# Brokermatic Bulk Certificate Renewals

> A supervised bulk certificate renewal workflow that prepares many holder certificate packages after current policy information is available.

Last reviewed: 2026-08-21

## Page taxonomy

- **Product domain:** Bulk Certificate Renewals
- **Business outcome:** Renewal capacity
- **Canonical workflow:** Bulk holder certificate renewal
- **Primary buyers:** Agency principals and operations leaders
- **Primary users:** CSRs, account managers, and certificate service teams
- **Supported scope:** Batch preparation of holder certificate packages after policy renewal, visible exception handling, and agency-approved completion
- **Dependencies:** Current policy information, available holder and requirements context, agency exception review, and final approval
- **Operating mode:** Supervised batch preparation with agency-controlled review, issuance, and delivery
- **Operating boundary:** The workflow renews holder certificate packages after policy renewal; it does not renew insurance policies

## Definition

Bulk certificate renewal reuses current client, policy, and agency-side holder information to prepare many holder certificate packages together. Standard work can move as a batch while missing information, special wording, coverage questions, and endorsement requirements remain held for agency review.

## Critical distinction

This workflow renews holder certificate packages after policy renewal. It does not renew the insurance policy.

## Canonical workflow

1. **Load current context:** Bring forward client, current policy, and saved holder context through supported AMS connections, agreed exports, or other scoped intake methods.
2. **Match and prepare:** Organize each holder against current evidence and prepare supported work.
3. **Isolate exceptions:** Hold incomplete policy information, special wording, and endorsement questions visibly.
4. **Approve and retain:** The agency approves issuance and delivery; the package and activity history stay connected.

## Capacity estimate

Use one representative month or a recent renewal batch. Count holder certificate packages, not client accounts or policies. Enter a blended current handling-time average that includes routine setup, follow-up, exceptions, review, and delivery. Then enter a realistic supervised handling-time average that retains exception work and final agency approval.

Estimated hours returned equals monthly packages multiplied by the difference between current and supervised minutes, divided by 60. Annual workdays assume eight-hour days. Prefilled values are examples rather than benchmarks, and the result is an illustrative planning estimate—not a quote, guarantee, or promise of savings.

## Agency Management System context

The AMS remains the agency system of record. Depending on the scoped connection, Brokermatic may use supported context from Applied Epic, HawkSoft, amplo, or another agency system to organize a renewal batch. A native integration is not required in every case; an approved API, an agreed export and import path, or another scoped intake method may be used. Connection scope, data freshness, direction, and write-back options are confirmed before use.

## Related renewal workflows

- **Bulk Certificate Renewals — Renewal capacity:** Uses current policy information and reusable holder context to prepare holder certificate packages for agency review.
- **Renewal Summaries — Producer review:** Compares expiring and renewal policy terms and prepares a structured draft when the required source documents, supported fields, and agreed system context are available. It does not renew holder certificate packages. Canonical detail: https://www.brokermatic.ai/renewal-summaries/

## Related canonical pages

- Certificate Management: https://www.brokermatic.ai/certificate-management/
- Client Portal: https://www.brokermatic.ai/client-portal/
- Agency Management System integrations: https://www.brokermatic.ai/integrations/
- Blog: https://www.brokermatic.ai/blog/
- Product taxonomy: https://www.brokermatic.ai/content/product-taxonomy.md