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Bordereau

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Stay Ahead of the Industry

Value Proposition

1

Ability to support Multiple MGAs

2

Immediate feedback to MGAs

3

Easy to Deploy through SaaS

4

Minimally disruptive to exiting Bordereau workflow

5

Significant efficiencies delivered, improved turnaround with MGAs

6

Reduction in on-risk exposure for carriers

Features

Learn how Bordeareau can help your business 

01

Secure Upload to MGAs

SECURITY

Feel confident in our secure architecture. All uploads are managed through our encrypted portal for full security and traceability, thereby enabling immediate feedback to MGAs.

VALIDATION

Our automated data validation will ensure user-entered data such as addresses are checked for accuracy and completeness. Cross-checking against carrier-specific data sources, such as client lookups is also supported.

02

Data Validation

03

Underwriting Compliance

COMPLIANCE

Our software is configurable for program-specific eligibility and underwriting rules like participation limits, territory restrictions, insurance limits.  All bordereau transactions can be checked against such rules.

INSIGHTS

Our solution enables automated analytics about program premiums, data quality and agent performance.

04

Client Lookup

 
 

Press Release

Download our Bordereau Press Release

 

How it works...

Quick introduction to our platform

 

Contact us now!

STAY AHEAD OF THE INDUSTRY

Contact Us

To learn more, don’t hesitate to get in touch

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