Bordereaux Management

AI-based bordereaux processing for spreadsheets with rule validation, and API-enabled processing in real-time of any unstructured data written by Coverholders or MGAs

AI / remembered mappings to reduce the time and effort in the mapping process especially where bordereaux formats change
Geocoding to get accurate location data (down to building location) for MI and exposure reporting
Configurable rules engine to monitor MGA and Coverholder performance against all applicable contract data
Ability to correct data within the mapping process / handling errors and cleansing data within the mapping process
‘Sub mapping’ ability that cleans and streamlines data within the mapping process to market or internal values.
Reconciliation of risks, premiums and claims data at a policy and transactional/financial level
Cross bordereaux rules to validate individual risks across risks, premiums and claims records
Workflow/referrals within the mapping process to handle breaches and escalations
Kanban-type dashboards to allow for easy workflow management

Bordereaux Management

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