurer will appreciate it.
Allows for accurate and up to date certificate creation
Experience the convenience of standardized Description of Operation language and a populated endorsement library to associate with individual insureds without the need to upload the endorsement each time its needed.
Testimonials
What the experts have to say
As seen on
Request a demo today!
We welcome the opportunity to give you a tour of the Certificate Hero platform and chat about how we can improve certificate workflows for your team
