Bordereaux builder
Super Agent · YP
Builds each insurer’s monthly risk, premium and claims bordereaux and reconciles the totals.
Every month end · ran 2h ago
Run nowInsurance
Monthly bordereaux per insurer
Builds the monthly risk, premium and claims bordereaux for each insurer from your policy and claims systems, to the standard each insurer sets. Your bordereaux analyst approves before submission.
×
When
At each month end
Systems
Policy systemClaims systemExcelOutlook
ExcelOutlookMode
Builds and checks. Your bordereaux analyst submits
Problem
Each insurer on your binders sets its own reporting rules, from a market standard to its own template. Someone exports from the policy and claims systems, maps the data per insurer, fills the gaps and reconciles the totals by hand.
What it does
YP pulls the month’s new policies, endorsements, cancellations and claims movements from your policy and claims systems and maps them to each insurer’s standard. It reconciles the totals with your systems and lists every incomplete or out-of-authority record for the analyst.
How it works
See exactly how the work gets done.
The bordereaux are prepared at the end of each month. The close of the reporting period starts the run for every binder.
The data is mapped to the standard each insurer sets. Fields, codes and validation rules follow the insurer’s standard or template, which is set up once and reused every month.
The totals are reconciled with your own systems. Premium, tax, commission and claims paid are checked against your policy and claims systems. Differences are shown and not smoothed over.
YP flags the records that need attention. Records with missing fields or outside binder authority are listed for the analyst.
Your bordereaux analyst reviews each bordereau and submits it. The analyst submits by email or through the insurer’s portal, and nothing reaches an insurer without their approval.
The outcome
Your analysts review bordereaux instead of rebuilding them. Each insurer’s standard is set up once.
01
Built every month end
One set per insurer, to its own standard
02
4 totals reconciled
Premium, tax, commission and claims paid
03
Bordereaux analyst submits
Every bordereau, after reviewing the open records
For your numbers
YP builds and reconciles every insurer’s bordereaux each month, so your analysts submit on time without rebuilding and insurers raise fewer queries.
How it runs
Designed for enterprise.
Private
Runs on your infrastructure. Drawings, prices, client and claims data never train a model.
Explainable
Not a black box. An AI auditor checks that every task was done as intended and proposes improvements.
Traceable
Every value links to the document, rule or record it came from. Every step is logged. A named person approves anything that leaves the building.
Your systems
Works in your ERP, CargoWise, policy system, GIS and file shares. Nothing is replaced.
Not sure where to start?
Put AI to work on your most complex workflows.
More Insurance use cases
InsuranceSee use case
From broker submission to risk file
Reads the broker’s email and attachments, builds the risk file in your policy system and drafts the request for what is missing.
×
InsuranceSee use case
Draft quote and policy documents
From a complete risk file to a draft quote and policy documents, rated with your own rater. Your underwriter signs off.
×
InsuranceSee use case
From loss notification to claim file
A first notification of loss becomes a claim file in your claims system, with the request for every missing document drafted.
×