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
- Implementation inputs
- Enabled contacts, agency permissions, and available holder and system context
- 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.
Secure client access
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 accessAgency governed
- 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.
Faster repeat requests
Reuse approved certificate holder details instead of rebuilding every request.
Authorized client contacts can search familiar holders, reuse reviewed holder details, and find connected certificate work in one place. The experience is configured around contacts the agency enables, permissions the agency grants, and holder and system context available to the implementation.
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.
Implementation requirements: Reusable holder access depends on enabled contacts, agency-approved permissions, and available holder and system-of-record context. The agency controls which records and actions each contact can access.
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.
Connect portal requests to the records your team already maintains.
When the agency's implementation supplies approved client and policy context, the team can use it in the portal workflow without exposing the AMS to insured users.
Common questions
Client Portal access, implementation, 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.
Can Client Portal requests use information from our AMS?
Yes, when the agency's implementation supplies the approved context. Authorized clients access Brokermatic—not the AMS—and available fields, permissions, direction, and workflow scope are confirmed during integration planning.
Self-service for clients. Visibility and control for your agency.