Brokermatic requests, collects, reads and verifies every certificate of insurance — ACORD 25, ACORD 101 and endorsements — against your insurance requirements, then keeps coverage current with automated renewals. No spreadsheets, no inbox archaeology.
Your insurance requirements live as versioned requirement sets. Every certificate package is verified against a frozen snapshot, so a decision made in March is still explainable in November.
Non-compliant or low-confidence packages route to a human review queue; everything else resolves automatically.
Requests, reminders, filing and first-pass review all run without a human touch.
Expirations and deficient limits surface the day they're detectable — not at claim time.
Every verification carries an immutable log of what was checked, against which rules.
The same engine handles any document-driven compliance program — and everything below is configurable, not custom-built.
The COI flow is composed from steps — reorder, branch, extend.
Explore →Governed agents do the chasing, reading, checking and escalating.
Explore →Certificates in from email, APIs and portals; status out to your systems.
Explore →The data model, governance and audit layer underneath it all.
Explore →Vendor management platforms, property managers, and marketplaces embed Brokermatic's verification engine through the partner API — insurance compliance as a feature of your offering.
Software that collects certificates of insurance from vendors and brokers, reads them, checks each one against your insurance requirements, and monitors expirations. Brokermatic automates the full lifecycle — request, collect, extract, verify, and renew — with AI agents doing the work and humans reviewing exceptions.
ACORD 25 certificates, ACORD 101 remarks schedules, endorsements (additional insured forms like CG 20 10 and CG 20 37, waivers of subrogation), and supporting policy documents — extracted into structured, checkable data with confidence scoring.
No. A certificate is evidence of insurance, not the coverage itself — endorsements carry the legal weight. That's why Brokermatic verifies the full certificate package, ACORD 25 plus endorsements, against your requirement set.
Non-compliant and low-confidence packages route to a human review queue with the failed requirements flagged line by line. Deficiency notices and follow-up requests to the vendor or broker are automated; your team decides only the judgment calls.
Yes. Every verification runs against a frozen snapshot of your requirement set and records an immutable decision log — what was checked, against which rules, with what result — so an audit answer is a query, not a reconstruction.
A 30-minute walkthrough on your own vendors, requirements and certificates.
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