Effortlessly Migrate Legacy Certificates in CertsNow with Certificate Hero
Let’s face it, legacy certificates are a headache. They’re clunky, outdated, and buried in paper files or old systems that no one wants to touch. But they still matter, especially when your business relies on compliance, fast-moving contracts, or efficient new client onboarding.
The good news? With Certificate Hero, converting those old certificates in CertsNow is no longer a time-consuming mess. It's fast, smart, and built for scale.
Here’s how it works and why it’s a game changer.
Why Legacy Certificates Are Holding You Back
Legacy COIs create bottlenecks across your operations. Whether you're issuing, tracking, or renewing them, manual handling increases:
- Time spent on data entry
- Errors in coverage or policy details
- Delays in contract approvals or job site access
- Risk of non-compliance
They’re more than outdated. They’re costing you time, money, and customer satisfaction.
Enter Certificate Hero: Your COI Conversion Power Tool
Certificate Hero, when used to convert from CertsNow, takes the pain out of legacy certificate conversion. Instead of wrestling with scattered files, you get a smart, automated way to digitize and modernize every certificate.
Here's how the conversion process works:
Step 1: Smart Data Extraction
Powered by OCR and machine learning, Certificate Hero scans even unstructured or non-searchable PDFs to extract key information from your old certificates, including:
- Policyholder and certificate holder names
- Effective and expiration dates
- Policy numbers and limits
- Description of Operations wording
- Coverages and endorsements
No more manual typing. No more mistakes.
Step 2: All Major Certificate Components Imported
Once the data is extracted, Certificate Hero automatically recreates all master and individual certificates, populates holder lists, and maps policies to standardized Certificate Hero templates. The result? Clean, consistent, and compliant certificates every time.
Step 3: Bulk Import Made Easy
Got thousands (or hundreds of thousands) of legacy COIs? No problem. With our powerful bulk import tools, you can upload and convert them all at once, saving days (if not weeks) of manual work.
Step 4: Centralized, Searchable Records
Converted Certificates Are Securely Stored in Certificate Hero, a centralized, cloud-based platform where you can:
- Search by client, date, or policy
- Filter by expiration
- Instantly access or reissue certificates
- Stay audit-ready with complete histories
What was once static is now a strategic tool for compliance.
Real Results: What You’ll Gain
Brokers using Certificate Hero report:
- 90% less manual data entry
- Faster certificate turnaround times
- Improved accuracy and compliance
- Scalability to handle high volume
- Audit-readiness with complete certificate history and documentation
Don’t Let Legacy Certs Hold You Back
Converting legacy certificates used to be a nightmare. With Certificate Hero, it's just another automated workflow. One that saves time, reduces risk, and brings your COI process into the modern age.
Ready to modernize your certificates?
Let’s talk about how Certificate Hero can help you transform your legacy CertsNow COIs and EOPs into a streamlined, automated system that’s built for accuracy, efficiency, and customer satisfaction.
Schedule a demo to learn more.
