Using Generative AI to Issue New Certificates of Insurance and Create a Lead Generation Opportunity (w/John Paul Sutrich, Co-Founder Certificate Hero)

John Paul Sutrich is Co-founder of Certificate Hero, a SaaS platform for issuing certificates of insurance.

Certificate Hero compares contractual insurance requirements to the insured's policy data, automating the certificate issuance process, enhancing certificate processors' capabilities, ensuring the consistent and reliable delivery of certificates in the fast-paced landscape of the commercial insurance industry.  

The product reads the contract, finds and parses an insurance clause into its most meaningful components to issue a correct certificate, then compares this to the data in the agency management system, and flags areas of non-compliance for processor action. This leads directly to saving time at agencies and insurers as hundreds of millions of certificates a year.

John Paul delves into the historical roots of certificate issuance, tracing it back to the era of typewritten forms. He emphasizes how this traditional process has struggled to keep pace with the complexities of today’s contractual insurance requirements. All parties to the certificate have an interest in its being accurate, yet by the time most policies are received the policy has been signed and there is no room for corrections. Certificate Hero doubles as a lead generation tool by pinpointing inconsistencies and highlighting opportunities for brokers to engage with their clients and upgrade coverages.

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