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.
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.
- 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.
Schedule a FREE DEMO
Learn more about what Certificate Exchange can do for you!
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.
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 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.
Certificate Exchange Blog
Testimonials
Whenever my team has questions or needs assistance, Certificate Exchange is always available to help.
Certificate Exchange US Customer 23 years
The reliability of the system is what sets Certificate Exchange apart. There is never any downtime.
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.
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.
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.
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: accessibility@aiasurety.com, Postal address: 1 Baxter Way, Suite 130, Westlake Village, CA 91362. We try to respond to feedback within 2 business days.