# Brokermatic Agency Management System integrations

> Brokermatic connects Certificate Management to an agency's existing Agency Management System through a scoped engagement that maps operations, defines requirements, tests representative work, and measures rollout outcomes without replacing the system of record.

Last reviewed: 2026-08-21

## Page taxonomy

- **Supporting capability:** Agency Management System integration
- **Business outcome:** Reduce duplicate entry and keep Brokermatic workflows aligned with the agency system of record
- **Primary buyers:** Agency principals, operations leaders, and technology leaders
- **Primary users:** Brokers, producers, CSRs, account managers, and implementation teams
- **Canonical workflow:** Understand the operation -> Scope the work and success measures -> Identify requirements and ownership -> Test representative scenarios -> Roll out and measure
- **Supported scope:** Operational discovery, bounded scoping, requirements definition, representative testing, and measured rollout of an AMS-enabled Brokermatic workflow using agency-approved client, policy, holder, document, activity, status, or artifact context
- **Dependencies:** Available interfaces, agency and vendor permissions, data quality, security requirements, workflow scope, and implementation ownership
- **Operating model:** The Agency Management System remains the agency system of record

## Definition

An Agency Management System integration is a scoped connection between an agency's system of record and a defined Brokermatic workflow. It makes approved client, policy, holder, document, activity, status, or artifact context available to that workflow without transferring ownership of the authoritative agency record.

An Agency Management System, or AMS, is the core client, policy, document, and servicing record used by an insurance agency. Brokermatic provides focused Certificate Management, Bulk Certificate Renewal, and Renewal Summary workflows around that record. It does not require the agency to replace its AMS.

The workflow outcome and integration requirements are assessed together. The implementation path is determined by the agency's AMS access, permissions, available data, security requirements, and operating scope.

## Achievable agency outcomes

A well-scoped AMS integration can support:

- **Less repetitive setup:** Reuse approved client, policy, and holder context instead of rebuilding the same information in each workflow.
- **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.

## Brokermatic workflow outcomes

- **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.

## Example Agency Management Systems

Potential integration paths can be assessed for environments such as:

- **Applied Epic:** Assess approved client, policy, holder, document, and activity context for the selected workflow.
- **HawkSoft:** Assess the available client, policy, note, and document context needed to reduce duplicate service work.
- **amplo:** Assess approved agency data and workflow context for certificate and renewal operations.

Available connection methods vary by AMS edition, agency licensing, vendor interfaces, permissions, security requirements, and data quality. Product names identify systems agencies may use; they do not imply vendor endorsement, partnership, or universal connector availability.

## How Brokermatic engages

Brokermatic moves from operational understanding to a measured rollout. Each stage ends with a shared decision before work advances or expands.

1. **Understand the operation:** Map the people, volumes, systems, handoffs, service targets, approvals, and common exceptions involved in the selected workflow. The shared decision confirms the current-state workflow and problem statement.
2. **Scope the work and success measures:** Define the first workflow, operating baseline, teams or accounts involved, integration boundary, responsibilities, target impact, and measures of success. The shared decision confirms the scope, measures, owners, and implementation plan.
3. **Identify requirements and ownership:** Confirm the AMS context, documents, interfaces, permissions, security controls, matching rules, review steps, exception paths, monitoring, and support responsibilities. The shared decision confirms the requirements, constraints, and responsibility map.
4. **Test representative scenarios:** Validate routine work, exceptions, approvals, corrections, data completeness, freshness, and system-of-record behavior with representative agency users and approved scenarios. The shared decision reviews the acceptance evidence and assigns remaining exceptions.
5. **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. The shared decision is to continue, adjust, or expand the next scope.

## Agency participation and Brokermatic deliverables

**The agency contributes:** 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 current-state workflow map; scoped outcomes and measures; a requirements and ownership plan; representative validation findings; and a rollout scorecard for agency review.

## Measures tied to the scoped outcome

Measures are selected during scoping and compared with an agreed baseline. Depending on the workflow and available data, the rollout scorecard may include:

- **Capacity and cycle time:** Manual touches, staff time, turnaround, and completed volume
- **Data quality:** Record matching, completeness, freshness, and usable context
- **Exceptions and rework:** Exception causes, resolution time, corrections, and repeat handling
- **Adoption and support:** Workflow completion, user feedback, support effort, and process adherence

The owner, review cadence, and expansion criteria are documented before testing. Scope, sequencing, measures, and expansion criteria vary with the agency's available access, data quality, security review, and operating capacity.

## Connection options and integration fit

Depending on the AMS and agency access, implementation may use:

- A vendor-approved API or connection path
- A secure export and import process
- Managed email or document intake
- A tenant-scoped Brokermatic API or webhook

The connection design, test plan, and rollout scope depend on:

- Available interfaces and agency or vendor permissions
- Required data, quality, and freshness
- Direction, cadence, matching, and exception handling
- Security review, ownership, monitoring, and support

The right path delivers the required context without exceeding the agency's approved data boundary. The exact method, data fields, direction, cadence, monitoring, and support ownership are documented during implementation.

## Operating boundary

The AMS remains the agency's authoritative client and policy record. Brokermatic provides operating workflows around approved agency context. Agency staff retain review and approval, and results depend on the data and operating scope available to the implementation.

## Related canonical pages

- Certificate Management: https://www.brokermatic.ai/certificate-management/
- Client Portal: https://www.brokermatic.ai/client-portal/
- Bulk Renewals: https://www.brokermatic.ai/bulk-renewals/
- Renewal Summaries: https://www.brokermatic.ai/renewal-summaries/
- Trust and security: https://www.brokermatic.ai/trust-security/
- Product taxonomy: https://www.brokermatic.ai/content/product-taxonomy.md