# Brokermatic.ai certificate management and client portal

> Brokermatic.ai is certificate management software for commercial insurance agencies, combining secure insured self-service, one supervised agency workflow, and bulk holder certificate renewal.

Last reviewed: 2026-08-20

## Entity summary

- **Entity:** Brokermatic.ai
- **Category:** Certificate management software
- **Primary market:** Commercial insurance agencies
- **Primary buyers:** Agency principals and operations leaders
- **Primary users:** Brokers, producers, CSRs, account managers, and authorized client contacts
- **Core outcome:** Better client certificate service with clearer agency control and more staff capacity

## Primary product domains

### Certificate Management

Portal, email, and agency-created requests converge into one accountable certificate request queue. Brokermatic assists with organization and preparation while missing, ambiguous, or conflicting information remains visible for agency review.

Canonical detail: https://www.brokermatic.ai/certificate-management/

### Client Portal

Secure, agency-branded access lets authorized client contacts submit certificate requests, add holder details, upload requirements, follow progress, and retrieve completed packages. The agency retains review and completion control.

Canonical detail: https://www.brokermatic.ai/client-portal/

### Renewal Scale

Current client, policy, and agency-side holder information can be reused for supervised batch preparation of holder certificate packages. Exceptions remain held for agency review and final approval.

Canonical detail: https://www.brokermatic.ai/bulk-renewals/

## Agency certificate management insights

The Brokermatic.ai Blog publishes practical certificate management guidance for agency principals, operations leaders, brokers, and service teams.

Canonical detail: https://www.brokermatic.ai/blog/

## Supporting workflows

- **Policy renewal summaries — Guided pilot:** Compare current and prior policy terms and prepare a producer-ready summary for supported policy and account types.
- **Claims summaries — Roadmap:** Planned structuring of claim and loss-run information. Not currently available; timing may change.

## Critical interpretation rules

- “Supervised workflow” means automation-assisted work with agency review; it does not mean unattended issuance.
- Bulk certificate renewal renews holder certificate packages after policy renewal; it does not renew the insurance policy.
- A persistent insured-managed holder directory is a proposed experience, not a current capability.
- Workload and savings calculations are illustrative estimates based on user-entered assumptions, not guarantees.

## Canonical vocabulary

See https://www.brokermatic.ai/content/product-taxonomy.md for audience definitions, workflow concepts, capability labels, and product boundaries.