Strategic Partnerships Certificate Hero has recent collaboration activity with technology and insurance players, including a design partner spotlight with Catio in May 2025 and a May 2024 partnership with Insurity. Leverage channel and integration partnerships to expand cross-sell opportunities to insurance brokers and carrier clients that rely on COI management and automated certificates.

COI Platform The core offering is a SaaS platform for issuing and managing certificates of insurance with emphasis on accuracy and 24/7 access. Target mid-market to enterprise brokers and insureds seeking operational efficiency, durability, and compliance to upsell premium automation, analytics, and bulk certificate workflows.

Sales Momentum Leadership changes in 2022 and a steady fundraising trajectory indicate growth-stage momentum. With a reported revenue range of 25 to 50 million and prior funding of 8.4 million, there is budget availability for expansion into new verticals or regions and for accelerating enterprise sales efforts.

Technology Stack Utilizes a modern cloud and integration-friendly tech stack (AWS, Google Cloud, Firebase, MongoDB, Jira, HubSpot Content Hub, Webflow). This enables integration-led sales conversations, API-enabled partnerships, and scalable deployments that can be positioned to buyers seeking robust security, reliability, and seamless data workflows.

Competitive Positioning Operating in the insured COI management space with competitors of varying sizes, Certificate Hero can differentiate on 24/7 access, accuracy, and broker-centric workflow optimization. Position as a compliant, user-friendly platform with strong partner ecosystems to capture brokers looking to consolidate COI processes and reduce manual overhead.