BrokerageAudit
8 Core Modules

Every tool your backoffice needs

From email ingestion to commission reconciliation, our AI handles the repetitive work so your team can focus on what matters -- serving clients and growing your book.

Email Ingestion Engine

Turn your inbox into structured data

Forward carrier emails to your BrokerageAudit address and watch AI automatically extract policy data, classify document types, and route information to the correct workflows. No more manual data entry from emails.

  • Automatic classification of 50+ insurance document types
  • Data extraction from attachments (PDF, Excel, images)
  • Smart routing to appropriate workflows and team members
  • Real-time processing with instant notifications
  • Works with Gmail, Outlook, and any email provider

Email Ingestion Engine Interface

Policy Document Comparison

Catch every discrepancy before it becomes an E&O claim

Upload a binder and final policy, or compare renewal terms side-by-side. Our AI runs a comprehensive 47-point E&O checklist and flags every difference with severity scoring so you know exactly what needs attention.

  • Binder-to-policy comparison in under 3 seconds
  • Renewal comparison with change tracking
  • 47-point E&O prevention checklist
  • Severity scoring (Critical, High, Medium, Low)
  • Exportable PDF reports for compliance records

Policy Document Comparison Interface

COI Verification

Automated certificate compliance, from receipt to renewal

Upload ACORD certificates and let AI extract all coverage details, verify compliance against your requirements, and automatically track expirations. Never miss a lapsed certificate again.

  • ACORD 25, 28, and other form type extraction
  • Automated compliance checking against requirements
  • Expiration tracking with automated reminders
  • Certificate holder notification system
  • Bulk upload and processing

COI Verification Interface

Renewal Automation

Never let a renewal fall through the cracks

Connect to carrier portals, automatically pull renewal terms, compare against expiring policies, and identify remarketing opportunities -- all without leaving the platform.

  • Carrier portal integration for automated data pull
  • Side-by-side renewal comparison
  • Remarketing opportunity identification
  • Automated renewal timeline management
  • Client-ready renewal summary generation

Renewal Automation Interface

Commission Reconciliation

Recover lost revenue automatically

Ingest commission statements from any carrier, automatically match payments to policies, and flag discrepancies. Stop leaving money on the table with manual reconciliation.

  • Statement ingestion from 200+ carriers
  • Automated policy matching with confidence scoring
  • Discrepancy detection and flagging
  • Historical trend analysis
  • Revenue recovery reporting

Commission Reconciliation Interface

Carrier Submission Management

From application to quote in minutes, not hours

Pre-fill ACORD applications from your AMS data, distribute submissions to multiple carriers simultaneously, and compare returned quotes side-by-side for the best client outcome.

  • Application pre-fill from existing data
  • Multi-carrier simultaneous distribution
  • Side-by-side quote comparison
  • Carrier appetite matching
  • Submission tracking and status updates

Carrier Submission Management Interface

AMS Integration

Seamless sync with your management system

Deep integrations with Applied Epic, Vertafore AMS360, and HawkSoft ensure data flows bidirectionally between your AMS and BrokerageAudit. No duplicate data entry.

  • Applied Epic real-time sync
  • Vertafore AMS360 bidirectional integration
  • HawkSoft data import/export
  • Automatic activity logging in your AMS
  • Zero duplicate data entry

AMS Integration Interface

100x

Faster document processing

95%

Time saved on backoffice tasks

47

E&O checklist points

200+

Carrier integrations

See it in action

Start your free trial or book a demo to see how BrokerageAudit can transform your operations.