Now live: Premium Accounting and CoverPay. Insurance native accounting, installment billing, and payment collection infrastructure with full control of your payment gateway.

Bordereaux Studio: Build, Validate & Distribute Faster

Bordereaux on time, every time. Build templates, enforce QC, approve with maker–checker and distribute to DDM or stakeholders automatically.

Template Management & QC Rules

  • Configurable templates for risk, premium and claims
  • Field level rules: required, format, list, range
  • Cross sheet checks and reconciliation guards

Download a ready to use QC pack: Bordereaux QC Template (XLSX).

Maker‑Checker & Versioning

  • Dual approvals for critical changes and releases
  • Versioned files with change logs and remediation notes
  • Evidence packs for audit and attestation

DDM Ops & Distribution Lists

  • SFTP/API delivery to DDM or direct to managing agents
  • Stakeholder distribution lists with schedules
  • Exception dashboards with owner/severity

Operational outsourcing available via Bordereaux & DDM (BPO).

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Related Links

FAQs

Can we define our own QC rules?
Yes. Rules can be configured per template, including required, format, list and range checks plus cross-sheet reconciliations.

Do you support DDM delivery?
Yes. Files can be delivered by SFTP/API to DDM or distributed to stakeholders on a timetable.

Selectsys Insurance Platform

A unified operating model across the full insurance lifecycle:

Rating, Quote & Bind (RQB)
Build and manage commercial and specialty rating programs

Expert Insured (AMS)
Policy lifecycle management with API-first architecture

Premium Accounting
Insurance-native accounting for premium, commissions, and trust

CoverPay
Installment billing and payment infrastructure with full control

Insurance BPO
Operational execution across submissions, policy processing, and servicing

Explore Platform →

Built for MGAs, Wholesalers, and Carriers

If you are managing rating, policy lifecycle, accounting, or back office operations across multiple systems, we can help consolidate and streamline your stack.

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