AI-native — agent-driven workflow platform

The workflow engine for insurance compliance.

Brokermatic automates the entire certificate-of-insurance lifecycle — request, collect, extract, and verify — then puts governed agents on every exception and renewal. Connect your sources and systems, and stand up new integrations in days, not quarters.

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70%
less time on COIs
Zero
coverage gaps missed
Days
to a new integration
Vendor 4471 — COI verification COMPLIANT
General Liability — $2M / $4M✓ meets limit
Additional Insured — CG 20 10✓ endorsed
Waiver of Subrogation✓ present
Auto Liability — expires 14d→ renewal queued
Requirement set #RS-4471 — decided by Compliance Queue Operator — logged & auditable
The COI lifecycle, automated end to end
Request
Branded requests go out to vendors & brokers automatically.
Collect
Packages land via portal, email or API — reminders auto-follow.
Extract
ACORD 25 & 101 and endorsements parsed into structured data.
Verify
Checked against your requirement set — limits, AI, waivers.
Monitor & renew
Expirations watched; renewals opened before coverage lapses.
The workflow platform

One engine. Many ways to stay compliant.

Compose workflows from connectors, collectors, agents, and rules. Plug into the systems you already run — and ship new integrations without forking the product.

Inbound email
Vendor / broker API
File drop — S3
Web scrape — feeds
Ingest
Connectors & Collectors
governed access
Extract
Extraction Agent
ACORD — structured
Verify
Verification Engine
requirement set — guardrails — audit log
Compliant
✓ all lines satisfied
Exception
→ routed to review
Synced
to your systems & portals
Compose, don't code

Build workflows from connectors, agents, and rules — no fork per customer.

Integrate anything

Email, APIs, ERPs, file drops, vendor portals and downstream systems.

Agents do the work

Governed agents ingest, extract, verify and act across the whole flow.

Governed end to end

Tenant isolation, approval boundaries and a decision log on every run.

What it does for your business

Your compliance program, run for you.

A team of governed agents handles the work your people shouldn't have to — so coverage never lapses and audits never surprise you.

Never chase a COI again

Requests go out, reminders follow, and certificate packages get collected from vendors and brokers — without your team in the inbox.

Powered by the Data Source Monitor

Verified the moment it lands

Every ACORD 25 and 101 is read and checked against your requirement set on arrival — limits, additional insured, endorsements and waivers.

Powered by the Extraction Agent & Queue Operator

Exceptions surface, not slip

Low-confidence, expiring, or non-compliant certificates are flagged and routed for review — so risk gets a human, and the rest stays automatic.

Powered by the Evidence Intake Reviewer

Audit-ready, always

Every decision carries an immutable log — what was checked, against which rules, by which agent — so proving compliance is a query, not a fire drill.

Powered by governance & the Workflow Health Analyst
Integrations

Works with the systems you already run.

Connectors govern access to standard systems; collectors handle the messy, unstructured sources. Credentials stay in your secret store — never in app config. New source? A new integration ships in days.

Browse the connector catalog →
Inbound email
Vendor & broker APIs
S3 & file drops
ERP & vendor masters
Webhooks
Scrape & feeds
Your systems — tenant API
Hosted vendor portals
Source recipes
Governed

Every agent has a contract

Explicit scope, tool policy and approval boundaries. External actions are guardrail-checked before they run.

Isolated

Tenant-scoped by default

Strict isolation on every record and run. Secrets are referenced, never stored in application tables.

Auditable

A decision log on everything

Objective, input, output and guardrail result captured per run. SOC 2-aligned posture throughout.

Latest insights

Practical insurance automation guidance.

Read plain-English notes on coverage requirements, compliance workflows, and governed AI operations.

View all posts →
Coverage & Contracts

Waiver of subrogation explained.

What waiver of subrogation changes, why contracts request it, and what insureds should verify before agreeing.

Read article →
Platform

Launch brief: the agentic insurance compliance platform.

How governed AI agents change certificate, policy, and client workflow operations.

Read article →

See the workflow engine on your stack.

A 30-minute walkthrough on your own requirements, certificates and systems.

Book a demo
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The agent-driven workflow engine for insurance compliance.

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