Cert IQ by Acord AI

Bring Clarity to
‍Every Certificate Request.

Cert IQ helps insurance teams organize certificate requests, prepare details from approved policy information, and route exceptions for review before authorized release.

Book a Cert IQ Demo ->
Book a Cert IQ Demo ->
See how it works
See how it works
01 / ORGANIZE
Bring request details into view
Forms IQ
02 / PREPARE
Keep policy information connected
Cert IQ
03 / VERIFY
Review before authorized release
Policy IQ
Accelerated
Organize repetitive certificate-preparation work.
Validated
Review prepared details against policy sources.
Transparent
Keep exceptions, approvals, and handoffs visible.
Built for certificate request preparation

Certificate Preparation,
with Review Built In.

Keep the request, certificate holder details, and supporting policy information together so your team can verify the prepared certificate and resolve questions.

Cert IQ
Certificate Request Intake
Organize incoming requests and identify the certificate holder and supporting information needed.
Request requirements
Holder and delivery details
Missing-information follow-up
Explore Cert IQ with our team
Explore Cert IQ with our team
Policy IQ
Cert IQ
Policy Information Review
Bring the relevant approved policy information into the preparation workflow.
Named insured and carrier details
Policy periods and identifiers
Coverage and limit references
Explore Cert IQ with our team
Explore Cert IQ with our team
Cert IQ
Certificate Detail Preparation
Prepare supported certificate fields using the available source information and request details.
Consistent field preparation
Holder information
Details ready for verification
Explore Cert IQ with our team
Explore Cert IQ with our team
Cert IQ
Special-Requirement Flags
Highlight requests that need further review, such as additional insured wording or other special requirements.
Requested wording for review
Requirements needing confirmation
Exceptions routed to the right reviewer
Explore Cert IQ with our team
Explore Cert IQ with our team
InboxIQ_Draft_Review
Cert IQ
Human Verification and Approval
Support a review of the prepared details and required approvals before release.
Source-document checks
Reviewer corrections
Authorized release decisions
Explore Cert IQ with our team
Explore Cert IQ with our team
Cert IQ
Request Status and Handoff
Keep the request’s preparation and review status clear through the configured delivery process.
Pending and reviewed requests
Recorded next actions
Completion and handoff visibility
Explore Cert IQ with our team
Explore Cert IQ with our team
Cert IQ
Cert IQ
Certificate Request Intake
Organize incoming requests and identify the certificate holder and supporting information needed.
Request requirements
Holder and delivery details
Missing-information follow-up
Explore Cert IQ with our team
Explore Cert IQ with our team
Explore Features
Explore Features
Policy IQ
Cert IQ
Policy Information Review
Bring the relevant approved policy information into the preparation workflow.
Named insured and carrier details
Policy periods and identifiers
Coverage and limit references
Explore Cert IQ with our team
Explore Cert IQ with our team
Explore Features
Explore Features
Forms IQ
Cert IQ
Certificate Detail Preparation
Prepare supported certificate fields using the available source information and request details.
Consistent field preparation
Holder information
Details ready for verification
Explore Cert IQ with our team
Explore Cert IQ with our team
Explore Features
Explore Features
Ask AIVA
Cert IQ
Special-Requirement Flags
Highlight requests that need further review, such as additional insured wording or other special requirements.
Requested wording for review
Requirements needing confirmation
Exceptions routed to the right reviewer
Explore Cert IQ with our team
Explore Cert IQ with our team
Explore Features
Explore Features
Cert IQ
Cert IQ
Human Verification and Approval
Support a review of the prepared details and required approvals before release.
Source-document checks
Reviewer corrections
Authorized release decisions
Explore Cert IQ with our team
Explore Cert IQ with our team
Explore Features
Explore Features
Forms IQ
Cert IQ
Request Status and Handoff
Keep the request’s preparation and review status clear through the configured delivery process.
Pending and reviewed requests
Recorded next actions
Completion and handoff visibility
Explore Cert IQ with our team
Explore Cert IQ with our team
Explore Features
Explore Features
Connected information. Controlled actions.

From Certificate Request to
‍Reviewed Next Step.

Start with the request, prepare details from the source information, and complete the checks required for authorized release.

01
Collect
Gather holder details, request requirements, and policy sources.
02
Verify
Review the relevant insured, carrier, and policy information.
03
Prepare
Populate supported certificate fields and identify exceptions.
04
Approve
Confirm prepared details and the required release approvals.
05
Handoff
Complete the configured delivery and record the request status.
Cert IQ
Step 01 / Collect
A complete request starts here
Keep the holder information and intended delivery details connected to the request.
Policy IQ
Step 02 / Verify
Prepare from the source
Use approved policy information for coverage, limits, identifiers, and effective dates.
Forms IQ
Step 03 / Prepare
Details ready for checking
Highlight missing information or special wording that needs an authorized review.
Cert IQ
Step 04 / Approve
Human review before release
Your team checks policy and endorsement support, makes corrections, and authorizes the next action.
Forms IQ
Step 05 / Handoff
A visible next step
Keep preparation, approval, and completion information clear through the supported handoff process.

Supported documents, outputs, connections, and review requirements are confirmed for your implementation.

Answers to your questions

Get to Know
Cert IQ.

Explore the workflow, the information your team needs, and the role of human review.
Have another question?
What is Cert IQ?

Cert IQ is Acord AI’s certificate request preparation and review solution. It helps organize request details, prepare supported fields, and track exceptions through human review.

What information is needed?

The workflow generally needs certificate holder details, the request requirements, and relevant policy information. Missing information should be confirmed before the certificate is finalized.

How are special wording requests handled?

Requirements such as additional insured wording or other special requests are flagged for review against the relevant policy and endorsements. Your authorized team decides what can be included.

Does Cert IQ change policy coverage?

Cert IQ supports certificate preparation and review. It does not change policy terms or independently authorize coverage changes; those requests require the appropriate insurance workflow.

Are certificates released automatically?

Release controls and available delivery actions are defined during setup. Your organization determines the approvals and authorized users required before a certificate is sent.

How can we assess the workflow?

Bring sample requests and the associated policy sources to a demo. We can review supported fields, exception handling, approval requirements, and the intended handoff.

Take the next step with Cert IQ

Make Certificate Requests
‍Easier to Prepare and Review.

See how Cert IQ can bring request details, policy context, and approval steps into an organized workflow.

Request a Cert IQ Demo ->
Request a Cert IQ Demo ->
info@acordai.ai
Tell us about your team's workflow.
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Your AI Assistant for Everyday Insurance Tasks.
Acord AI is an AI-powered insurance operations platform helping agencies, brokerages, and MGAs automate workflows, including inbox management, policy checking, ACORD forms, quote comparisons, and certificates. Powered by Insuserve1.
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