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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.