The workflow engine

Compose the workflow. The agents run it.

Build compliance workflows from connectors, collectors, agents, and rules — then let Brokermatic execute them, exception by exception. Configure per program, no forks, no code.

COI collection & verificationworkflow
Live
Trigger
New certificate
request or upload
Ingest
Connector
email — API — portal
Agent
Extract ACORD
25 — 101 — endorsements
Rule
Verify requirements
requirement set #RS-4471
Compliant
→ sync to your systems
Exception
→ route to review queue
Steps, not scripts

Drag connectors, agents and rules into a flow — no code to maintain.

Versioned rules

Requirement sets are snapshotted on every run, so decisions stay reproducible.

Branch on outcome

Route compliant, non-compliant and under-review packages down different paths.

One per program

Configure a workflow per tenant, project or requirement — without forking the product.

Workflow Builder Assistant

Describe the workflow. It builds it.

Tell the assistant what you need in plain language and it drafts the steps, wires the connectors, and sets the rules — each turn saved as a governed run you can review and adjust.

Every change is a first-class record, tied to the run that produced it.

Builder Assistant
Add a step that requires waiver of subrogation for all GL packages.
Added Waiver of Subrogation — required to requirement set #RS-4471. GL packages without it will route to Exception. Want me to notify the vendor automatically?
run logged — #AR-2098
Ready-made

Start from a proven workflow.

COI collection & verification

Request, collect, extract and verify certificate packages against a requirement set.

Vendor & project onboarding

Register vendors, bind projects to requirement sets, and issue branded submission links.

Renewal management

Watch expirations, open renewal tasks, and re-verify before coverage lapses.

Exception review

Triage low-confidence extractions and flagged insurers into a human review queue.

Governed at every step

Each step runs inside its agent's scope and approval boundary. Every execution is captured in a decision log — objective, input, output and guardrail result — tenant-scoped and immutable.

Build your compliance workflow.

See a workflow run on your own requirements and certificates.

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