Certificate Hero

Mastering the Certificate of Insurance: A Key to Risk Management Success! As an insurance professional, you know that a Certificate of Insurance (COI) is more than just a piece of paper—it's a crucial document that ensures your clients meet their contractual obligations. Yet, COI requests can be fraught with errors, leading to potential liabilities and delays. How do you ensure accuracy and efficiency in handling COIs? Read our latest blog and learn why the right tools and a thorough understanding of the process are critical to making sure everything is handled properly and efficiently. https://hubs.li/Q035zCQm0 #Insurance #RiskManagement #COI #ProfessionalGrowth #InsuranceBroker Michael Yanoff John Paul Sutrich Brad Slaten

We’re excited to announce that Certificate Hero just rolled out a game-changing upgrade to our Contract Analysis platform. With AI-driven enhancements, managing insurance certificates is now faster and more precise than ever. To read the full announcement, please visit: https://hubs.li/Q035zCC00 Michael Yanoff John Paul Sutrich Brad Slaten

Incredible time at the Independent Insurance Agents of Texas (IIAT)’s Joe Vincent Conference with Catalyit partners and friends. ?? I can’t say enough about the wonderful IIAT team and the fantastic solution providers in attendance who are committed to supporting #independentagencies. From the “FBI-level tech” that is being built, to the commanalities over great bands which gave away my age, to pro-level golf swings, I am so glad I could join everyone in Austin this week. Vertafore AFCO Direct PayMyPremiums HawkSoft Live Oak IT Partners BrightFire Certificate Hero Marble Box Rhodian Group SALT Applied Systems DONNA.ai ExdionInsurance Liberate Eleviant Tech IRYS Insurtech QuoteWell

Join us next week for the Catalyit Tech Connect during the Independent Insurance Agents of Texas Independent Insurance Agents of Texas (IIAT)’s Joe Vincent Management Seminar! We're thrilled to have our SVP, Brad Slaten, participate in the panel discussion, “Tech Forward: Revolutionizing Insurance Agencies Through Outsourcing and Automation.” Don't miss the chance to connect with us—schedule a quick chat or swing by our table. We can't wait to see you there! https://hubs.li/Q033C3hQ0

Catalyit is excited to welcome Certificate Hero as the newest member of our Premium Solution Provider Program. Designed with independent insurance agents in mind, Certificate Hero simplifies one of the industry’s most time-consuming tasks: issuing and managing Certificates of Insurance (COIs). Learn more: https://hubs.li/Q032GW430

Michael Yanoff Brad Slaten John Paul Sutrich

Thinking about switching your COI system but filled with apprehension? Embracing new tech can be daunting, but it’s also a chance for growth and innovation! By facing fears and using available resources, you can boost productivity and gain fresh insights. Check out our latest blog to follow the journey of a user who transitioned from their old COI system to the Certificate Hero platform. https://hubs.li/Q02Y2mRr0 Michael Yanoff Brad Slaten John Paul Sutrich #TechTransition #EmbraceChange #ProductivityBoost #CertificateHero

Congratulations to Sonila Kostrati for winning Certificate Hero’s $50 and bottle of bourbon giveaway at Spark!

Good morning from Cincinnati! If you're in town for NetVU's Spark 2025, be sure to swing by our table and meet #teamCertficateHero. Brad Slaten and Nicole Vandgrift are excited to introduce you to our innovative proprietary software that’s transforming the way agencies handle certificate issuance! Plus, if you're a Bourbon enthusiast, we're giving some away—come discover how you can get in on the action! https://hubs.li/Q02WPbWk0

As the year draws to a close, many of us find ourselves amidst a "certificate tsunami"—an overwhelming surge of tasks, requests, and issues related to corporate insurance renewals and compliance updates. To effectively manage the influx of renewal certificates, we've developed a simple step-by-step flow for processing renewals for your insureds.?This approach can help streamline the process, reducing errors and saving time. If you need assistance with specific tasks or strategies to enhance your workflow, let us help! Read the full blog post here: https://hubs.li/Q02V4Bn00 #InsuranceRenewals #CertificateTsunami #YearEndChallenges #StayAhead #COI Michael Yanoff John Paul Sutrich Brad Slaten