Revolutionizing the Process of Acquiring and Transmitting Certificates of Insurance Online

Simplify the Process

Simplifies the process of creating, acquiring and transmitting COIs for insurance agencies of all sizes, from large global brokerages to local individual agents.

Empower Customers

Empower your customers to produce and transmit their own COIs whenever and wherever they need to.

Increase Productivity

Increase your agency’s productivity by sending bulk batches of COIs at once and eliminating many of the manual tasks associated with producing and transmitting COIs.

Secure Transmissions

Transmit COIs with the highest level of safety and security through the industry’s only patented software solution that prevents the unauthorized production of COIs.

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1,000,000

Over one million certificates transmitted a year

24 Years Experience

Founded by an insurance industry pioneer in 1999

International Reach

Transmit certificates throughout the US & Canada

About Certificate Exchange

Improving the process for distributing Certificates of Insurance for over 20 years 

Founded by a leading insurance industry pioneer in 1999, Certificate Exchange has been revolutionizing the process of acquiring and transmitting Certificates of Insurance online for over 20 years.  Because Certificate Exchange was founded and built by insurance professionals, we understand what matters most to brokers and agencies of all sizes.  Certificate Exchange’s software and services are delivering exactly what your agency needs to succeed.

about certificate exchange
  • Provide industry leading security and control. We offer the industry’s only proprietary and patented Certificate of Insurance solution, that prevents the unauthorized distribution of Certificates.
  • Simplify the process. We remove all the complexities associated with acquiring, transmitting and even renewing Certificates of Insurance.
  • Increase your agency’s productivity. We increase the productivity and effectiveness of your team, with a simple and efficient process that allows for the automated and secure transmission of COIs throughout the United States and Canada.
  • Empower your customers. We give your clients the ability to produce, transmit and distribute Certificates of Insurance anytime and anywhere, seamlessly and securely.
  • Reinforce and grow your brand. We provide a customizable branded solution that aligns and supports your agency’s brand and marketing strategy.

Confidence that Comes from Security

The industry’s only proprietary and patented software

Certificate Exchange understands how important security is when it comes to transmitting Certificates of Insurance.  That is why we created our industry leading patented technology that not only ensures the safe and accurate creation and transmission of your clients’ certificates, but also prevents fraud and the distribution of unauthorized certificates.

This added peace of mind, allows both you and your clients to focus on the things that matter, like servicing your clients and growing your business.

certificate exchange security

Schedule a FREE DEMO

Learn more about what Certificate Exchange can do for you!

certificate exchange productivity

Increased productivity for your agency

Giving you the ability to better service your clients needs

Because of its secure patented software, Certificate Exchange empowers your agency to be more efficient and productive.  This can lead to cost savings on day one.  By automating the distribution process and giving your team the flexibility, control and features they need to be able to efficiently process and distribute certificates, your agency will save time and money.

Additionally, with Certificate Exchange, you can now send out multiple certificates at once.  This ability to send out large bulk batches of certificates will save your team time.  The less time that your team can spend on the mundane task of certificate processing and distribution, the more time they can spend on the things that truly grow and expand your agency’s business.

Simple and Hassle-Free Process

Intuitive and easy, anyone can produce and transmit COIs safely and securely

Through its intuitive online request process, Certificate Exchange makes the acquisition and transmission of Certificates of Insurance so easy, anyone can do it.  Just follow the simple checkbox questionnaire format and you can create, email, fax and print your Certificates of Insurance quickly and easily.

certificate exchange

1

Step 1

Login to Certificate Exchange’s secure web portal

2

Step 2

Input insured data

3

Step 3

Enter certificate holder information

4

Step 4

Issue certificate

customized brand

Customized to Build Your Brand

Certificate Exchange understands the power and value of your company’s brand and your company’s strategic marketing efforts. That is why we customize our solutions to work in conjunction with your unique branding strategy. Whether it is simply a logo or a specific color scheme and style, we create individualized branded portals that not only put your brand front and center, but also add strength to the consistency of your brands look and feel. This customization provides your clients with both comfort and confidence that they have come to expect when working with your agency.

Testimonials

Whenever my team has questions or needs assistance, Certificate Exchange is always available to help.

user

Certificate Exchange US Customer 23 years

The reliability of the system is what sets Certificate Exchange apart. There is never any downtime.

user

Certificate Exchange US Customer 20 years

The fact that Certificate Exchange is willing to customize their system to fit my needs says it all. I have no need to ever use anyone else.

user

Certificate Exchange Canadian Customer 12 years

The renewal features in the spreadsheet reports are awesome. They are honestly the best I have ever seen and make my job so easy.

user

Certificate Exchange US Customer 7 years

No other certificate management software has figured it out like them. And I am not so sure they ever will. Thank goodness for Certificate Exchange.

user

Certificate Exchange Canadian Customer 2 years

Contact us

Send us a message


    Certificate Exchange Inc.
    1 Baxter Way, Suite 130, Westlake Village, CA 91362

    Conformance status: The Web Content Accessibility Guidelines (WCAG) defines requirements for designers and developers to improve accessibility for people with disabilities. It defines three levels of conformance: Level A, Level AA, and Level AAA. Certificate Exchange is partially conformant with WCAG 2.1 level AA. Partially conformant means that some parts of the content do not fully conform to the accessibility standard.

    Feedback: We welcome your feedback on the accessibility of Certificate Exchange. Please let us know if you encounter accessibility barriers.
    Phone: (800) 935-2245, E-mail: [email protected], Postal address: 1 Baxter Way, Suite 130, Westlake Village, CA 91362.
    We try to respond to feedback within 2 business days.

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    Copyright 1999-2023 © Certificate Exchange Inc.™ United States Patent 7,398,220 | 855-650-CERT (2378)

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