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Catalyit Live: Cutting the Paperwork: Automated Cert Ins

Catalyit Live: Cutting the Paperwork: Automated Cert Ins
 
Join this Hot Topic session, presented by Certificate Hero, to discover how automation and AI can reduce risk, save time, and transform the way your agency issues certificates of insurance.

What You’ll Learn:
• How to issue certificates more accurately and efficiently
• How automation reduces manual effort and improves accuracy
• How AI-powered contract analysis and quick issue features save valuable time

Why It Matters:
• Issuing Certificates of Insurance (COIs) is one of the most labor-intensive and error-prone tasks in a commercial lines agency.
• Research shows 21% of all E&O claims are certificate-related, and 68% of those stem from simple errors.
• Mistakes consume valuable staff hours and expose agencies to costly consequences.

Things to Think About:
• Which parts of your certificate process are most time-consuming today?
• How much risk exposure does your agency face from manual errors?
• How could automation free up your team to focus on higher-value client work? 
 
For All Agency Staff

CE will not be offered for this webinar
Free for Big I New York and Big I Connecticut members!* 

Register Now (You will be leaving the Big I NY or CT website)

Catalyit Questions? 
Email: Hello@catalyit.com
Phone: 608-673-5261
https://catalyit.com/contact-us/  (includes Live Chat)

* If you are not a Big I member, contact:
Christine Neet, AVP of Member Engagement 
cneet@biginy.org or call 315-432-4231  
www.biginy.org/join           www.bigict.org/join

 
When
11/18/2025 2:00 PM - 3:00 PM
Where
Online-at Your Desk

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