One certificate request queue
Portal, email, and agency-created requests share one operating model.
Certificate Management
Certificate Management that gives your service team capacity back.
Brokermatic brings portal, email, and agency-created requests into one queue, prepares routine certificate work from existing policy data, and holds exceptions for agency review. Your team spends less time organizing requests; leaders gain a clearer view of workload, ownership, and progress.
Certificate Management page summary
- Product domain
- Agency Certificate Management
- Primary audience
- Agency principals, operations leaders, and service teams
- Canonical workflow
- Capture → Resolve → Prepare → Review → Complete
- Operating mode
- Supervised workflow with agency-controlled completion
- One certificate request queue
- Agency-controlled review
- Connected request history
Certificate request queue
All active work · 3 items require attention
24Open
7Assigned today
3Need review
12Completed today
Priority workOwner · source · status
Atlas Mechanical · NorthgateMaria S. · Due today
PortalReview wordingBeacon Foods · RiverwalkDaniel R. · 4 holders
EmailPreparingOakline Electric · SummitMaria S. · Due tomorrow
AgencyMissing policyToday’s assigned work19 of 31 complete
Certificate Management business outcomes
Exception-focused review
Uncertain or incomplete work is visible and held for agency review.
Operational visibility
See volume, ownership, progress, and blockers in one view.
Request activity history
Keep source material, status, assignments, decisions, and completed packages together.
Leadership visibility
Operational visibility across every certificate request.
Fragmented intake creates invisible work. A shared certificate request queue turns every request into an owned, traceable unit of service.
Know what arrived
Preserve the source context while portal, email, and agency-created work becomes one request model.
Know who owns it
Assignments, due dates, holder-level progress, and follow-up work make workload easier to lead.
Know what needs judgment
Missing information, ambiguous matches, and requirement gaps remain pending until your team resolves them.
One queue from request to package
How requests move from intake to completed certificate package.
Brokermatic assists with the repeatable setup and makes exceptions explicit. Your agency retains the review and decision rights.
Capture
Accept requests through the Client Portal, inbound email, or your agency team.
Resolve
Match the client, policy, and holder, then create a clear unit of work.
Prepare
Reuse existing policy data, organize requirements, and surface missing information.
Review
Route uncertain or incomplete requests to the right agency user for resolution.
Complete
Keep status, activity, source material, and completed artifacts connected.
Exception-focused supervision
Assisted preparation with agency review for exceptions.
Not every certificate request deserves the same amount of human attention. Work with a confident client and policy match, clear holder details, clear requirements, and available policy data can move while uncertain or incomplete items stay visible for review.
Prepare supported work.
Clear context allows the repetitive setup to move forward while final agency control remains intact.
- Client and policy resolve confidently
- Holder and requirements are clear
- Certificate work is prepared from existing data
- The servicing team receives the connected package and context
Hold what needs judgment.
Incomplete or conflicting information never advances as though it were resolved.
- Client or policy match is ambiguous
- Requirements or holder details are incomplete
- Coverage or instruction conflicts need review
- Work stays pending until an agency user resolves it
Agency control is the operating model.
Brokermatic uses “prepare,” “assist,” and “route” intentionally. It does not imply unattended issuance or delivery to outside requesters.
Illustrative capacity estimator
See how much staff capacity could be unlocked.
Enter your monthly certificate volume and current staff handling time. The estimator applies a fixed 62.5% illustrative time-savings assumption.
How to use this estimator
Use one representative month or a recent request sample. Results update when you change either input.
- Count requests. Enter the certificate packages completed in a typical month—count requests, not insured accounts.
- Use today’s average. Enter total staff minutes per request, including intake, setup, follow-up, exceptions, review, approval, and delivery.
- Apply the fixed assumption. The estimator models a 62.5% reduction in staff handling time. This is an illustrative scenario—not a benchmark or prediction.
Understanding the result: Potential hours unlocked = monthly requests × current staff minutes per request × 62.5% ÷ 60. Modeled remaining time equals 37.5% of current time. Annual workdays assume eight-hour days.
Tip: Prefilled values are examples, not benchmarks. For a better baseline, divide total staff minutes from a recent sample by completed requests.
Illustrative time-savings assumption62.5%less staff handling time per requestFixed for this model—not a predicted result for your agency.
Use a blended current average that includes routine and exception cases. Actual results vary with request complexity, policy readiness, exception volume, data quality, integrations, and agency review requirements.
Potential staff hours unlocked per month45.0
Based on 180 requests, 24 minutes per request, and the 62.5% illustrative assumption.
72.0Current staff hours / month
27.0Modeled staff hours remaining / month
67.5Potential 8-hour workdays / year
ReviewAgency controlled
Illustrative planning estimate only. The 62.5% reduction is a fixed modeling assumption, not an observed average or a forecast for your agency. It is not a quote, guarantee, or promise of savings. Validate the assumption against a representative sample of your own work.
Better leverage across the agency
Outcomes for principals, producers, service teams, and insured clients.
Lead from the queue.
See volume, ownership, bottlenecks, and exceptions without assembling updates from multiple inboxes.
Protect client time.
Get clearer progress and fewer certificate-status interruptions during client work.
Work from context.
Keep the client, policy, holder, source documents, and exception reason attached.
See what is happening.
Authorized client contacts submit requests, follow holder-level progress, and retrieve completed packages through agency-controlled access.
How the pieces fit
Certificate Management connects insured intake, daily service, and renewal work.
See how authorized client contacts submit and track requests.
The Client Portal is the insured-facing entry to the certificate request queue.
Extend the same controls to Bulk Certificate Renewals.
Use supervised batch preparation after current policy information is available.
Keep Certificate Management connected to your AMS.
Evaluate scoped paths for client, policy, holder, document, status, and completed-package context across Applied Epic, HawkSoft, amplo, and other agency systems.
Canonical definitions
Certificate Management scope and operating boundaries.
What is Brokermatic Certificate Management?
It is the agency-side workflow that connects certificate request source, client, policy, holder, requirements, owner, status, exceptions, activity, and completed artifacts in one request model.
Which intake channels enter the certificate request queue?
Requests can arrive through the authorized insured client portal, inbound agency email, or agency-created intake.
What does exception-focused review mean?
Missing, conflicting, or uncertain information remains visible and on hold until an agency user resolves it. Clearer work can continue through preparation.
Does Brokermatic issue or send certificates without agency review?
No unattended issuance is implied. Brokermatic prepares and routes work; the agency reviews, approves, issues, and controls the final handoff.
What information stays connected to a request?
Source messages and documents, client and policy context, holder details, assignments, status changes, review actions, and completed certificate artifacts remain connected.
How does Certificate Management relate to the Client Portal?
The Client Portal is the insured-facing intake and visibility experience. Certificate Management is the agency-side workflow where those requests are reviewed and completed.
Does Brokermatic replace our Agency Management System?
No. Your AMS remains the system of record for client and policy data. Brokermatic adds a supervised Certificate Management workflow around it. Available data, connection direction, refresh timing, and write-back options are confirmed for your agency during evaluation.
Bring your intake mix, volume, and review standards.