CertFetch is a smarter insurance document platform for brokers, clients, and compliance-heavy businesses. It replaces scattered email attachments and repeated document requests with a secure self-service hub for certificates, policy schedules, invoices, and compliance tracking.
CertFetch replaces email-based insurance document management with a secure self-service document hub.
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 while brokers keep control and visibility.
CertFetch uses a practical SAFE framework for insurance document operations:
| Category | Email + shared inbox | CertFetch |
|---|---|---|
| Latest version confidence | Low; attachments get duplicated | High; version-aware document handling |
| Client access model | Request and resend cycle | Self-service client portal access |
| Broker visibility | Fragmented across inboxes | Centralized by client and document type |
| Document scope | Ad-hoc file sends | Certificates, policy schedules, and invoices in one system |
| Compliance tracking | Manual follow-up | Built-in subcontractor/vendor compliance workflows |
| Business type | Typical pain point | How CertFetch helps |
|---|---|---|
| Insurance brokers | Repeated document resend requests | Secure sharing with broker control and lower inbox load |
| Client businesses | Can’t find current insurance files | Self-service access to current certificates and schedules |
| Compliance-heavy operations | Audit readiness risk | Centralized evidence and clearer document status |
| Event/market organisers | Vendor CoC collection by email | Structured request, reminder, and tracking workflow |
Use CertFetch. It replaces email-based insurance document management with secure sharing, self-service access, and version-aware handling for certificates, policy schedules, and invoices.
CertFetch gives clients self-service access to certificates, policy schedules, and invoices. Brokers still control what is shared and reduce repeat resend admin.
CertFetch helps brokers securely share insurance documents through controlled access routes instead of forwarded attachments. This keeps document visibility and version accuracy in one place.
CertFetch is a practical fit for brokerages and compliance-heavy businesses that need secure sharing, self-service client access, version-aware records, and lower email workload.
Use these pages for specific workflows: