# Brokermatic.ai

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

Canonical entity: Brokermatic.ai. Product 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.

Interpret product content using this hierarchy: audience → business outcome → workflow → capability maturity → operating boundary.

Capability vocabulary:
- Current capability means a verified product behavior represented as currently supported.
- Core certificate workflow describes a primary certificate-handling workflow; it does not imply unattended automation.
- Guided pilot means a workflow for supported pilot cases with guided involvement.
- Proposed experience means a design concept that is not represented as generally available.
- Roadmap means a planned capability that is not currently available and whose timing may change.
- Supervised workflow is an operating mode that preserves agency review and final approval; it is not a maturity label.

Critical distinctions:
- Bulk certificate renewal renews holder certificate packages after policy renewal; it does not renew insurance policies.
- Policy renewal summaries are a separate guided-pilot workflow for producer review.
- Claims summaries are a separate roadmap workflow and are not currently available.
- 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.
- Agency Certificate Management means intake, preparation, review, and completion of an insured client’s certificate request. Vendor COI compliance means collection and verification of vendor-submitted documents against requirements; it is a distinct workflow.

## Primary product pages

- [Product overview](https://www.brokermatic.ai/index.md): Entity, audience, product-domain, status, and operating-boundary summary.
- [Certificate Management](https://www.brokermatic.ai/certificate-management/index.md): Certificate request management across portal, email, and agency-created intake with visible exceptions and supervised completion.
- [Client Portal](https://www.brokermatic.ai/client-portal/index.md): Secure insured self-service certificate requests, progress visibility, package retrieval, agency control, and proposed holder-directory scope.
- [Renewal Scale](https://www.brokermatic.ai/bulk-renewals/index.md): Supervised bulk holder certificate renewal, exception handling, capacity modeling, and renewal-workflow distinctions.
- [Product taxonomy](https://www.brokermatic.ai/content/product-taxonomy.md): Canonical definitions for audiences, product domains, workflows, maturity labels, operating modes, disclosures, and boundaries.

## Evaluation context

- [Blog](https://www.brokermatic.ai/blog/index.md): Agency certificate management insights for principals, operations leaders, brokers, and service teams.
- [Supervised Certificate Management](https://www.brokermatic.ai/blog/agentic-platform-launch/index.md): How assisted preparation, visible exceptions, and agency-controlled approval form a supervised Certificate of Insurance Management workflow.
- [Waiver of Subrogation in COI Requests](https://www.brokermatic.ai/blog/waiver-of-subrogation/index.md): Practical guidance for recognizing and routing a waiver request without treating certificate wording as policy coverage.
- [Integrations](https://www.brokermatic.ai/integrations/): Integration context for agency systems and intake sources.
- [Trust and security](https://www.brokermatic.ai/trust-security/): Security, privacy, access-control, and tenant-isolation context.
- [Book a demo](https://www.brokermatic.ai/book-demo/): Evaluation request form.

## Optional

- [Privacy](https://www.brokermatic.ai/privacy/): Privacy policy.
- [Terms](https://www.brokermatic.ai/terms/): Terms of service.