← Insurance
Every broker's bordereaux, matched to your records.
Different columns, dates and currencies in. One reconciled view, with exceptions flagged, out.
InMonthly or quarterly bordereaux from every broker.
OutA reconciled file, an exception list and an audit trail for your capacity providers.
How it works today
- Every broker sends bordereaux in their own layout.
- Matching to your policy and premium records is done by hand in spreadsheets.
- Errors surface weeks later, and it's hard to show how a number was reached.
What we build
- Step 1Standardises columns, dates and currencies across every broker's file.
- Step 2Matches each line to your policy and premium records.
- Step 3Groups exceptions by cause, so the team works a short list.
- Step 4Records the matching rules and results, so you can show how each number was reached.
Where a person stays in charge
Your team works the exception list and approves every adjustment.
Connects to
Your policy and premium records, and the shared folders or mailboxes where bordereaux arrive.
What we measure
- Hours spent on reconciliation each month
- Exceptions per bordereau
- Days to close the month
- Errors found late