Bordereaux Reporting
Delegated-authority reporting your carriers will accept
Produce premium and claims bordereaux on each program's schedule, in the Excel/CSV formats capacity providers and coverholders expect. Submit, track and resolve, all in one place.
Carriers accept it
Produce premium and claims bordereaux in the formats capacity providers expect.
On schedule, automatically
Reports generate on each program's cadence.
Stay in good standing
Keep delegated business compliant without the manual grind.
Stay compliant with delegated authority
Automate the delegated-authority reporting your carriers and coverholders require, so your business stays in good standing without the manual grind.
What you can do
Keep your capacity providers happy
Bordereaux go out on each program's cadence, complete and in the format that carrier actually accepts. Reporting stops being the reason a capacity relationship turns difficult at renewal.
Retire the bordereaux spreadsheet
Reports build from the policies and claims already in the platform, not from a monthly export and reconcile exercise. What used to consume days of someone's month simply happens on schedule.
Know where every program stands
Authority limits, capacity usage and the submit, accept and dispute cycle are tracked per program. You can see which binder is approaching its limit before you write past it.
Everything your insurance business needs, in one platform
Automated bordereaux
Premium and claims reports generate on each program's cadence, so returns go out on time without a monthly scramble.
Carrier-ready formats
Excel and CSV output in the layouts capacity providers and coverholders actually accept.
Delegated-authority reporting
Premium and claims bordereaux for every binder, produced on each program's schedule.
Submit & track
Manage the submit, accept and dispute cycle in one place, so no return slips through untracked.
Excel & CSV export
Deliver returns in the Excel and CSV formats your carriers and partners already work with.
Program controls
Authority limits and capacity are tracked per program, so delegated business stays inside the terms you agreed with each carrier.
Up and running, fast
Configure the program
Set cadence, authority and format.
Generate
Premium and claims bordereaux, automatically.
Submit & track
Send to carriers and resolve queries.
Produce a monthly premium bordereau
A coverholder owes its carrier a monthly premium bordereau in the agreed format.
Set the program cadence
The program's reporting schedule and format are configured once.
Generate automatically
The premium bordereau is produced for the period.
Submit & track
It's sent to the carrier and the accept/dispute status is tracked.
Illustrative example built on Openkoda's demo products.
Bordereaux Reporting Solutions for Your Team
Built for MGAs, coverholders and delegated-authority teams reporting to capacity providers. Premium and claims bordereaux are produced on each program's cadence, in the format that carrier accepts, across every binder you run.
Questions, answered
Which formats are supported?
Is generation automated?
Can we track submissions?
Does it support Lloyd's coverholder reporting?
Can we track authority and capacity per program?
Can we run many programs and carriers on one platform?
Does the bordereau data come straight from our policies and claims?
See Openkoda in your context
Book a live, personalized demo with our product team - tell us your use case and see the platform work with your data. No commitment.