Automate intake, validation, and delivery so insurance professionals gain back time every week. Brokermatic.ai keeps compliance tight and clients impressed.
Requests land in one queue, compliance checks run instantly, and brand-perfect certificates deliver with proof. Brokers stay focused on relationships, not paperwork.
Email, portal, and API submissions meet you where your needs are.
AI inspects endorsements, limits, and additional insured demands—flagging only exceptions your team needs to review.
Certificates quickly delivered, receipt logs automatically generated, and renewal reminders created.
Certificate requests are the heartbeat of an agency. They arrive from clients, lenders, and general contractors at all hours. Brokermatic gathers them into one queue so you can run your day with clarity.
Each request becomes a task with a clear owner, due time, and the right policy attached. The system nudges the right person, logs the delivery, and keeps client and policy views easy to read.
Start with one intake queue. Brokermatic checks the basics, shows you what is missing, and tracks delivery so you always know what went out.
The system assigns the work and follows up. Your team sees what is due today, and managers see what is stuck before it becomes a client issue.
Open a client or policy and see coverage, contacts, and recent certificates without digging through files.
Drop your details and we will schedule a 15-minute walkthrough tailored to your certificate volume.
Launch Brokermatic.ai with guided onboarding, automation milestones, and ongoing success support.
We commit 1% of time, product, profit, and equity to community impact so resilience scales with our growth.
We dedicate team hours to nonprofit and agency partners who need automation support.
We provide certificate automation credits to organizations expanding coverage.
We reinvest in insurance education and resilience programs.