Bordereaux and carrier reporting, done on time
We prepare your risk, premium and claims bordereaux from source data, format them to each carrier’s specification, and validate every column before submission.
How it works
- 01
Extract
Policy, premium and claims records are pulled from your policy administration or agency management system.
- 02
Map and transform
Data is mapped and formatted to each carrier’s specific schema, column order and reporting template.
- 03
Validate
A second person verifies control totals, premiums, commissions and loss records against ledger balances.
- 04
Deliver
Bordereaux packs and loss runs are submitted to carriers ahead of deadlines, with data gap logs documented.
- Risk, premium and claims bordereaux preparation
- Carrier-specific schema mapping and formatting
- Control total validation against the ledger
- Loss runs and loss-ratio reports
- Data gap logs to resolve issues at source
- Audit-ready submission archives
Included in our Reporting and MGA Back Office packages. If an upcoming carrier deadline is looming, start with our fixed-price Next carrier deadline met project.
See insurance operations packagesSee it on your own work
Start with a fixed-price project or a paid pilot on your own data. You judge the work before you commit to a monthly package.
