Bordereau.ai automates the ingestion, validation, correction and reconciliation of bordereaux for insurance carriers, MGAs and coverholders. Stop wrestling with spreadsheets — start underwriting.
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The Problem
Insurance carriers spend weeks wrestling with messy MGA data. Every bordereaux arrives in a different format, with different headers, different errors — and somehow it all needs to reconcile.
Operations teams spend days reformatting spreadsheets into carrier-specific templates — for every single MGA, every single quarter.
Every MGA submits differently — emails, PDFs, varied Excel layouts. There is no standard and no automation.
Missing fields, wrong currencies, invalid dates. Each error triggers email chains that take days to resolve.
While data is being cleaned, underwriters can't assess risk, price renewals or manage exposures. Revenue sits idle.
Onboarding a new MGA means custom integration work. Growing the book means growing the operations team linearly.
Matching premium, risk and claims bordereaux across parties involves dozens of spreadsheets and manual cross-checks.
How It Works
Four steps. Fully automated. Your underwriters define the output once — Bordereau.ai handles every file, every format, every time.
Email, SFTP, API or upload. Any format — CSV, XLSX, PDF.
AI maps columns to your schema. Rules catch every error.
AI fixes addresses, currencies, dates. You approve or auto-apply.
Match premium, risk and claims. Generate compliant output.
Lloyd's 5.2, custom CSV, API push. Audit trail included.
Platform Capabilities
A complete platform covering the full lifecycle — from ingestion through to regulatory-compliant export and financial reconciliation.
Centralised contract management with sections, limits, insurer splits, commission structures and full version history.
Accept bordereaux via email, SFTP, API or file upload. Auto-detect format, parse headers and extract data from PDFs.
Drag-and-drop mapping canvas with AI-powered suggestions, reusable templates, conditional rules and inline transforms.
No-code rule authoring, severity classification, exception queues with SLA tracking, and automated escalation workflows.
Fuzzy address matching, currency normalisation, entity resolution. Every suggestion is explainable with confidence scores.
Match premium, risk and claims bordereaux. Credit control, settlement tracking, attestation and funds withheld monitoring.
Operational dashboards, loss triangulations, YOA reporting, coverholder benchmarking and a self-service report builder.
Immutable data lineage, Lloyd's 5.2 CRS output, Conduct Risk reporting, Solvency II support and cryptographically signed exports.
SSO integration, role-based access, self-service coverholder portal, usage metering and white-label branding options.
Pricing
No per-user fees. No hidden costs. Pay for what you process.
All prices exclusive of UK VAT. Volume discounts available for enterprise.
Includes all features, all channels, all export formats.
Data Residency
Choose where your data is processed and stored. All regions provide the same performance, features and compliance guarantees.
London
Frankfurt
Zurich
Toronto
Dubai
Start processing bordereaux in minutes. Define your data contract, connect your sources, and let AI handle the rest.
Start Processing →