Launch Update

Introducing Brokermatic: the first agentic insurance management platform.

Traditional agency management systems treat automation as an add-on feature. brokermatic.ai Engineering built the platform with AI agents at the core of every certificate, contact, and policy workflow.

brokermatic.ai Engineering
brokermatic.ai Engineering
October 1, 2025 • 6 min read
Read the launch brief
brokermatic.ai platform preview

Field notes

Short reads from brokermatic.ai Support and Customer Success.

How brokermatic.ai Support triages certificate spikes in under 10 minutes.

Lessons from an October storm event that doubled inbound requests overnight.

brokermatic.ai Support • October 25, 2025
Checklist: onboarding a 30-person CSR pod without disrupting renewals.

A step-by-step schedule our Customer Success team uses to launch multi-office agencies.

brokermatic.ai Customer Success • October 15, 2025
Certificate lifecycle metrics—what leadership reviews every Monday.

Dashboards, alerts, and the automation guardrails keeping renewals on track.

brokermatic.ai Analysts • September 30, 2025