Certificate management for insurance agencies
Give clients a secure portal to submit and track certificate requests while your team manages every request, exception, approval, and delivery in one queue.
Good morning, Atlas Mechanical
Request certificates and see every open item in one place.
Certificate holders
Reusable holder contextNew certificate request
Step 1 of 2Recent requests
View allRequest progress
REQ-2084Certificate operations
Portal, email, and staff requests in one accountable queue.
Incoming certificate requests
6 open · 2 need reviewOne workflow
All channelsShared ownership, status, and activity history across portal, email, and agency-created intake.
Human where it matters
Needs reviewCoverage and wording gaps are surfaced before certificate packages are prepared.
One request, start to finish
The insured gets a simple path to submit and track work. The agency retains control over review, issuance, and delivery.
Enter one or multiple holders and attach the requirements that matter.
Capture purpose, wording, deadlines, and supporting documents upfront.
Organize policy data and requirements so staff can focus on gaps and judgment.
Keep the completed package, status, and request history connected.
One system, two better experiences
Move routine status checks and data gathering out of the inbox without giving up professional review where judgment is required.
For insured clients
Faster repeat requests: authorized client contacts can search and reuse holder details when the agency enables the contact, grants the required permissions, and the implementation has the necessary holder and system context.
For agency teams
What your team stops doing by hand
Certificate renewal at scale
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.
Agency Management System integrations
Brokermatic is designed to work alongside the Agency Management System your team already relies on. We plan connection paths for systems such as Applied Epic, HawkSoft, and amplo so agreed client, policy, holder, document, status, and completed-package context can support the certificate workflow.
Explore AMS integration optionsIntegration requirements: Available methods, permissions, data fields, direction, and timing vary by system and implementation. Your AMS remains the system of record, and the exact connection path is confirmed with your agency.
Agency Management System
Define the approved client, policy, document, and servicing context required for certificate work.
Agency Management System
Map certificate requests to the agency's existing client, policy, note, and document workflow.
Agency Management System
Connect certificate activity to the approved agency context available to the implementation.
Use only the client, policy, holder, and document context the workflow needs.
Organize intake, preparation, exceptions, approvals, delivery, and renewal batches.
Scope how agreed status, activity, and completed artifacts are returned or retained where supported.
Outcomes across the renewal cycle
Certificate renewal and policy comparison solve different jobs while keeping source context, exceptions, and agency review visible.
Connected and accountable
Bring certificate intake, client context, review, and delivery together without pretending every exception should be automated.
Explore integrationsTime-limited portal links for authorized client contacts.
Client access, branding, review, and issuance stay under agency control.
Source documents, status, assignments, actions, and completed packages stay connected.
Evaluate approved connection paths for Applied Epic, HawkSoft, amplo, and other agency systems.
Bring one real request and one renewal batch.
