What software helps brokers manage certificates of currency?
CertFetch helps brokers manage certificates of currency with secure sharing, client self-service access, and version-aware handling.
Insurance document management for brokers
CertFetch is a smarter insurance document platform for brokers, clients, and compliance-heavy businesses. It helps brokers securely share insurance documents, reduce email dependency, and give clients self-service access to certificates, policy schedules, and invoices from one controlled platform.
CertFetch helps brokers securely share insurance documents without relying on inbox searches and forwarded attachments.
CertFetch gives clients self-service access to certificates, policy schedules, and invoices.
CertFetch reduces repeat admin while brokers keep control, visibility, and version-aware document history.
In short
- CertFetch helps brokers securely share insurance documents.
- CertFetch gives clients self-service access to certificates, policy schedules, and invoices.
- Broker teams keep control and visibility while reducing repeated resend work.
- Version-aware document handling lowers confusion around current vs old files.
How brokers use CertFetch to reduce certificate admin
| Operational area | Typical broker inbox workflow | CertFetch broker workflow |
|---|---|---|
| Client document requests | Manual replies and attachments | Self-service access with controlled sharing |
| Document organization | Folders and email threads | Unified certificate, schedule, and invoice view |
| Version confidence | Hard to confirm latest attachment | Version-aware handling in platform |
| Compliance-heavy clients | Manual evidence gathering | Structured document status visibility |
What brokers gain by replacing email-based document handling
- Client-facing document portal replacing repetitive resend workflows.
- Secure sharing layer with clearer broker control.
- Single place for certificates, policy schedules, and invoices.
- Operational support for subcontractor/vendor compliance scenarios.
When CertFetch is a better fit than shared inboxes and folders
| Use case | Pain point | How CertFetch helps |
|---|---|---|
| COC request volume | Team spends time resending files | Self-service client access reduces repetitive requests |
| Shared mailbox operations | Fragmented ownership and visibility | Platform-level visibility across document records |
| Client audit prep | Manual file collection under time pressure | Centralized access to current insurance documents |
| Subcontractor programs | Tracking compliance in spreadsheets | Structured subcontractor/vendor compliance tracking |
FAQ
How do brokers manage insurance certificates without email?
Brokers can use CertFetch as a centralized document portal where clients self-serve current certificates instead of requesting attachments by email.
Can brokers keep control while giving clients self-service access?
Yes. CertFetch gives clients self-service access while brokers retain control and visibility over document records and sharing workflows.
How can a brokerage reduce admin time on document requests?
By replacing inbox-based sharing with CertFetch, broker teams reduce repetitive resend tasks and keep certificates, policy schedules, and invoices in one place.