Brokermatic connects to the insurance systems your team runs today — agency management, policy administration, ERPs and vendor masters — so compliance workflows draw from the source of truth, not a copy of it.
Policy data, client records and certificate holders flow from Applied Epic into Brokermatic workflows — bulk certificate renewals draw current policy data at generation time, and compliance status syncs back. No re-keying, no stale copies.
See it connected →Brokermatic pairs naturally with Amplo, the AI-native AMS. Client, policy and holder data flow between the two platforms so agencies get certificate generation, renewals and compliance status inside a modern data-first foundation — no duplicate entry.
See it connected →Connectors govern access to structured systems; collectors handle unstructured sources. A new integration typically ships in days — if your system isn't listed, that's a conversation, not a roadblock.
Policy, client and holder data for certificate generation and renewals. Applied Epic and Amplo available; additional AMS connectors in development.
● Applied Epic · Amplo liveCarrier and MGA policy systems as the source of truth for coverage terms, endorsements and effective dates.
◐ By engagementVendor lists, contracts and requirement assignments from procurement and finance systems keep compliance scoped to reality.
◐ By engagementInbound email addresses, S3 buckets, file drops and scheduled pulls — the unstructured sources certificates actually arrive from.
● LiveThe tenant API and outbound webhooks push compliance status, decisions and documents into any downstream system.
● LiveFor product teams embedding certificate collection, verification and monitoring into their own offerings.
Explore the partner API →If you build an AMS, policy admin platform, vendor management product or marketplace, a Brokermatic integration gives your customers compliance automation without leaving your product. Integrations are composed on the workflow platform — not custom-built — so partnership engineering is measured in days.
Tell us what you run. New integrations ship in days on the workflow platform.
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