Certificates at scale, without the scramble.
Renewal season should not mean weeks of copy-paste. Brokermatic helps prepare holder certificate packages in supervised batches and organizes available expiring and renewal policy data into a consistent structure for producer review.
Where your team can reclaim capacity across renewal workflows
Bulk certificate renewals
Use current client, policy, and agency-side holder information to prepare certificate packages in a batch, with exceptions held for agency review.
Renewal Summaries
Organize available expiring and renewal data into a consistent comparison for producer validation. Coverage depends on source documents, supported fields, and the agreed implementation scope.
Holder completion
After agency approval, keep holder-level completion status and supporting package history connected.
Holder request intake
Bring client and counterparty requests into a queue while uncertain client, policy, or holder matches remain pending for agency review.
Requirement handling
Capture additional insured, waiver, and wording requirements, then route coverage or endorsement questions for agency review.
Connected history
Keep source information, preparation status, exceptions, agency decisions, and completed packages together.
Keep request, holder, policy, and review context together.
Brokermatic connects holder details, requirements, policy context, request status, exceptions, and agency decisions in one workflow. External compliance verification is a separate workflow and does not replace agency approval.
See the holder side: COI automation →For brokers, answered
How does bulk certificate renewal work?
At renewal, Brokermatic uses current client, policy, and agency-side holder information to prepare certificate packages in a batch. Exceptions remain pending for agency review, and the agency approves completion. Data connection scope depends on the implementation.
What is a renewal summary?
A renewal summary is a structured expiring-versus-renewal comparison for producer review. Available source documents, policy fields, data quality, and implementation scope determine what can be compared; the producer validates the artifact before it informs any recommendation or client communication.
How are holder requirements handled?
Holder requirements can be captured with the request and used to prepare the work. Coverage, endorsement, and wording questions remain subject to agency review, and the agency approves the completed package.
Does Brokermatic replace my AMS?
No. Your AMS remains the system of record for clients and policies. Any data exchange or status connection depends on the systems and implementation scope agreed with Brokermatic.
See a supervised renewal workflow.
A walkthrough of batch preparation, exception review, agency approval, and connected certificate history.
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