Cleaner intake
Start with structured requirements instead of reconstructing requests from email threads.
Client Portal
A Client Portal that feels like agency service.
Brokermatic gives insured clients a branded place to submit certificate requests, follow progress, and retrieve completed packages—while your team keeps review and issuance inside its operating workflow.
Client Portal page summary
- Product domain
- Insured client portal
- Primary audience
- Agency principals and authorized client contacts
- Canonical workflow
- Sign in → Submit → Track → Retrieve
- Capability scope
- Current portal capabilities; proposed persistent holder directory
- Agency-branded access
- Structured request intake
- Shared status visibility
Good morning, Jordan
Atlas Mechanical Services
8Total requests
2In progress
5Completed
3Packages ready
Certificate requestsUpdated today
Northgate Property Group2 holders · Needed Aug 25
Package readySummit Construction Partners4 holders · Endorsement review
In progressMetro Facilities1 holder · Submitted today
ReceivedNorthgate holder progress2 of 2 complete
Client Portal business outcomes
Shared visibility
Give clients a clear view of request status, holder progress, and completed packages.
Agency control
Keep coverage review, exception handling, and completion with your team.
Branded service
Extend your agency relationship into a consistent digital service experience.
Current capability
Secure Passwordless client access
Authorized client contacts request a secure email sign-in link instead of creating and remembering another password. Portal access is connected to the insured client’s agency relationship, and administrators retain control over who can enter.
Review our trust and security approachAgency-controlled accessCurrent capability
- Customize the secure access screen with your agency logo and background.
- Provide a dedicated entry point for authorized client contacts.
- Send, resend, revoke, or replace access when circumstances change.
- Keep client access separate from staff-only review and fulfillment controls.
From request to package
How insured clients submit and track certificate requests.
Clients provide the context up front. Your team receives a structured request without surrendering coverage review or professional judgment.
Start securely
An authorized client contact enters through the agency’s secure, passwordless portal.
Add requirements
They provide holder details, timing, coverage types, project references, and supporting documents.
Follow progress
Request and holder-level status remain visible while the agency reviews and prepares the work.
Retrieve the package
Completed certificate packages stay connected to the original request and activity history.
One request. One agency workflow.
Portal requests enter the same accountable certificate operation your service team manages—not a disconnected client-service process.
A client experience that scales
Client self-service with agency review and control.
Give insured clients more clarity while giving agency leaders a better operating model for the work behind the experience.
Fewer status interruptions
Clients can follow progress and retrieve available packages without starting a new email thread.
Better request context
Holder details, requirements, due dates, and source material travel with the request.
Consistent agency service
Branding, access, review, and completion remain connected to the agency relationship.
Proposed experience
A reusable certificate holder directory for authorized client contacts.
This proposed experience is not currently available. We are designing a persistent, searchable holder directory so authorized client contacts can maintain familiar holder details, start the next request faster, and find related certificate work in one place.
Search known holdersFind by holder, project, policy, or status.
Reuse reviewed detailsStart a new request from a known holder record.
Open completed packagesFind the latest available certificate package.
See connected contextReview related request, activity, and policy information.
Design disclosure: This persistent insured-managed holder directory is a proposed experience shown for design validation. It is not represented as generally available, and scope may change.
Control foundationAgency governed
- Agency-level tenant isolation.
- TLS encryption for data in transit.
- Encryption for stored documents and extracted data at rest.
- Role-based access and activity logging.
Trust by design
Client Portal security and agency-controlled access.
Client convenience only works when the agency can govern the relationship. Brokermatic keeps enabled contacts, staff-only actions, and agency data boundaries explicit.
How the pieces fit
The Client Portal is the insured-facing entry to the certificate workflow.
See how portal requests enter Certificate Management.
Follow the request into the agency queue, review path, and connected activity history.
See how the same controls extend to Bulk Certificate Renewals.
Understand supervised batch preparation and exception review after policy renewal.
See how access and supervision work across the platform.
Review the operating model behind client access and agency-controlled work.
Common questions
Client Portal access, availability, and agency control.
Do clients need to create a password?
No. Authorized client contacts request a secure email sign-in link.
Does the portal remove the agency from certificate review?
No. The portal structures intake and provides visibility; the agency retains review and completion control.
Can the experience carry our agency branding?
Yes. Agencies can customize the secure access screen with a logo and background image.
Is the persistent client holder directory available today?
No. It is a proposed experience presented for design validation and roadmap discussion.
Self-service for clients. Visibility and control for your agency.