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Bordereaux & Premium Processing for MGAs and Carriers

Bordereaux reporting is essential but time-consuming. Expert Insured eliminates spreadsheets by generating bordereaux and premium reports directly from live policy data.

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What Is Bordereaux?

Policy, claims, and premium data reports.
Required by carriers and regulators.

How Expert Insured Automates It

Map bordereaux fields once.
Validate automatically.
Export audit-ready reports.

Premium Reconciliation

Compare written vs. bound premium.
Automate journal entries.
Track carrier remittances.

Benefits for MGAs

Eliminate manual re-keying.
Improve accuracy.
Reduce compliance risk.

Learn more about how Expert Insured ties into the full Expert Insured Platform.

FAQs

What is bordereaux processing in insurance?

Bordereaux processing is the reporting of premium, claims, and risk data to carriers and regulators. Expert Insured automates the process, generating bordereaux directly from live policy data.

How does Expert Insured automate bordereaux?

Expert Insured maps bordereaux fields once, validates the data automatically, and generates compliant reports without spreadsheets.

Can the system reconcile premiums automatically?

Yes. Premium bordereaux are tied directly to accounting, so written vs. bound premiums are reconciled with journal entries and carrier remittances.

Who benefits most from bordereaux automation?

MGAs, wholesalers, and delegated carriers who must provide bordereaux regularly to partners or regulators see the biggest time and cost savings.

Does Expert Insured support bordereaux in multiple formats?

Yes. Reports can be exported in CSV, Excel, or API-driven formats to meet different carrier requirements.

Bordereaux is only one part of MGA operations. Expert Insured also simplifies Policy Lifecycle Management and streamlines Back-Office Support for reconciliation and audit readiness.

Recommended Next Steps

If you want to see how Expert Insured fits into the broader policy lifecycle, these pages explain how quoting, automation, and operational support connect before and after policy administration.

If you want a quick reference for any of the terminology mentioned on this page, you can review the Glossary for clear definitions and context.

For a full picture of how policy administration fits into a unified operating structure, the operating model page outlines how quoting, intake, automation, and servicing form a connected workflow.

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