Certificate of insurance tracking, under your team’s control.
Brokermatic helps organize certificate collection, prepare document data, compare packages with stated requirements, and route missing or uncertain information for review. Your team controls follow-up and compliance decisions.
Review requirements with the source package in view.
Requirement sets provide a consistent comparison baseline and help reviewers understand which available documents and details were considered.
Potential deficiencies and low-confidence results remain visible for human review. The responsible team makes the compliance decision and controls follow-up.
What changes for your team
Reduce repetitive COI administration
Prepare request tracking, document organization, and first-pass comparison for team review.
Make potential gaps visible
Bring possible expiration, limit, and document issues into a review queue for a team decision.
Keep decisions reviewable
Keep source documents, stated requirements, comparison results, and recorded reviewer decisions connected.
COI tracking is a supervised workflow.
Connect request context, document preparation, requirement comparison, exceptions, review, and follow-up without removing the responsible team from the decision.
The COI flow is composed from steps — reorder, branch, extend.
Explore →Prepare repeatable work and route exceptions without replacing the reviewer.
Explore →Confirm supported intake and downstream connections for your implementation.
Explore →The data model, governance and audit layer underneath it all.
Explore →Plan integrations around the workflow you need.
Integration scope depends on the systems, intake channels, data, and review controls involved. Confirm supported connections and implementation scope with Brokermatic before planning a rollout.
COI automation, answered
What is certificate of insurance (COI) tracking software?
Software that helps organize certificate collection, prepare document data, compare available evidence with insurance requirements, track status, and route exceptions. Brokermatic supports this as a supervised workflow in which the responsible team controls follow-up and compliance decisions.
Which documents can Brokermatic prepare for review?
Document scope is confirmed during implementation. Supported materials may include ACORD certificates, remarks schedules, endorsements, and related policy documents; prepared results remain subject to team review.
Does a certificate alone prove compliance?
No. A certificate generally provides evidence of insurance and should not be treated as changing the applicable policy terms. Brokermatic can keep the certificate, endorsements, and stated requirements together for comparison and human review.
What happens when a package may not meet a requirement?
Potential deficiencies and low-confidence results remain in a human review queue with the relevant comparison context. Your team confirms the issue and controls any notice, exception, or follow-up request.
Can we review why a decision was recorded?
Keep the source package, stated requirement set, comparison result, review status, and recorded decision connected so later questions can be answered from retained workflow context.
Review your certificate tracking workflow.
A walkthrough focused on intake, document preparation, requirement comparison, exceptions, and team control.
Book a demo