Bordereaux Processing Agent
Reads bordereaux from coverholders in any layout, validates against the binder terms and loads clean data.
The challenge
Staff copy information from documents into systems by hand. It is slow, and mistakes are found late.
How it works
- 1A document or file arrives.
- 2The agent reads it and picks out the details.
- 3It checks those details against your data and your rules.
- 4Items that pass are entered into your system.
- 5It confirms each entry was recorded correctly.
- 6Items that do not match go to your team, with the difference explained.
Your people stay in control
The checks follow fixed rules that you set. Your team sees every item that does not match, and nothing unusual is entered without them.
Systems we work with in Insurance
- Policy administration
- Claims management
- Rating engines
- Broker portals and bordereaux
- Third-party data such as weather, vehicle and property
How we measure success
- How many items go through without manual work
- How accurate the captured details are
- Cost per item processed
Kind of work
Document and data processing. The agent reads documents, checks the details and enters them into your systems.
More in Insurance
New Claim Intake AgentTakes a new claim in one conversation, gathers the evidence and sends it to the right handler.Commercial Underwriting Submission AgentReads applications for business insurance, extracts the details, checks them against what you will insure and prepares the file for the underwriter.Policy Explanation AgentExplains to customers in plain language what their policy covers, quoting the relevant section.Claims Cost Recovery AgentFinds closed claims where another party was at fault and pursues their insurer for the cost.
Want this working in your organisation?
We can show it working on real examples from your business before you commit to a full build.