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.

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

Purpose-built experiences for every insurance role.

“Brokermatic cut our backlog from days to under an hour. The automation freed an entire CSR headcount.”

A
Angelo
Operations Director
30%
Client satisfaction
20%
Per-Policy Revenue impact
Pricing

Scale certificates without adding extra hours.

Single
$159/month
  • Single-user license
  • ACORD automation toolkit
  • Clients & Policies View
  • 24 hour file storage
  • Email & chat support
Contact Sales
Enterprise
Custom
  • Office +
  • Carrier & AMS integrations
  • SSO + audit logs
  • White-labeled portals
  • 24/7 rollout squad
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.