Certificates of Insurance (COIs) are essential—but they’ve become a costly bottleneck for insurance agencies. Manual processes lead to slow turnaround times, errors, staff burnout, and frustrated clients.
Certificate Hero changes the game.
Powered by agentic and generative AI, Certificate Hero automates the COI process from intake to issuance—saving time, reducing risk, and elevating client satisfaction.
High labor costs: COIs are one of the most time-consuming agency tasks.
Delays & errors: Manual input leads to E&O risk and client frustration.
Burnout: Repetitive work drives turnover in already stretched teams.
Legacy systems weren’t built for this. That’s why agencies are turning to smarter solutions.
Certificate Hero uses AI to:
✅ Read and extract data from contracts instantly
✅ Compare contract terms with AMS data (like AMS360, Sagitta)
✅ Auto-generate compliant certificates in minutes
✅ Alert agents to missing endorsements or policy mismatches
✅ Offer self-service portals for clients to request and download COIs
💼 60% Productivity Gains
Fewer manual tasks = more time for renewals, upsells, and strategy.
⚡ Faster Turnaround
COIs issued in minutes, not hours—keeping your clients’ projects on track.
🔐 Lower E&O Risk
Built-in validation catches errors before they become liabilities.
📈 Revenue Growth
Better service = stronger retention, more referrals, and upsell opportunities.
Self-service convenience with 24/7 access to COIs
Reliable accuracy with fewer rejections or escalations
Better relationships as agents focus on strategic support, not paperwork
Certificate Hero doesn’t just automate COIs—it transforms how your agency works, grows, and delivers value. From streamlined operations to stronger client loyalty, the benefits are clear.
Read the full article or schedule a demo to learn more.