Managing certificates of insurance (COIs) can be one of the most labor-intensive and error-prone tasks for insurance agencies, especially when dealing with high volumes of requests. That’s why Certificate Hero developed Automated Quick Issue, a powerful feature designed to eliminate manual bottlenecks and accelerate the entire certificate issuance process.
What is Automated Quick Issue?
Automated Quick Issue is Certificate Hero’s built-in automation that generates COIs instantly from inbound email requests—no human needed. Integrated with your AMS and powered by AI, it streamlines certificate issuance for recurring, standard requests in seconds.
Key Benefits
- Drastically Reduces Manual Work
Automated Quick Issue removes repetitive tasks from your customer service representatives (CSRs). Instead of reviewing each request individually, the system identifies eligible requests, pulls in verified data from your AMS, and generates compliant COIs automatically.
- Speeds up Response Times
Faster response times mean happier clients. Automated Quick Issue allows your agency to fulfill certificate requests in near real-time, keeping pace with urgent jobsite demands and contract deadlines.
- Enhances Consistency and Accuracy
Manual data entry can lead to errors and omissions. Automated Quick Issue relies on approved templates and structured rules to ensure every COI is issued consistently, minimizing the risk of mistakes and rework.
- Increases Operational Capacity
By automating routine requests, agencies can focus on more complex certificate endorsements and client service tasks. This boosts overall productivity and allows you to handle more volume without growing headcount.
- Seamless AMS Integration
Automated Quick Issue connects directly with leading AMS platforms via Certificate Hero’s open API. This ensures that data remains synchronized, accurate, and secure throughout the certificate lifecycle.
Ready to learn more?
Join us for our upcoming insightful 2-part webinar series where we’ll unveil how Automated Quick Issue is helping agencies like yours save time, reduce errors, and improve client satisfaction through intelligent automation.
Register today!