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Certificate Hero | Company Profile

9/30/2025

Certificate Hero

Overview

Certificate Hero is a SaaS platform that automates the issuance and management of Certificates of Insurance (COIs) for insurance brokers and their clients. It addresses the complexities of certificate issuance in the commercial insurance industry by providing an efficient and scalable solution. The platform leverages AI and machine learning to streamline workflows, reducing manual data entry and minimizing errors.

The services offered include automated certificate issuance and management, AI-driven contract parsing for compliance, and real-time connectivity with Agency Management Systems (AMS). The platform also features analytics and reporting tools that help brokers monitor compliance and track performance. Designed to support business growth, Certificate Hero is recognized for its innovation in insurtech and has received endorsements from notable industry players.

Basic Information

Industry insurance
Founded 2020
Revenue 4.5M
Headquarters 858 Washington St, Dedham, Massachusetts, United States

Contact Details

Key Focus Areas & Initiatives

  • ai-powered certificate processing
  • financial technology
  • error reduction safeguards
  • certificate management saas
  • data analytics for insurance
  • certificate data security
  • certificate workflow automation
  • certificate data export
  • industry best practices
  • certificate compliance
  • certificate workflow integration
  • contract parsing technology
  • certificate error safeguards
  • insurance technology
  • certificate risk mitigation
  • ai-driven contract parsing
  • insurance policy data
  • client self-service portal
  • certificate form validation controls
  • certificate process optimization
  • certificate management api
  • policy coverage comparison
  • compliance and audit tracking
  • certificate template automation
  • certificate form editing
  • certificate trend analysis
  • industry analytics
  • certificate issuance audit logs
  • certificate form validation
  • certificate process analytics
  • certificate validation
  • certificate form libraries
  • insurtech
  • certificate form customization
  • insurance certificate automation
  • real-time ams connectivity
  • certificate error prevention
  • industry-standard acord forms
  • certificate issuance
  • certificate lifecycle management
  • software as a service
  • certificate data collection
  • endorsement libraries
  • coverage gap identification
  • b2b
  • b2c
  • services
  • computer systems design and related services
  • data analytics
  • customer retention
  • finance technology
  • information technology & services
  • financial services
  • saas
  • computer software

Technologies Used

  • AI
  • Android
  • Atlassian Cloud
  • Circle
  • Facebook Login (Connect)
  • Facebook Widget
  • Gmail
  • Google Apps
  • Google Tag Manager
  • Hubspot
  • IoT
  • Linkedin Login
  • Linkedin Widget
  • Mobile Friendly
  • PEO
  • Remote
  • Reviews

Affiliated Organizations & Regional Branches

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