Integration planning

Meet your data where it already lives.

Brokermatic can connect certificate workflows with agency management, policy, and client systems. Available methods, data access, and implementation scope are confirmed with your agency during evaluation.

Connection scope

Agency management systems

Map the policy, client, and holder context your certificate team needs. Brokermatic evaluates the access methods available to your agency before defining any data flow.

Review your systems →

Workflow context

Policy and client context

Evaluate how current policy data and client context can support certificate preparation, exception review, and renewal batches without implying that every source is enabled by default.

Map the connection →

Connection paths, by category

Structured connectors and supported intake paths are scoped to the systems, permissions, security requirements, and data available in each engagement.

Agency management systems

Policy, client, and holder context for certificate preparation and supervised renewals.

Connection path and workflow coverage confirmed from agency systems, data, and permissions

Policy administration

Carrier and MGA policy systems as the source of truth for coverage terms, endorsements and effective dates.

◐ By engagement

ERP & vendor masters

Vendor lists, contracts and requirement assignments from procurement and finance systems keep compliance scoped to reality.

◐ By engagement

Email & document intake

Supported inbound paths for the documents and request context used by certificate teams.

Scope by engagement

APIs & webhooks

Potential paths for exchanging supported request status and document context with downstream systems.

Scope by engagement

Integration options

Review supported connection options, permissions, data boundaries, and implementation responsibilities with our team.

Explore integration planning →

Become a partner

Plan the connection together.

For agency, policy, and technology systems, we begin with the workflow, permissions, and data boundaries. Feasibility and timing depend on the available interfaces, security review, testing, and implementation scope.

Define the workflow — identify the context your certificate team needs and the status a connected system should receive.

Confirm the boundaries — review supported access, permissions, security requirements, and responsibilities.

Validate the exchange — test the agreed path and review expected behavior before enabling it for agency work.

Don't see your system?

Tell us what you run. We will map the available connection paths, boundaries, and evaluation steps with you.

Talk integrations