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Bordereaux accounting is where premium accounting becomes exposed. Delegated authority programs require MGAs and wholesalers to report detailed financial activity to carriers. When bordereaux are built from spreadsheets or manual exports, discrepancies surface quickly and confidence erodes. Premium Accounting provides insurance-specific bordereaux accounting designed for MGAs and wholesalers managing delegated authority and program business.
Bordereaux reporting is not just data export.
Accounting teams must reconcile:
When these elements live across systems and spreadsheets, bordereaux become error-prone and time-consuming to produce.
Premium Accounting treats bordereaux as an output of accurate premium accounting, not a separate process.
The workflow includes:
This ensures bordereaux are generated from trustworthy financial data.
Premium Accounting supports the realities of delegated authority programs.
This includes:
Accounting teams can generate bordereaux with confidence rather than reconstruction.
Spreadsheets are often used to “fix” bordereaux issues.
Premium Accounting eliminates this by:
This reduces back-and-forth with carriers and audit risk.
Bordereaux data in Premium Accounting is not isolated.
It stays aligned with:
This ensures carrier reporting matches financial outcomes at close. To see how bordereaux accounting fits into broader workflows, review how Premium Accounting integrates with insurance management systems and accounting ledgers.
Premium Accounting gives accounting teams:
Bordereaux become a byproduct of good accounting, not a monthly fire drill.
Bordereaux accounting is ideal for organizations that:
It is most commonly used by MGAs and wholesalers evaluating insurance premium accounting software to modernize delegated authority operations.
Accurate allocations, full traceability, and audit-ready reporting - without agency accounting workarounds.