Integrations
Brokermatic fits the stack you already run. Built for independent commercial agencies, MGAs, and partner platforms.

Works where you work.

Brokermatic is built to slot into the tools agencies already use. AMS data, intake channels, and partner portals all feed the same workflow so your team avoids rekeying, duplicate handling, and process disruption.

Talk with our team Partner inquiry
No rekeying Policy, account, and certificate work stays tied to the records your team already manages.
One workflow Email, portal, API, and app intake converge into the same operating queue.
Partner-ready The Brokermatic platform API supports downstream portals and third-party systems.

AMS integrations

Brokermatic is designed to sit next to the agency management system, not compete with it. Applied Epic is the featured integration partner today, with a platform approach built for compatibility across industry-wide systems.

Featured integration partner

Applied Epic

The lead AMS integration for agencies that want Brokermatic handling certificate work without breaking the servicing motion already anchored in Epic.

Applied Epic
Policy data Coverage context, policy relationships, and servicing records stay aligned with the AMS view.
Account records Named insured, client, and account details flow into the workflow without manual copy-paste.
Certificate issuance Certificate requests and outcomes stay connected to the policy and servicing record they belong to.
Industry-wide compatibility

Built to fit agency system landscapes

Brokermatic is built for agencies that already run established AMS, inbox, portal, and servicing tooling. The integration posture is practical: fit the stack, preserve the workflow, and avoid unnecessary rekeying.

Custom API integrations

Brokermatic exposes an integration surface for external systems that need to work with certificate and compliance workflows directly. That includes custom portals, internal agency tools, client-facing systems, and partner-built applications.

Custom integrations

Built for custom portals and connected workflows

When an agency, client, or partner needs Brokermatic connected to an external portal or internal system, the platform can expose the workflow boundary needed to keep both sides in sync while Brokermatic continues to manage the underlying execution.

Workflow status access External systems can retrieve package state, review status, and downstream actions without manual follow-up.
Portal and tool intake Custom portals and internal tools can submit or coordinate work without forcing an agency team into separate manual processes.
Shared operating truth Brokermatic remains the workflow engine while connected systems stay aligned to the same package outcome.
Platform API

Built for partner systems, not just first-party screens

When a client portal, vendor workflow, internal operations tool, or third-party system needs Brokermatic as the execution layer, the platform can expose the right boundary for intake, synchronization, approval-state visibility, and related workflow actions.

  • Third-party intake into Brokermatic-managed workflows
  • Workflow status and package-state synchronization
  • Support for custom portals and client-branded experiences
  • Integration paths that preserve the agency’s operating workflow

Email and portal intake

Intake does not have to happen in one place. Brokermatic accepts certificate work from the channels agencies and clients already use, then routes everything into the same workflow and exception model.

Agency email inbox

Internal servicing intake

Requests sent to the agency inbox enter the same queue as any other submission path, so teams can keep their current intake habits while standardizing the downstream process.

Client-facing portal

Structured external submissions

Client or tenant portals can capture more structured request data up front while still landing in the same Brokermatic workflow used by the servicing team.

Web app

Direct workflow handling

Agency users can submit, review, and resolve work directly in the app when they need a manual path, exception handling, or operational visibility.

Email

Inbox-driven requests from agency operations.

Portal or API

Structured intake from client-facing or partner systems.

One Brokermatic workflow

Shared queue, same compliance logic, same delivery path.

Interested in a formal integration?

We are actively expanding AMS and partner integration coverage. If you are an AMS vendor, portal owner, or technology partner evaluating a Brokermatic integration, we can map the workflow and platform boundary together.

Contact Brokermatic Send partnership inquiry
Applied Epic is the featured integration partner today, with Brokermatic built to work across broader agency system environments.