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Bordereaux Studio - Build, Validate & Distribute (DDM Ready)

Risk · Premium · Claims - on time, every time. Templates with QC rules, maker checker approvals, versioning and automated distribution to DDM or stakeholders.

Back to Product Bordereaux & DDM (BPO)

Template Management & QC Rules

  • Configurable templates for  risk, premium and claims
  • Field level rules:  required, format, list, range
  • Cross sheet checks and reconciliation guards
  • Reference lists (currencies, LOB/class codes, parties) with versioning

Maker Checker & Versioning

  • Dual approvals for critical changes and releases (segregation of duties)
  • Versioned files with change logs, remediation notes and sign off trail
  • Evidence packs for audit and monthly controls attestation

Quick Start

Use our starter QC pack to accelerate setup:

Download QC Template (XLSX) CSV Version

DDM Delivery & Distribution Lists

  • Automated SFTP/API delivery to DDM or direct to managing agents/carriers
  • Stakeholder distribution lists with schedules and retries
  • Exception dashboards with owner, severity and due dates
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Related Insights

FAQ's

Yes. Rules can be configured per template, including required, format, list and range checks plus cross sheet reconciliations.
Yes. Files can be delivered by SFTP/API to DDM or distributed to stakeholders on a timetable with retries and receipts.

How This Service Connects to the Core Platform

This service operates within the connected Selectsys insurance infrastructure. Operational execution is fully aligned with the technology backbone.

  • RQB : Rating and bind infrastructure for commercial and specialty lines.
  • Expert Insured : Policy lifecycle system managing issuance, endorsements, and renewals.
  • Premium Accounting: Insurance native accounting for agency bill, direct bill, trust, and reconciliation.
  • CoverPay : Premium collection by Card and ACH for MGAs, wholesalers and carriers, with payment tracking and reconciliation support.
  • Insurance BPO: Embedded teams executing submissions, underwriting support, servicing, and compliance.

Operational services are most effective when integrated directly with the core platform capabilities.