Less repetitive setup
Reuse approved client, policy, and holder context instead of rebuilding the same information in each workflow.
Agency Management System integrations
Connect Certificate Management to the AMS your agency already runs.
Use approved client and policy context from your AMS to reduce duplicate entry, keep certificate work aligned, and move client service forward. The connection approach is configured around your AMS environment, permissions, available interfaces, data quality, and implementation scope.
Agency Management System integration page summary
- Agency outcome
- Less duplicate entry
- System of record
- Your existing AMS
- Supported work
- Certificate and renewal workflows
- Engagement
- Scoped, tested, and measured
- Preserve your system of record
- Reuse approved agency context
- Test before expanding the scope
Agency system of recordApplied Epic · HawkSoft · amplo · other AMSYour authoritative client and policy record
Approved contextClient · policy · holder · documentOnly the data agreed for the workflow
Brokermatic workflowsCertificate Management · Bulk Renewals · Renewal SummariesFocused service workflows around the AMS record
Agency outcomesLess rekeying · clearer handoffs · consistent reviewAgency staff retain review and approval
What a well-scoped Agency Management System integration can improve
Clearer handoffs
Bring request details, supporting documents, and review status into one accountable operating flow.
More renewal capacity
Apply current policy and holder context across batches of post-renewal certificate work.
Agency control
Maintain agency review, approval, and the AMS as the authoritative record.
Workflow outcomes
Use AMS context where it returns the most agency capacity.
Each workflow uses only the approved records needed to support a defined service outcome.
Certificate Management
Start certificate requests with approved account and policy context, reduce rekeying, and keep the agency queue aligned with the AMS.
Bulk Certificate Renewals
Reuse current policy and holder information to prepare certificate packages after renewal without rebuilding every request individually.
Renewal Summaries
Organize supported expiring and renewal data into a consistent comparison for producer validation and client conversation.
Available inputs, fields, and actions are confirmed for each agency and workflow.
Agency Management Systems
Fit the integration to your operating environment.
Agencies may use Applied Epic, HawkSoft, and amplo, among other AMS environments. Brokermatic begins with the outcome you want, then confirms the access path and approved data your environment can support.
Agency Management System
Applied Epic
Assess approved client, policy, holder, document, and activity context for the selected workflow.
Agency Management System
HawkSoft
Assess the available client, policy, note, and document context needed to reduce duplicate service work.
Agency Management System
amplo
Assess approved agency data and workflow context for certificate and renewal operations.
How we engage
A measured integration path, built around how your agency actually works.
We start with your people, processes, systems, and controls. Together we define a bounded first outcome, document requirements and ownership, validate representative work, and expand in stages against agreed operating measures.
Understand the operation
Meet with leaders and the people doing the work to map workflows, volumes, roles, handoffs, exceptions, systems, service targets, approvals, and controls.
- Buyer checkpoint
- Shared current-state view and prioritized opportunity
Scope the work and success measures
Define the first workflow, in-scope teams or accounts, integration boundary, responsibilities, operating baseline, target impact, and measures of success.
- Buyer checkpoint
- Approved scope, measures, owners, and implementation plan
Identify requirements and ownership
Confirm the required AMS context, documents, interfaces, permissions, security controls, matching rules, review steps, exception paths, monitoring, and support responsibilities.
- Buyer checkpoint
- Documented requirements, constraints, and responsibility map
Test representative scenarios
Validate routine work, exceptions, approvals, corrections, data completeness, freshness, and system-of-record behavior with representative agency users and approved scenarios.
- Buyer checkpoint
- Acceptance evidence reviewed and remaining exceptions assigned
Roll out and measure
Start with a controlled team, account group, or book of business; monitor the agreed measures and support load; resolve gaps; and expand only after reviewing the evidence.
- Buyer checkpoint
- Results reviewed and the next scope continued, adjusted, or expanded
Your agency contributes
Operating context and timely decisions.
An executive sponsor and operating owner, access to the people who perform and review the workflow, representative records and scenarios through an agreed secure path, available baseline measures, AMS access and security context, and timely scope and acceptance decisions.
Brokermatic delivers
A documented path from scope to evidence.
A current-state workflow map, scoped outcomes and measures, a requirements and ownership plan, representative validation findings, and a rollout scorecard for agency review.
Connection options
Use the method your systems and controls support.
Depending on the AMS and agency access, implementation may use a vendor-approved API, secure export and import, managed document or email intake, or a tenant-scoped Brokermatic API. The right path delivers the required context without exceeding the agency's approved data boundary.
Review our trust and security approachWhat determines integration fit
- Available interfaces and agency or vendor permissions.
- Required data, quality, and freshness.
- Direction, cadence, matching, and exception handling.
- Security review, ownership, monitoring, and support.
These inputs determine the connection design, test plan, and rollout scope.
Common questions
AMS outcomes, integration fit, and agency control.
Can Brokermatic work with our AMS?
Potential integration paths can be assessed for Applied Epic, HawkSoft, amplo, and other AMS environments. Fit is confirmed against your edition, interfaces, permissions, data quality, security requirements, and selected workflow.
What outcomes can an AMS integration support?
It can reduce repeated data entry, keep certificate and renewal work aligned with approved agency records, improve handoffs, and give teams clearer review context. Results depend on the data and operating scope available to the implementation.
Does Brokermatic replace our AMS?
No. Your AMS remains the authoritative client and policy record. Brokermatic provides the operating workflows around approved agency context.
What determines the implementation approach?
The approach depends on available interfaces, agency and vendor permissions, security review, data availability and quality, matching requirements, workflow direction, exception handling, testing, and operating ownership.
What data can be used?
The agency defines the minimum approved context for each workflow. Depending on the supported path, that may include client, policy, holder, document, activity, status, or completed-artifact context.
Bring your AMS and one service outcome.