brokerageaudit.com vs CertFocus: Which is Best for Independent Brokers?
CertFocus is a certificate management platform that helps companies automate the collection, validation, and compliance tracking of certificates of insurance from vendors, contractors, and subcontractors. BrokerageAudit is built for insurance agencies, combining AI-powered COI processing with a comprehensive back-office automation suite that also handles policy analysis, submission intake, and commission reconciliation. This comparison covers the key differences for teams evaluating certificate management tools.
Feature Comparison
Pricing Comparison
BrokerageAudit
$499/mo
Starter plan. Professional $1,499/mo, Enterprise $4,999/mo.
- Transparent SaaS pricing with no per-certificate fees
- Full AI back-office suite at every tier
- AMS integration on Professional and above
- Month-to-month options available
CertFocus
Custom pricing
CertFocus pricing is not publicly listed and is typically scoped based on certificate volume and features required. Annual contracts are standard.
- Volume-based pricing
- Enterprise compliance features
- Implementation and onboarding services
- Custom reporting capabilities
Who Each Is Best For
brokerageaudit.com is best for:
- Insurance agencies needing AI-native back-office automation beyond COI tracking
- Agencies that need to verify COIs against source policy documents
- Teams wanting a single platform for COI processing, policy analysis, and submissions
- Agencies needing AMS integration and commission tracking
CertFocus is best for:
- Construction, energy, and manufacturing companies with large subcontractor networks
- Risk managers requiring detailed compliance audit trails
- Organizations needing sophisticated vendor outreach and escalation automation
- Compliance teams that need customizable rule libraries and compliance reporting
Switching from CertFocus?
Agencies transitioning from CertFocus to BrokerageAudit can export certificate and compliance data from CertFocus and import it during onboarding. BrokerageAudit's onboarding team will help configure AI extraction templates and review workflows to match your existing processes. The transition typically takes two to three weeks for a full operational cutover.