Certificate management platform

Finish certificate requests in minutes, not mornings.

Automate intake, validation, and delivery so insurance professionals gain back time every week. Brokermatic.ai keeps compliance tight and clients impressed.

Contact sales Schedule demo
Hours reclaimed weekly
97% Extraction accuracy
4 min Avg. COI generation
Mornings -> Minutes Hours -> Seconds Manual -> Automated Slow -> Instant
How it works

Every certificate follows a disciplined, automated path.

Requests land in one queue, compliance checks run instantly, and brand-perfect certificates deliver with proof. Brokers stay focused on relationships, not paperwork.

INTAKE Unified queue

Email, portal, and API submissions meet you where your needs are.

VALIDATION Compliance autopilot

AI inspects endorsements, limits, and additional insured demands, flagging only exceptions your team needs to review.

DELIVERY Proof built in

Certificates quickly delivered, receipt logs automatically generated, and renewal reminders created.

Solutions

A clear system for certificate work.

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.

Certificate processing

Start with one intake queue. Brokermatic checks the basics, shows you what is missing, and tracks delivery so you always know what went out.

  • Single queue for every request
  • Checklist for limits, holders, and special wording
  • Delivery logged for audit and renewal
Task notifications

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.

  • Owner, priority, and due time on every task
  • Reminders when items age or stall
  • Daily view of what is waiting
Client and policy views

Open a client or policy and see coverage, contacts, and recent certificates without digging through files.

  • Active coverage summary in plain terms
  • Time-on-Policy tracking for renewal insights
  • Open requests and certificate history
  • Contacts and notes in one screen
Single queue Every request has an owner and a status.
Live alerts Tasks stay on track without manual chasing.
Clear answers Client and policy details are easy to find.
Pricing

Scale certificates without adding extra hours.

Pick the tier that matches your team size, certificate volume, and how much review work you want Brokermatic to automate.

Professional

Built for a principal-led agency or a lean service team with one or two account managers.

$318/month
  • Single certificate generation
  • Bulk certificate generation
  • Clients & Policies View
  • Shared request intake
  • 24 hour file storage
  • Email & chat support
Fast single and bulk generation for smaller teams.
Contact Sales
Agency Pro

Built for mid-market agencies and larger operations running sustained certificate volume.

$838/month
  • Everything in Professional
  • Insurance requirements analysis
  • Policy gap detection
  • White-labeled portal
  • Advanced compliance rules
  • Role-based workflows
  • Permanent file storage
Adds requirements analysis, policy gap detection, and a white-labeled portal for higher-volume teams.
Contact Sales
Enterprise

Built for national organizations with enterprise-scale volume and strict compliance and audit requirements.

Custom
  • Everything in Agency Pro
  • Carrier & AMS integrations
  • SSO and audit-ready controls
  • Custom governance controls
  • SOC 2 readiness roadmap
  • Single-tenant availability
  • Dedicated support
  • Rollout planning for distributed teams
Full platform access plus governance controls, a clear SOC 2 readiness path, dedicated support, and rollout help for distributed teams.
Contact Sales
Contact

Talk with our team about automation for your agency.

Drop your details and we will schedule a 15-minute walkthrough tailored to your certificate volume.

 

Reclaim a full day every week.

Launch Brokermatic.ai with guided onboarding, automation milestones, and ongoing success support.

Talk to our team
Impact

Brokermatic aligns with the Pledge 1% movement.

We commit 1% of time, product, profit, and equity to community impact so resilience scales with our growth.

Time for partners

We dedicate team hours to nonprofit and agency partners who need automation support.

Product access

We provide certificate automation credits to organizations expanding coverage.

Profit for progress

We reinvest in insurance education and resilience programs.

See our Pledge 1% commitment About Pledge 1%