# Brokermatic Certificate Management

> A supervised certificate request management workflow that brings portal, email, and agency-created intake into one accountable queue.

Last reviewed: 2026-08-20

## Page taxonomy

- **Product domain:** Certificate Management
- **Business outcome:** Accountable certificate operations
- **Canonical workflow:** Certificate request management
- **Primary buyers:** Agency principals and operations leaders
- **Primary users:** Brokers, producers, CSRs, and account managers
- **Primary outcome:** More staff capacity with clearer workload, ownership, progress, and exception visibility
- **Operating mode:** Supervised workflow with agency-controlled review and completion

## Definition

Brokermatic Certificate Management is the agency-side certificate operation. It connects request source, client, policy, holder, requirements, owner, status, exceptions, activity, and completed artifacts in one request model.

## Intake sources

- Enabled insured client portal
- Inbound agency email
- Agency-created request

## Canonical workflow

1. **Capture:** Receive the request and preserve source messages and attachments.
2. **Resolve:** Match the agency, client, policy, and holder context.
3. **Prepare:** Reuse existing policy information and organize requirements.
4. **Review:** Hold ambiguous, incomplete, or conflicting work for an agency user.
5. **Complete:** Retain status, activity, source material, decisions, and completed certificate artifacts together.

## Exception taxonomy

- Ambiguous client or policy match
- Missing policy information
- Incomplete holder or requirement information
- Coverage or instruction conflict
- Special wording or endorsement review

## Operating boundary

Brokermatic assists with setup, preparation, and routing. It does not imply fully autonomous issuance, universal integrations, or automatic outside delivery. The agency controls professional review and the final handoff.

## Agency Management System context

The agency's AMS remains the system of record for client and policy data. Brokermatic adds a supervised Certificate Management workflow around it. Integration planning can include Applied Epic, HawkSoft, amplo, and other agency systems, with available data, direction, refresh timing, write-back options, and implementation responsibilities confirmed from the agency's access, permissions, and workflow requirements.

## Capacity estimates

Use one representative month or a recent request sample. Count completed certificate requests rather than insured accounts. Enter a blended current handling-time average that includes intake, routine setup, follow-up, exceptions, review, and delivery. Then enter a realistic assisted handling-time average that retains exception work and final agency approval.

Estimated hours returned equals monthly requests multiplied by the difference between current and assisted minutes, divided by 60. Annual workdays assume eight-hour days. Prefilled values are examples rather than benchmarks, and results are illustrative planning estimates—not guarantees.

## Related canonical pages

- Client Portal: https://www.brokermatic.ai/client-portal/
- Bulk Renewals: https://www.brokermatic.ai/bulk-renewals/
- Renewal Summaries: https://www.brokermatic.ai/renewal-summaries/
- 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