Certificate of Insurance Automation by Brokermatic.ai

• End-to-end COI generation from request to delivery

• AI-powered insurance requirement interpretation

• Zero-touch description of operations

• Bulk certificate renewal and re-issuance (220 certs in ~14 minutes)

• Certificate intake via web app, client-facing portal, and email

• Automated compliance tracking and expiration alerts

• Native AMS integration, no rekeying

• CSR-in-the-loop workflow with delivery and relationship touchpoints

• Lead generation from operational COI data

COI and renewal workflow automation for commercial agencies

Brokermatic handles the full COI lifecycle, from interpreting the insurance requirements on an incoming request all the way through issuance, tracking, and renewal, while keeping CSRs in the loop to maintain the relationship and deliver the final certificate package. When a request comes in, Brokermatic reads the underlying requirements (from a contract, certificate, or unstructured email) and maps them to the insured's active policy. It auto-generates the description of operations from the account record, so agents aren't hand-writing that field for every cert. Incoming certificates are accepted through our web app, a customer-facing portal, or directly via email, automatically parsed and logged against the requirement. From there, the system manages compliance tracking, renewal reminders, and bulk re-issuance on its own schedule. The result: what used to take a producer 20 to 30 minutes per cert (reading requirements, writing the description of operations, checking coverage, generating, and sending) takes minutes, not mornings.

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Brokermatic uses AI at the intake and interpretation layer. When a certificate request arrives (via email, uploaded document, or client portal) the AI reads the underlying insurance requirements, maps them to the insured's active policy, and generates the description of operations automatically. No manual read-and-transcribe.

On the inbound side, AI parses certificates received from vendors and subcontractors, extracting coverage details, limits, and expiration dates without manual entry, and flags gaps against the requirement in real time.

The AI is purpose-built for commercial P&C language, so it handles the shorthand, endorsement references, and coverage nuances that general-purpose tools miss.

Important company certifications: SOC 2 and ISO in progress; expected to land in Q3

25% off; price-locked for 18 months. Advisory hours are included in Founders Edition pricing for the first 90 days.