Skip to main content
Book a demo

Certificate management for insurance agencies

Certificate of Insurance Management for your agency and your clients.

Give clients a secure portal to submit and track certificate requests while your team manages every request, exception, approval, and delivery in one queue.

Explore the Client Portal Book a demo
  • Agency-controlled access
  • One queue across intake
  • Supervised bulk renewals
Harbor Point InsurancePowered by Brokermatic.ai
Product preview ยท sample data

Good morning, Atlas Mechanical

Request certificates and see every open item in one place.

Certificate holders

Proposed experience
3 saved
Westbridge Property GroupChicago, IL · Last used July 18
Graystone General ContractorsDenver, CO · Last used June 2
Add a certificate holderProposed reusable holder experience

New certificate request

Step 1 of 2
Certificate holder Westbridge Property Group
What is this certificate for? Property management agreement
Add holder requirements or contract

Recent requests

View all
Metro Convention CenterSubmitted Aug 19 · 1 holder Agency review
Graystone General ContractorsCompleted Aug 16 · Package available Download

Request progress

REQ-2084
Holder details receivedWestbridge Property Group Complete
Coverage and endorsement reviewYour agency is reviewing one exception In progress

One request, start to finish

How a certificate request moves from client intake to completed package.

The insured gets a simple path to submit and track work. The agency retains control over review, issuance, and delivery.

  1. 01Insured client

    Add holder details

    Enter one or multiple holders and attach the requirements that matter.

  2. 02Portal

    Submit the request

    Capture purpose, wording, deadlines, and supporting documents upfront.

  3. 03Agency

    Review exceptions

    Organize policy data and requirements so staff can focus on gaps and judgment.

  4. 04Both

    Deliver and retain

    Keep the completed package, status, and request history connected.

One system, two better experiences

One certificate workflow for insured clients and agency teams.

Move routine status checks and data gathering out of the inbox without giving up professional review where judgment is required.

For insured clients

A familiar place to handle certificate work.

  • Add one or multiple holders to a request
  • Upload contracts and insurance requirements
  • Track progress and request-level history
  • Retrieve completed certificate packages

Proposed experience: a persistent, reusable holder directory for authorized client contacts. Not currently available.

For agency teams

One queue with the context already attached.

  • Unify portal, email, and staff-entered requests
  • Reuse client, policy, and agency-side holder information
  • Surface coverage and endorsement requirements
  • Retain delivery records and request history

What your team stops doing by hand

Less chasing. Less rekeying. Fewer status interruptions.

  • Searching inboxes for the latest holder details
  • Re-entering the same client and policy context
  • Answering routine "where is my certificate?" emails

Certificate renewal at scale

Bulk certificate renewal with agency review.

Reuse client, policy, and holder details, prepare certificates for one holder or many, and review requirements before anything is issued. Brokermatic handles repetitive setup; your team makes the final call.

Atlas Mechanical · 2026 holder renewal

Illustrative agency batch

Supervised workflow
112holder certificates
96ready to prepare
11need human review
5await policy data
Batch readiness96 of 112
Standard holder requirementsPolicy data and wording matched for review96 ready
Special wording or endorsementsCoverage evidence needs agency judgment11 review
Renewed policy data incompleteHeld until the supporting data is available5 on hold
See 11 exceptions Preview 96 ready
  1. 1Reuse current policy data
  2. 2Match holder requirements
  3. 3Route exceptions for review
  4. 4Approve delivery and retain history

Related client-service workflows

Bulk certificate renewal belongs to the core certificate product. These workflows remain smaller and clearly staged.

Policy renewal summariesGuided pilot

Turn policy changes into a producer-ready review.

Compare current and prior terms, premiums, coverages, and endorsements, then create a review-ready PDF for supported policy and account types.

Claims summariesRoadmap

Give loss history a cleaner handoff.

A planned workflow for turning claim and loss-run documents into a structured, reviewable client and producer summary. Not currently available; timing may change.

Connected and accountable

Security, access, and activity controls for certificate service.

Bring certificate intake, client context, review, and delivery together without pretending every exception should be automated.

Explore integrations

Secure Passwordless client access

Time-limited portal links for authorized client contacts.

Agency-controlled workflow

Client access, branding, review, and issuance stay under agency control.

Request activity history

Source documents, status, assignments, actions, and completed packages stay connected.

Integration-ready intake

Connect portal, email, uploads, APIs, and the systems your team already uses.

Bring one real request and one renewal batch.

See daily certificate service and bulk renewal working together.

Book a demo