Renewal season shouldn't mean weeks of copy-paste. Brokermatic generates full certificate packages — ACORD 25 plus endorsements — across your whole book, drafts renewal summaries, and delivers to every holder automatically.
Regenerate every holder's certificate at renewal in one pass — current policy data in, full packages out, exceptions flagged for a human.
Agents draft per-client renewal summaries from policy data — coverage changes, limits, premiums — ready for producer review, not written from scratch.
Certificates delivered to holders, portals and requesting systems automatically — with a record of every issuance and delivery.
Inbound certificate requests from clients and their counterparties land in a queue, not an inbox — matched to the account, worked automatically.
Additional insured, waiver of subrogation and primary & non-contributory wording applied per holder requirements — consistently, every time.
Every certificate issued carries its own audit trail — what was issued, to whom, from which policy data, and when.
Certificate holders — universities, property managers, enterprises — verify on Brokermatic. When you issue on the same platform, their requirements are already structured, compliance questions stop bouncing through your inbox, and your certificates arrive pre-verified.
See the holder side: COI automation →At renewal, Brokermatic regenerates every holder's certificate package in one pass — pulling current policy data from your AMS (Applied Epic, Amplo), applying each holder's endorsement requirements, and flagging exceptions for a human. A season of copy-paste becomes a supervised run.
A per-client digest of what changed at renewal — coverage, limits, premiums, carriers — drafted by agents from policy data and queued for producer review. Your team edits and sends; nobody writes from a blank page.
Yes. Each certificate holder's requirements — additional insured endorsements, waiver of subrogation, primary & non-contributory wording — are stored as structured rules and applied consistently on every issuance, with a record of what was issued and why.
No — it connects to it. Your AMS stays the system of record for clients and policies; Brokermatic runs the certificate and compliance workflows on top, syncing status back. Integrations exist for Applied Epic and Amplo, with more by engagement.
A 30-minute walkthrough on your own book — bulk generation, summaries and distribution.
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