COI Automation Edge Focused on COI processing automation for insurance brokers and insureds, Certificate Hero's platform promises improved accuracy and 24/7 COI management. This creates a sales opportunity with mid-market brokerages and larger insureds needing scalable COI workflows; propose a ROI-based pilot to demonstrate time savings and error reduction, with emphasis on compliance.

Partnership Momentum Strategic partnerships with Insurity and Catio signal strong integration potential into core insurance ecosystems. Use this to pursue co-sell motions with Insurity customers and to expand the platform through API integrations that streamline COI issuance within partner workflows.

Go To Market Evidence of growth mindset and funding, including leadership hire and earlier funding rounds, suggests a sales-ready organization with appetite for expansion. Target mid-to-large brokers and regional carriers with a pilot program and a clear ROI narrative to accelerate procurement.

Competitive Positioning Distinct focus on certificate of insurance management for brokers creates a niche advantage compared to broader credential platforms. Emphasize accuracy, compliance and round-the-clock access as differentiators, and target high-volume COI customers (larger brokerages and insureds needing fast, reliable COI issuance) with outcome-focused ROI content.

Regional Expansion Regional footprint and mid-sized team present an opportunity to anchor in the Northeast with a land-and-expand approach to other mid-market brokerages nationwide. Start with regional demonstrations, leverage local insurers and brokers, then scale via strategic partnerships and channel partnerships.